Users - Import/Export Users File
Summary
User information for any number of users can be added/modified by exporting a users file from the Users page, modifying the file, then importing it to update ECM. Information is provided in a .CSV file.
This feature requires an account feature toggle to be enabled:
Allow import/export of Users file
Instruction summary
Export to edit; import to update
- Click Export on the Users grid page
- Note: If the Users page is filtered to show a subset of records, only the filtered records will be exported
- The users information will be exported to a CSV file and the file will open
- Export with no existing records in the Users grid will export a CSV file with default values
- Make changes as needed to the file
- Save the file to the file manager
- Click Import on the Users grid page to create or update users from users file with the changes
- External ID is a unique ID for each user and job to be used as a reference when importing.
Export and Import Users file - Detailed information
BLANK TEMPLATE
If there are no existing records, a blank CSV template file is downloaded for user to complete
- Click Export
- Default values are pre-populated on the users file
- New employee record: If creating a new employee record, leave User External ID (first column) blank. This value will be auto-populated.
- Required fields for completion:
Full Name
Nickname
Job External ID and Rate
Account ID (pre-populated) - Site External ID: Key Code - If there is more than one, separate each with a comma
- Job External ID: Rates - if there is more than one, separate each with a comma
EXISTING FILE
If user records exist in ECM, a CSV file of the existing user data as shown on the Users page is downloaded.
- Filtered download: Admin can search and filter to create a subset of records before exporting the file; only the subset will be exported to a file to be edited.
Example: User records filtered
CSV file exported per filtered search - Edit the information on the file, save, then click Import
- The import window will open. Click Import on the window. Progress will display as file is imported to ECM.
- Errors - If one or more errors occur, the file will not be uploaded and error messages will display noting the error and row where the error occurred.
- Click Close to close the window, correct the errors in the file then click Import on the Users page again. When the import window opens, click Import.
- Click Close to close the window, correct the errors in the file then click Import on the Users page again. When the import window opens, click Import.
- Publish of imported file can also be verified on the Publishing page
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