Create Users With Data Imports and Exports Task

Step-by-Step Process:

A. Select the Settings workspace icon from the menu bar
B. Select the Imports/Exports link from the Data Imports/Exports drop-down menu
C. The Customer Contacts task is used to import both Contacts and Workers
D. If using a pre-configured import file template, proceed to point “F” below
E. To create a template from existing data, export users file
1. Select the Export link from the Customer Contacts task on the Imports/Exports page
a. Select the import/export template (titled similar to “contact_worker_import”)
b. Select the Export link
i. Open the downloaded CSV file to use as a template for importing new records
✱ Delete the following items from the file
❅ c_key column (first column on left)
❅ All columns containing no data or data that will not be changed
❅ All records (rows) containing data that will not be changed
✱ The REQUIRED columns when uploading CONTACTS are a_id and username
❅ Other columns are user-optional to add data to the user records
✱ DELETE the below columns from the template when uploading only CONTACTS; apply to WORKERS only
❅ accounts_vir
❅ authorized_rep_codes
❅ user_rights_vir
❅ accounts_query-type
F. Import users (Contacts and/or Workers)
1. Select the Import link on Customer Contacts task on the Imports/Exports display
a. On Upload Information page
i. Accept defaults for Action and Key/Lookup Value
ii. Use Choose File button to select your saved CSV file
iii. Select Proceed
b. When first validation completes, verify column mappings
i. Every column must map to a valid field in the database
ii. Any field displaying “Ignore Column” indicates an invalid column heading in your file
✱ Delete the following items from the file
c. If existing records are to be changed by the upload, check the “Replace Existing Data” boxes
d. Select the Upload button
i. Import Information will display results after upload completes
✱ Records added
✱ Records changed
ii. Any field displaying “Ignore Column” indicates an invalid column heading in your file
✱ Complete import of records with errors
❅ Delete records that were successfully imported
❅ Correct errors logged on failed records
❅ Save the file and repeat process beginning at step F(1)

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