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Importing and Exporting Company and Partner Users

Importing and Exporting for Company Users

When the direction for the Data Element (DE) "uuu_user_company" is set to Input/Both, the DE "Company" will be available in the CSV when the user performs Export Structure.

When the direction for the DE "uuu_user_company" is set to Output, the CSV retrieved through the Export Structure action will not have the DE "Company". In this scenario, the CSV can be used to create Company Users.

If the DE "Company" is present in the CSV, the user must include the Owner Company name to complete the CSV import. The system will not validate because the value in the DE "Company" is ignored.

Importing and Exporting for Partner Users

When the User Attribute Form is present, the following conditions apply:

The Partner Users log lets you export and import, similar to Company Users log.

Go to the Company Workspace tab and switch to Admin mode.

From the menu bar, click File. Click Export to see the following sub-options:

• All

  To export the list of partner users to a CSV file.

• Selection

  To export a list of selected partner users to a CSV file.

• Export Structure

  To export the structure for partner users to a CSV file based on the DEs set in the Integration node of Partner Users.

If the Direction is set to Output, then:

• The CSV file generated using All and Selection will export data, but it will not contain the company attribute in the CSV file.
• The CSV file generated using Export Structure will not include company attribute. Such CSV file, when used to create user by way of the Import option, will return the error, "Company is required" indicating that a partner user cannot be created without a company attribute.

Similarly, the Import option will be available as a sub-option of the New option in toolbar and menu options (File > New > Manual or Import). The Import option, in this case, lets you perform a bulk import by way of a CSV file. The functionality is similar to the Import option on the Company Users log.

The user can import partner users through a CSV file only when the company attribute is present. In this scenario, the Direction (for Integration) must be set to Input or Both for the user to be able to create partner users by way of the Import option.

Note: The company attribute is a mandatory field when creating Partner Users by way of the Import option.

When the User Attribute Form is not present, the options to import or export will be available the same ways as when a User Attribute Form is present.

If the User Attribute Form is not defined, and the user clicks Export Structure for Partner Users, then the DE "Company" is displayed by default in the exported CSV file.

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Last Published Tuesday, June 4, 2024