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Import Company Users (Add Users or Update Users)

If you have many users to add or update, you may want to import the records, so you do not have to manually open and update each user record. You can import multiple users with a CSV file by doing the following:

• Export a copy of the CSV file structure.
• Populate the CSV file with user information.
• Import the CSV file into the system.

To export a copy of the CSV file structure:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, click User Administration > Company Users.
3. Click the File menu and choose Export > Export Structure.

Depending on your browser, the CSV file will be automatically downloaded or you will be prompted to download it manually.

To export existing users for update:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, click User Administration > Company Users.
3. Choose File > Export > All, or select users in the log and choose File > Export > Selection.

Depending on your browser, the CSV file will be automatically downloaded or you will be prompted to download it manually.

To populate the CSV file with user information:

1. Open Microsoft Excel (or another program compatible with CSV format) and open the CSV file you just saved.
2. Enter or modify user information in the spreadsheet. The fields are discussed in the following table. Ensure that you review the notes after the table.
3. Save in CSV format.

In this column:	Do this:
First Name*	Enter user's first name.
Last Name*	Enter user's last name.
Title	Enter user's company title.
Username*	Enter user's email address.
Work Phone	Enter user's work phone number.
Mobile Phone	Enter user's cell phone number.
Home Phone	Enter user's home phone number.
Pager	Enter user's pager number.
Fax	Enter user's fax number.
Time Zone*	Enter the code for the Time Zone (refer to the Unifier Essentials Data Reference Guide for the list of codes). This is a required field, even if you are entering a User Preferences Template Name (if the time zone specified in the template is different from this cell, the template selection will take precedence).
Date Format*	Enter the code for the Date Format (refer to the Unifier Essentials Data Reference Guide for the list of codes). This is a required field, even if you are entering a User Preferences Template Name (if the date format specified in the template is different from this cell, the template selection will take precedence).
Address	Enter the code for the company address to use with this user. (Refer to the Unifier Essentials Data Reference Guide for the list of codes.)
Template Name	If you have created User Preferences Templates, enter the name of the template to use for this user.
Status*	Enter a status code for this user: Active=1, On-Hold=2, Inactive=0
Disable Mobile Status	To allow a user to access the Unifier Mobile application, enter 0 in this field or leave it blank. (If no value is specified, the system sets the value to 0 by default.) If you want to prevent a user from accessing Unifier Mobile, enter 1.

* = mandatory column

Note the following:

• Do not delete or change the order of the columns; this will make the file invalid.
• Valid information must be entered into columns corresponding to required fields. An asterisk in the column header indicates required fields. (Expand the columns to see the asterisks if necessary.)
• For non-text-entry fields (Time Zone, Date Format, Address), enter the corresponding code. Valid codes are found in the Unifier Essentials Data Reference Guide.
• Non-required fields (column heading does not have an asterisk) are optional. You may enter information or leave these fields blank.
• The length of "Username" cannot exceed 64 characters and cannot include the following:
  • Space
  • Non-printable characters

To import the CSV file into the system:

1. Go to the Company Workspace tab and switch to Admin mode.
2. In the left Navigator, click User Administration > Company Users.
3. Choose New > Import to import the completed CSV file.
4. Click Browse and navigate to where you saved the file.
5. Click OK to import. New users are created and existing users are updated.
6. Open the User record and set up the Groups, Permissions, Projects/Shells, and Proxy tabs as needed.

   If any rows contain errors, no rows are imported. Error messages are listed in the CSV file.

To fix import errors:

If you receive the Confirmation message:

Import could not be completed. Do you want to download a file with errors shown?

1. Click Yes to open the CSV file.
2. Fix the rows that contain errors.
3. Re-import the file.

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Last Published Tuesday, June 4, 2024