Import & Export of User Records

You can export existing user records and then import new or updated user records.

You can export a file of User codes from your system to an excel spreadsheet file. There is the option to export a Basic file or an Advanced file that contains many more fields. This gives you the template to add new records or edit existing records to reimport.

A control flag determines whether you have both the basic and advanced options available or not.

Control flag

  • In the Administration > Settings > General tab, the field named Wholesaler determines if one or both the export format options are available.
  • If this field is not ticked, then both options are available.
  • If this field is ticked, then only the standard export format is available.

Export a User File

To export an excel file of user codes and details:

  • Click through to Settings > Users.
  • Click the button on the right hand side named Export / import / consolidate.
  • Select the export format that you require. The fields contained in each file are detailed in the tables below.

export users-15052-1

This will create an .xlsx file. You can now add new records to this file or edit existing records.

 

Both file formats have one field for a Default Access Persona. This allows you to import new users and set them up with a Default Access Persona that assists you when setting up new Users.


Import a User File

Once you have edited your file, you can now re-import it. Existing records that you have not edited in the file will remain unchanged.

Note: When you add new record to import, leave the column for UserOid blank. This value will be assigned by the import process.

  • Click back to Settings > Users and click the button on the right hand side Export / import / consolidate.
  • Click Import.

In the Upload document window:

  • Drag or browse to the file you want to import.
  • Apply access persona set in default access persona field: If you have a Default Access Persona field populated in your file, you can tick this field to import that Access Persona as the default for the new user records that you are importing
  • Click Confirm.

import users-15052-2


File Formats

Basic Export File

The basic export file contains the following fields:

BASIC EXPORT
UserOid
UserCode
UserName
UserEmail
Branch
DefaultAccessPersonaCode
Active
TimeSheetUser

TimeSheetUserGroupCode

 

Advanced Export File

The advanced export file contains the following fields:

ADVANCED EXPORT
UserOid
UserCode
UserName
UserEmail
Password
Branch
DefaultAccessPersonaCode
Active
StaffCode
StaffEmail
StaffJobTitle
MobilePhone
OverrideReplyToEmail
BranchAccessOnly
TimeSheetUser
TimeSheetUserGroupCode
DefaultHourlyRate
TimeSheetRequired
DefaultTimeSheetEntryTypeCode
TimeSheetUserCustomReference1
TimeSheetUserCustomReference2
TimeSheetUserCustomReference3
TimeSheetUserCustomReference4
TimeSheetUserCustomReference5
JobpacEmployeeCode

 

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Last updated: 9 July 2024