Overview
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Instead of manually creating website users one by one, administrators can bulk import users and user customers via CSV import. |
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With a CSV file, new website users and user customers can be imported in bulk, saving the administrator from manually creating each record individually. Each row of the CSV file corresponds to a user record.
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| title | Click here for a guide to view user fields... |
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The following fields are used when importing a user. Fields marked with * are mandatory. - User ID (generally an email address)*
- Notification Email Address*
- Deactivate User (Yes or No)*
- First Name
- Last Name
- Password
- Force Password Change (Yes or No)
- Job Title
- Section
- Phone Number*
- Fax Number
- Default Cost Centre
- Customer Code*
- Global Catalogue Access (Blank, Denied, Full or ViewOnly)
- Orders Approved By
- Special Instructions
- Contract Items Only (Yes or No)
- Initial Role*
- Approval Type (Blank, SPU, MPU, SPA, MPA, MPAS, H, HC or HAL)
- Approve Non Contract Items (Yes or No)
- Deny Product Entry on Approval (Yes or No)
- Allow Product Entry on Approval (Yes or No)
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Import Users
1. Create and populate new users CSV file
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