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titleClick here for a guide to user fields...

The following fields are used when importing a user. Fields marked with * are mandatory.

Field NameField Description
EmailAddress*User ID
NotifyEmailAddress*Notification Email Address
DeactivatedShould user be disabled upon creation? Enter Yes or No. If left blank, user will automatically be active.
FirstNameFirst Name
LastNameLast Name
Password*Password
ConfirmPasswordForce user to change to new password when they first logon to your website. Enter: Yes or No. If left blank, it defaults to 'No'.
JobTitleJob Title
SectionDepartment
PhoneNumber*Contact Phone Number
Fax NumberFax Number
DefaultCostCentreDefault Cost Centre
CustomerCode*Default Customer Account 
GlobalCatalogueAccessFor custom catalogue use. Enter: Denied, Full, ViewOnly or leave blank
OrdersApprovedByFor use with order approvals feature.
SpecialInstructionsSpecial Instructions
ContractItemsOnlyContract Items Only. Enter: Yes or No
InitialRole*Initial Role
ApprovalTypeEnter: SPU, MPU, SPA, MPA, MPAS, H, HC, HAL or leave blank
ApproveNonContractEnter: Yes or No
DenyApprovalProductEntryDeny Product Entry on Approval. Enter: Yes or No
AllowApprovalProductEntryAllow Product Entry on Approval. Enter: Yes or No




Import Users

1. Create CSV file

Download this csv template or follow the instructions to create one.

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  1. In the CMS, navigate to Users → User Imports. Or when logged in as Administrator on your site, Accounts → User Import (/zUserImport.aspx). NOTE - If this page has not been set up for your website, please contact Commerce Vision for assistance.


  2. In the first section of the page called 'Enter or browse for the flat file containing your User CSV file to be imported.', click the Choose File button.


  3. Select the CSV file. Once selected, the file name displays next to Choose File.


  4. To have a registration notification emailed to every new user, tick Send Notification email to all imported users. NOTE - Users flagged as initially deactivated will not be sent an email notification.
  5. Scroll down and click the Import Now button. 


  6. Check the message box below 'Import Now' to verify your import is successful. Any skipped rows and errors will be displayed. 


Import User

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1. Create the CSV file

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Customer records

The process of bulk importing User Customer records is similar to importing user customers. The required CSV template is provided here or you can create one yourself. 

View file
nameUser_Customer.csv
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