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- Open this CSV file in Excel. The header text (fields) should be displayed in Row 1 (Line 1) of the first 22 columns.
The CSV file should look like this (in Excel): - Enter one user record per row. This means User 1 occupies Row 2 (Line 2), etc. NOTE - Some fields are mandatory. If a mandatory field is not populated for a user record, the user will not be uploaded. Also, your site may not be using all optional fields. If not used, leave blank.
Fields marked with * are mandatory.
- EmailAddress*
- NotifyEmail*
- Deactivated * (Yes or No, If blank, defaults to No.)
- FirstName
- LastName
- Password*
- ConfirmPassword (Yes or No. If blank, defaults to No.)
- JobTitle
- Section
- PhoneNumber*
- FaxNumber
- DefaultCostCentre
- CustomerCode*
- GlobalCatalogueAccess (Blank, Denied, Full or ViewOnly)
- OrdersApprovedBy
- SpecialInstructions
- ContractItemsOnly (Yes or No)
- InitialRole*
- ApprovalType (Blank, SPU, MPU, SPA, MPA, MPAS, H, HC or HAL)
- ApproveNonContract (Yes or No)
- DenyProductEntry (Yes or No)
- AllowApprovalProductEntry (Yes or No)
- When all records have been entered, save the file.
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