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- 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, you can add it using the Add New Menu Item function.
- 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.
- Select the CSV file. Once selected, the file name displays next to Choose File.
- 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.
- Scroll down and click the Import Now button.
- Check the message box below 'Import Now' to verify your import is successful. Any skipped rows and errors will be displayed.
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The process of bulk importing User ID changes to user records is similar to importing user customers.
Field Name | Field Description |
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Current User ID* | Current user ID (in most cases, the User ID is the user's email address) |
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New User ID* | New user ID |
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New Notify Email Address | Leave blank if the email address will remain the same |
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The required CSV template is provided here or you can create one yourself.
Info |
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title | Fields for User Customer Records |
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If you're creating one yourself, copy and paste the following header fields into your file: Current User ID, New User ID, New Notify Email Address
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Note |
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The import message will always show Line 1 (header line) as skipped. Image Added |
Import User Deletions, Activations and Permanent Inactivations
The process of bulk importing User deletions, activations and inactivations is similar to importing user customers. NOTE - A user can be deleted from a particular customer account only if they have no active orders and they are associated with more than one customer account.
Field Name | Field Description |
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EmailAddress* | Current user ID (in most cases, the User ID is the user's email address) |
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CustomerCode | Enter the customer code if you wish only to remove the user from this customer account. NOTE - You cannot enter a customer code and permanently inactivate a user at the same time. |
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IsPermanentlyInactive | Enter 'I' for Inactive and 'A' for Active. Leave blank if deleting user from a customer account via the CustomerCode field. |
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IsPermanentlyInactiveNote | If permanently inactivating the user, enter a note if you wish. |
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The required CSV template is provided here or you can create one yourself. view-file
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Fields for User Customer Records |
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If you're creating one yourself, copy and paste the following header fields into your file: EmailAddress, CustomerCode, IsPermanentlyInactive, IsPermanentlyInactiveNote
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Related help
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