Quick Steps to Importing New Users

  1. Select the Users tile.
  2. Select the down arrow icon on the User Search page, select Import, then select Download a Blank Template.

  3. Complete the import template with valid inputs (an existing user export may help in completing a blank template) and save as a .xlsx file.
  4. Select the Users tile.
  5. Click the down arrow icon on the User Search page, then select Import.
  6. Select Browse to select the Excel (.xlsx) file that was created above.
  7. Select Upload to import the file. 
    Warning:  Importing is limited to a maximum file size of 5000 rows.  If you have more than 5000 assets to import, divide your file into two or more files.
  8. You will receive a notification that the import is scheduled. You will also receive an email with a log once the import is complete. The job status can also be found on the Dashboard. Review the log to confirm that the accounts were imported successfully.


Quick Steps to Edit Existing Users by Import

  1. Select the Users Tile from the Dashboard.
  2. Click the down arrow icon on the User Search screen then select Export.



  3. Select Export current search results - this downloads a .xlsx spreadsheet of existing users based on the search criteria. 
  4. Update the exported spreadsheet with valid inputs any fields for desired users in the corresponding columns and save as a .xlsx file.
  5. Select the Users tile.
  6. Click the down arrow icon on the User Search page, then select Import.
  7. Select Browse to select the Excel (.xlsx) file that was created above.
  8. Select Upload to import the file. 
    Warning:  Importing is limited to a maximum file size of 5000 rows.  If you have more than 5000 assets to import, divide your file into two or more files.
  9. You will receive a notification that the import is been scheduled. You will also receive an email with a log once the import is complete. The job status can also be found on the Dashboard. Review the log to confirm that the accounts were imported successfully.

Detailed Steps to Import Users

User Import Fields 

  • Full Name (required): Full Name of the user.
  • New Email (required for new user): Email address for new user login or new email/login of an existing user.
  • Original Email (required for existing user): Email of an existing user (for updates).
  • Company: Name of company.
  • Is Active: Enter Y for yes, or N for no.
  • Preferred Language: Valid values include English, Spanish, Chinese, French, or German.
  • Country Code (1,2): Must abbreviate the country using the proper two letter .NET country code. You can find a full list of countries preceded by their two letter abbreviations here. If the account is located in the US, the user must correctly enter the Address using the proper format outlined below.
  • Address (1,2) must be entered on separate lines:
    • For example, a United States address would be entered as follows: Address 1=street address (i.e.123 Main St Suite 101); Address 2=city (i.e. Boston); Address 3=state abbreviation (i.e. MA); Address 4=zip code (i.e. 02110).
  • Phone (1,2,3) Type: Valid values include phone and fax.
  • Phone (1,2,3) Number (at least one type is required): Enter the entire phone number including the area code.
  • Phone (1,2,3) Extension: If there is an extension associated with the Phone number, enter it here.
  • Phone (1,2,3) is Primary: Indicate if the phone number is Primary by entering Y or N if including more than one phone number of the same Phone Type.
  • Accounts (at least one is required): Name of each account the user is associated with. Enter multiple Accounts with a | (space, pipe, space) between each account. For example: Account1 | Account2
  • Roles (at least one is required): Name of each role the user is assigned to.
  • Role Exceptions: Any role exceptions added to the user (+ indicates has right; - indicates removal of right; if multiple role exceptions separate with | ).
  • Receive Reports Via: Valid values include Email, Fax or EmailandFax (blank defaults to None).
  • Receive Messages Via: Valid values include Email (blank defaults to None).

Import Errors

The following is a list of all of the possible error reports and how to fix the mistakes:


Missing email. > Enter an email address (must be unique for new user).
Phone is required. > Enter a phone number.
At least one valid Account is required. > Enter at least one valid account.
At least one valid Role is required. > Enter at least one valid role.
The security role 'security role here' does not exist. > Security role entered does not match available options.
The user 'user here' already exists. > New user and the specified email address already exists in the system.
The account 'account here' does not exist. > Account entered does not match available options.
The security role exception 'security role exception here' does not exist. > Security role exception entered does not match available options.
Country 'country here' is invalid. > Enter valid country code.
Phone Type is invalid for 'phone number here'> Enter a valid phone type.
Street is missing for Primary address. > Enter street address in Address 1.
City is missing for Primary address. > Enter city in Address 2.
State is missing for Primary address. > Enter state in Address 3.
Zip is missing for Primary address. > Enter zip code in Address 4.
State is invalid for Primary address. > Enter a valid state code in Address 3.
Zip is invalid for Primary address. Zip codes should be in the form '00000' or '00000-0000'. > Enter valid zip code.
Preferred Language is not valid. > Language code entered does not match available options.
User user here does not exist. > Update existing user and the specified original email does not exist in the system.
Only one primary fax number is allowed. > Only one fax number should be indicated as primary.
Only one primary phone number is allowed. > Only one phone number should be indicated as primary.
Invalid email address. > Enter valid email address.
Import file contains more than 5000 rows. > Divide your file into multiple files with less than 5000 rows in each