Importing Users

This feature allows to Import Users from a file. Permitted file types are .csv, .xlsx or .xls.
There are two formats that can be used to Import Users.

1. Basic Format
   Allows for import of users with 15 distinct attributes. The attributes should be present in the import file in the following order:
• Username*
• Description
• Password*
• Role*
• Allow Review
• Locked
• Override Password Security
• Force Change Password
• Override Force Release Messages
• Override Inactive Account Lock
• Title
• Display Name
• Photo URL
• Phone No
• E-mail.

The import file should contain the first row as the header row with attribute names listed. The attributes marked with a * are required. All attributes should be present in the import file. If there is no value for an attribute, please include it as blank value.

The following are data type guidelines for each attribute:

• Username
• Description
• Password
• Role
• Allow Review
• Locked
• Override Password Security
• Force Change Password
• Override Force Release Messages
• Override Inactive Account Lock
• Title
• Display Name
• Photo URL
• Phone No
• E-mail
• - Text value
• - Text value
• - Text value
• - Text value (this is the name of the role you want to assign to the Agent)
• - True or False
• - True or False
• - True or False
• - True or False
• - True or False
• - True or False
• - Text value
• - Text value
• - Text value
• - Text value
• - Text value

This format allows for importing users only but the Departments and Queues cannot be assigned for each new imported user at the time of import. Only the primary Department for the user will be assigned when importing users with this format. The primary Department assigned is the department in which the import is initiated from.

2. Advanced Format
   Allows for import of users based on other user profiles that already exist in the application. This format supports use of only 4 attributes. The attributes should be present in the import file in the following order:
• Username*
• Description
• Password*
• Clone from user*
  

The import file should contain the first row as the header row with attribute names listed. The attributes marked with a * are required. All attributes should be present in the import file. If there is no value for an attribute, please include it as blank value.

This format allows import of users based on the profile of another user to clone from. All settings (except Username, Password, Description, Title, Display Name, Photo URL, Phone No and E-mail) are copied from the "clone from user" profile.

At the completion of import (either using Format 1 or 2), a message is displayed confirming successful import. If not successful, an error is displayed to the user.

Learn about users.

How do I clone a user?