What is it?
In order to quickly onboard multiple important users to your ITONICS platform, you can use the dynamic user upload import that adapts to your specific User Configuration.
How does it work?
Go to the settings wheel and the Settings Wheel > User Management > User Import to open the user import page. Generate and download the import template by clicking on the Generate Import Template button on the right-hand side.
The generated import template consists of the following columns:
- ID: The ID column expects a positive integer value.
- User Name: The User Name column expects the user's username as a string. This column is mandatory.
- First Name: The First Name column expects the user's first name as a string. This column is mandatory.
- Last Name: The Last Name column expects the user's last name as a string. This column is mandatory.
- Email: The E-Mail column expects the user's email address as a string. This column is mandatory.
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Profile Image: The Profile Image column can be populated in two ways:
- Add an external URL link to an image that's available online (Right-click on the image > Copy Image Link).
- Add a local image file that should be present in the image directory. You can upload a zip file containing your image files via Settings > Export / Import Data > Zip / Image Imports to populate the image directory. The zip file is automatically unzipped. If you have an image "green-supply-chain.png", it should be populated in that directory, whereas in the excel file, you will just write "green-supply-chain.png".
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Banner Image: The Banner Image column can be populated in two ways:
- Add an external URL link to an image that's available online (Right-click on the image > Copy Image Link).
- Add a local image file that should be present in the image directory. You can upload a zip file containing your image files via Settings > Export / Import Data > Zip / Image Imports to populate the image directory. The zip file is automatically unzipped. If you have an image "green-supply-chain.png", it should be populated in that directory, whereas in the excel file, you will just write "green-supply-chain.png".
- Company: The company column expects a string value.
- Job Title: The job title column expects a string value.
- Business Unit: The business unit column expects a string value. This column is mandatory.
- Region: The region column expects a string value.
- Interest: The interest column expects a string value. You can populate this field with multiple values by separating them with a semicolon.
- About: The about column expects a string value.
- Phone Number: The phone number column expects a numeric value.
- Roles: The role column expects an existing role as a string value.
- Groups: The group column expects a string value. If a user is part of multiple groups, you can add multiple groups by separating them with a semicolon.
Prepare the Excel file and save it.
Upload it to the platform by clicking the Choose file button.
Select one of the following Unique Identifiers to identify and update existing users (instead of creating a new user profile):
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- User ID
- Username
Example on how to use the Unique identifier: You have to select User ID if you want to change the name of an already existing user. If you select the Username instead of the ID it will create a new user with the Username you are going to import.
If you want to create new user groups, you can mention these groups in the template and assign the respective users to those groups. Use a comma to separate multiple groups, and the user group will be created during the import. In this case, check the box to Create non-existing user groups.
If you do not want to update existing user profiles, check the box to Skip/Ignore existing users. Existing users, identified with the selected Unique Identifier, are ignored during the import. If you want to update the existing user profiles, you should not check this option.
If you want to notify users about the newly created account, check the box to Notify users about account.
Be cautious with this option and better inform users upfront about a possible user account. It could be that unknown messages are perceived as spam and ignored.
After finishing all the steps above upload the excel file to the platform by clicking the Import button.
If the import was successful, you'd get a pop-up confirmation.
If the import identifies errors, warnings, or missing values the import will be canceled by showing the identified issues.