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Import users

You need for a user import a CSV file als basis. You can download this template via the report Dynamic CSV export – A client’s users.

To import a new user, choose User management → Import. The user import serves as quick creation of users or quick up-dating users.

More information about the automated user master data adjustment you find here.

Note regarding author import via REST interface

You can create an author account to the user account, at which both are linked. But this option offers only the user import via REST interface. For further information please contact the support team.

The mandatory fields for the CSV import are:
– Login
– E-mail
– first name
– last name
– Language (preferredLanguage)
– Gender ( gender may only contain the values “m”, “f”, or “” (empty) ; ZERO is no valid value.)

Import settings

CSV file

Please select a CSV file containing the users to be imported via the button Select.

Character code

Choose the character code. This should be normally ISO-8859-1. If you recognize on the tab Overview, that special characters weren’t transferred correctly, change to UTF-8.

Import options

Via the import options you define, if only new users should be created, existing should be updated or if both options should be done.

Further you can define by setting an appropriate check box, if only existing users, at which the import setting agrees with the save user data, should be updated. If you haven’t selected this option, also existing users are updated, who have other import settings for example or were created manually.

Designate client

Select a client where the users are to be put. There is no default for the client.

Standard permission group

Determine whether newly created users should contain a permission group.

Prefix and suffix for the user name

This is an automatic generation of the user name. The prefix is a fixed string, which is set before the login in the CSV. The suffix is a fixed string, which is set after the login. You can use both or none of them of these login supplement for the user name.

Prefix and suffix for OE (OU)

Indicate a prefix and a suffix for the OE of the users to be imported. See prefix and suffix for the user name.

Password options

You can define, if the users have to change their password at the next/first registration or if they should receive the initial password via e-mail (the e-mail address of the CSV file is used). The option Generate new password created a random password. The option Generate password from user name sets the password as user name. The password options apply only to new users who were saved.

Stipulate the user profile

Stipulate which user profile you want the newly created users to be given.
The user profile determines which information about the account the user can see and where applicable, edit.

Default login mechanism

Specify the login mechanism to be applied to users who enter either no information or incorrect information.

  • If you want to define the registration (login) via the Avendoo® start page by entering user name and password or via Single Sign On, choose the option Avendoo and SSO.
  • If you want to define the registration (login) only via the Avendoo® start page by entering user name and password, choose the option Avendoo.
  • If you want to define the registration (login) only via Single Sign On and defining that the user cannot register manually via the Avendoo® start page, choose the option SSO.

Role import

Stipulate how roles are to be handled in import:

  • Do not import or change roles
  • Import roles via the title separated by “,”
  • Import roles via the external reference separated by “,”

Overview

Statistics on current import operation

These statistics gives you a quick overview of the performed import.

Example

  • Details on the users
    In this table you see all user data of the users, which you want to import.
  • Error code
    The column error code is green or red. It depends on if the user could be imported or couldn’t be imported.
  • Red marked
    This can be caused by: The user is already as author in the system or the user is already in another client.
  • Green marked
    The import of the user is possible
  • If the number of characters of 255 per column is exceeded, you get a feedback.

Below the table you can export the data via click on the appropriate button (CSV Export (UTF-8) or CSV Export (ISO-8859-1)).