Import Users
Admin users can import a list of users from a file in CSV format. If you use the correct field names the import process will be able to map your data to users and create or update them for you.
This import process creates a new user for each login name that doesn’t already exist.
Existing users can also be updated by this import process.
Field Names
Fields can be added in any order to the csv file but must use the defined names below.
Field values can be blank except where noted. When a field is blank a default value may apply.
Extra fields in the file will be ignored.
Field Name | Comments | Required? |
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User Name | Cannot be blank. This is the name used when signing in. | ✓ |
First Name | Defaults to User Name if not provided |
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Last Name | Defaults to User Name if not provided |
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Login Method | One of:
Can also be blank and then the default selected in the import module applies. |
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Content Group | The name of the Content Group the user belongs to and will be granted full access to. If left blank or if the given name doesn’t match an existing Content Group then the default Content Group will be applied. |
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Security Group | The name of the Security Group the user is assigned to. Choose from the list of names available in Flow. If left blank or if the given name doesn’t match an available Security Group then the default Security Group will be applied. |
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Phone |
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Password | Ignored for LDAP and Google login methods. |
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LDAP Group | The LDAP Group the user should be assigned to (if applicable) LDAP Groups are defined in the System - Configuration - LDAP module and are visible in the dropdown lists when manually adding/editing users in Flow. |
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Time Zone | The Time Zone ID the user should be assigned to. (if applicable) If a time zone id value isn’t given then the system default will be used which is the time zone of the server. NOTE: the values used in this column must be valid time zone id values. You can see the list of valid time zone values in the User Import module by pressing the Valid ID Values button. This will open a window with a full list of time zones. Added in build 12.3.3.5 |
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User Closing Fields
If you want to automatically assign users to a Closing Institution - then you need to add these closing fields and provide the relevant data for each user record. Both the Group and Institution name must be given.
Field Name | Comments | Required? |
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Closing Group | The name of the Closing Group that the Institution is part of. | ✓ |
Closing Institution | The name of the Closing Institution that the user will be assigned. This can be the name of a school or a business etc. | ✓ |
Closing Type | The name of the Closing Institution Type that the institution will be assigned. |
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User Closing Institution Address Fields - optional
These fields are used only when adding new institutions during an import.