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.

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.

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.

User Closing Institution Address Fields - optional

These fields are used only when adding new institutions during an import.

User Closings Import Options

Institutions and Groups

There are 3 main behaviors to choose from when importing user closings with the user import.

1. Use existing groups and institutions

   1. the closing groups and institutions must already exist before the import runs.

2. Add new Institutions only

   1. automatically creates a new Closing Institution if a match isn’t found in the given Closing Group

3. Add new groups and institutions

   1. automatically creates a new Closing Group when a match isn’t found in the users Content Group

   2. automatically creates a new Closing Institution if a match isn’t found in the given Closing Group

Institution Types

An secondary option controls if the Institution Types must already exist or if the import process will add them when they are not found. Note that the import will not update the institution type of an existing institution.

Assigning Multiple Closings to a Single User

To achieve this - add a record for each closing and re-use the same user basic details changing the closing institution details.

A note on Updating User Closings

If the Assigned Closing is enabled for update of existing users - the import will replace the existing assignment with the one defined in the import file for each user.

Additional Notes

The import only works with Closing Groups in the user’s assigned Content Group when trying to find a match or creating a new one.

This assignment of a user closing can also be done manually via the User Closings module.

This feature was first enabled in build 14.2.2.5 released Feb 11, 2022.

Sample Import with Closings Assigned

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How To …

Import Users Into Specific Content Groups

When importing new users - they need to be assigned to a content group. You will need to select a default Content Group before importing your file of users. If all the users in your file can be assigned to the same content group then you are ready to import. If however some of the users in the file belong to a different content group then you have 2 choices:

1. Provide the correct Content Group name in the Content Group field for the user.

2. Separate the users into different files for each Content Group and run them as independent imports with the appropriate default Content Group selected.

Updating Users

The import process can be used to update existing users data. Users are matched based on the User Name field. The import process will only update a data field if these conditions are met

1. It is selected for update in the checkbox list - AND -

2. The corresponding column is available in the file

Content Group Changes

When a user content group is changed the import process will

1. Remove any access granted to the user’s previously assigned content group

2. Grant full access to the new content group.

Flow UI - What does the Import Module look like?

This is an example of the Import Users module in Flow.

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Who Can Access This?

Currently only users in the Global Content group with a System Admin security level can use this module.