Add users with the import template

  • Updated

Using the import template provided within the Admin Console is a quick way to take existing user data and bring it into Configured Commerce. The template is pre-populated with data columns which represent the many user fields in Configured Commerce. This article provides an overview of how to effectively use the import template.

To successfully upload the data into Configured Commerce, the cells in the template spreadsheet must be formatted as text.

Template Columns

The template columns are broken down into the following groups:

  • Required - These fields are customer data point that are necessary within Configured Commerce
  • Recommended - These fields are recommended, but not necessary to create a viable customer in Configured Commerce
  • Optional - These fields are optional based on the configuration of Configured Commerce features

The table below represents the columns in the Console Users template:

Column Group Description
User Name Required This reflects the email address or other login name used to authenticate to the admin console and the website
First Name Recommended User's first name
Last Name Recommended User's last name
Email Required Properly formatted email address
Password Optional Password that must match the site required specifications for length and special characters
Phone Optional User's phone number
Roles Optional Comma separated list of the roles assigned to the user

The table below represents the columns in the Website Users template:

Column Group Description
User Name Required This reflects the email address or other login name used to authenticate to the admin console and the website
First Name Recommended User's first name
Last Name Recommended User's last name
Email Required Properly formatted email address
Password Recommended Password that must match the site required specifications for length and special characters
Company Optional User's company name
Phone Optional User's phone number
Default Customer Optional Customer number for the default customer of the user
Customers Optional Comma separated list of the customers the user is assigned to
Websites Optional Comma separated list of websites assigned to the user
Roles Optional Comma separated list of the roles assigned to the user
Approver Optional Used for order approval and budget workflow. This field represents the approver's User Name for this user
Preferred Currency Optional The preferred currency of the user
Password Change Required Optional 0=false, 1=true
Language Optional Preferred language code for the user

Import Users

To import Console users with the Configured Commerce user import template, complete the following steps.

  1. Go to Administration > Console Users.
  2. Select Importat the top of the page.
  3. Select Console Users from the drop-down, then select Download Template to download the import template.
  4. Populate the template with the necessary information. Ensure the data is formatted as Text, then save the template.
  5. Return to the Admin Console and select Choose File to browse for the template file.
  6. Choose from the Import Options at the bottom of the screen. Select Send activation email to allow the system to send activation emails to each user in the template.
  7. Select Import.