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Users

In this article, we will guide you through the simple steps necessary to efficiently import user data, ensuring a seamless integration process.

The user import process will:

  • Create a user
  • Associate the user with the company, division, department, and typology.
caution

To successfully import the data, ensure that there are no duplicate entries in the system.

The following combination must be unique:

  • Username | Name | IsActive | Company | Division | Department | DepartmentType| Typology

Preparing your data file:

  • Format your user data file correctly for a smooth import.
  • Ensure that the data is organized and structured in a compatible format.
  • Verify that all mandatory fields are included and filled in correctly.
  • Consider any specific data formatting guidelines or constraints mentioned in the system documentation.
  • Check carefully for inconsistencies or errors in the data to avoid issues during the import process.

FAQ​

How do I check for duplicate entries?​

To check for duplicate users, follow the steps below:

  1. Access the list of users.
  2. Export all data to an .xls file.
  3. Open the .xls file and look for duplicate entries.
  4. Make a note of the duplicate entries that need to be removed.
  5. Return to the list of users.
  6. Delete the duplicate entries.