How to import users

Users can be created and updated in bulk through CSV upload.

Step-by-step guide

• Step 1 of 9

  Navigate to Content > Bulk actions.
  
  The tasks list displays all previous actions that have been performed, along with their status.
  
  
  
  To create a new task, select + Create new bulk action.
  
   

• Step 2 of 9

  Select Create Users as the action you would like to perform.
  
  
  
  You will then be presented with the new import screen.
  Enter an Import task title. This will enable you to find it from the import list. 
  
  
  
   

• Step 3 of 9

  It is possible to Download a template to assist you in gathering the data in the required format.
  
  

  The download consists of two files:

  1. CSV template - This file contains all possible columns you may need to populate in order to successfully import data for your chosen type of User.

  2. PDF instructions - This file contains instructions and supporting guidance on how to populate the CSV with the correct data format.

• Step 4 of 9

  The import behaviour selection determines the action you wish to perform when uploading the populated CSV.
  
  
  The table below describes the import behaviour for each selection.

  Behaviour	Description
  Search for existing data, create new records which do not exist, do not update existing data	risr/advance will use the data in the uploaded CSV to attempt to search for users which may already exist. If existing data is found these user fields will NOT be updated. Any rows which do not match existing data WILL be created.
  Search for existing data, create new records which do not exist, update existing data	risr/advance will use the data in the uploaded CSV to attempt to search for users which may already exist. If existing data is found these user fields WILL be updated with the information within the uploaded CSV. Any rows which do not match existing data WILL be created.
  Search for existing data, do not create new records, update existing data	risr/advance will use the data in the uploaded CSV to attempt to search for users which may already exist. If existing data is found these user fields WILL be updated with the information within the uploaded CSV. Any rows which do not match existing data will NOT be created.
  Create all records in the file, do not check for existing data	All rows in the uploaded CSV will be created as new user fields.

• Step 5 of 9

  For the import, email notifications can be enabled or disabled.
  
  
  
  This import email notification setting only applies when adding a local login credential to a user profile, and dictates whether the user receives the welcome invitation to risr/advance email notification. The link to set a password expires after 30 days.
  
   

• Step 6 of 9

  After selecting the chosen import behaviour it is then possible to upload the source CSV file.
  
  

  Only CSV files with a maximum of 100MB are allowed.
  The format required for uploading dates is YYYY-MM-DD
  ASCII characters (e.g. / - ) are not supported within the column headers of the CSV upload file.
  
   

• Step 7 of 9

  The column matching section of the import configuration allows you to map your CSV source data to the relevant area within risr/advance.
  
  

  Template
  This column shows all the available user profile information which can be populated during the creation of a new user record.

  Your data
  These selection boxes correspond to the columns found within the source CSV file. Selecting the relevant CSV columns here will allow data in the source file to be mapped to the appropriate risr/advance user field.

  Matched
  This indicates whether or not a mapping has been chosen for this line.

  Mandatory fields
  This indicates whether this is a mandatory field within risr/advance. Last Name and Email are mandatory fields along with any other custom user fields marked as mandatory.

  Search for existing records
  This column will be displayed if you have chosen the import to search for existing data. It allows you to choose how risr/advance should attempt to search for existing users. All the lines checked will be combined together to determine the exact combination of information which should constitute existing data.
  
   

• Step 8 of 9

  Roles can be added or removed from user accounts using the three options at the bottom of the column matching section.
  
  

  Add role(s) - The role(s) specified in this cell will be added to the user record.

  Remove role(s) (When Updating only) - The role(s) specified in this cell will be removed from the user record. All other role(s) of the user will remain assigned.

  Replace all existing role(s) (When Updating only) - The role(s) specified in this cell will entirely replace the user’s existing roles. The user will be left with only the role(s) specified in this this cell.

  Multiple options can be specified within the CSV using the pipe separate |
  The comma (,) is not a valid data separator
   

• Step 9 of 9

  Choose import to run this task for real and mock run to perform a test of the import behaviour.
  
  

The ability to import user data is controlled through the role permissions Allow user to import users.