You can easily import user by uploading a file. We provide you with templates that are attached.
You can also import from file in the background. You need to upload your file for import first by going to omniSite \ Files. Make sure you mark file to be secured! Use Import File to import file in the background.
Note: make sure your role has Import rights under omniCustomers \ Users \ Import. You can check your role under omniCustomers \ Roles in App Permissions section.
See attachment for a sample User Import file. Download the Excel file or the text file and open it in your favorite editing program that can edit tab delimited files.
You can use import user defaults as in the picture below or override it for each user inside import file.
Once your file is imported, Omnibasis returns you a file with a first column that has results of the import. If import for a specific user failed, it will tell the reason why.
Import From File
When you choose to import from existing file, we schedule an import job. Once its completed you will be notified.
Import Users with Customer Information
You can import user and customer information details at the same time. Use a template below Impor_User_With_Customer.
When you import user and customer, its like importing user first, then importing customer second, except it is done at the same time from the same file.
Learn more about Customer Import.
Important Fields to Consider
When you upload user file, you can communicate to use a new login information via email or SMS.
- Set EmailConfirm to true, to confirm that user email is valid
- Set SendActivationEmail to true to send activation email
- Set SendActivationSMS to true to send activation SMS
Note: if noticed to many bounced emails for your imports, it will lead to a notice that your email sending privileges might be suspended.
If you have any custom fields, you can use custom fields key as a column name. For example, use job-title to import customer job title.
