You can import a file with several new users as an alternative to creating one user at a time. Click on the Import User List link on page Users - Users

...to open the Import User List Wizard:

In the Import User List Wizard, select the txt/csv* file on your computer, preview it, and click Start importing if the format is correct. If one or more cells contain invalid values, error messages will be given in tooltips in red cells, and you cannot import the file.

* We recommend UTF-8 encoding for the file to make sure characters other than a-z are shown correctly.

The first row in the file must contain these column names:
user_name, firstname, lastname, user_num, email, mobile, usergroup_name, language_code, keywords

Template: 

Row 2-N contains the new users. We allow max 100 rows in a file.

If the file contains a row with an existing user_name, the user_name cell will be red. If a row does not contain email or mobile, or if usergroup_name does not exist, the the cells will be red. Start importing is enabled only if the validation does not find any errors in the file.

 

About the columns:

Column Description
user_name Required and must be unique within the customer (max 32 characters)
firstname Optional (max 32 characters)
lastname Optional (max 32 characters)
user_num The Agent ID is shown in statistics(max 6 digits). Must be unique. Optional
email Required. On format *@*.*. Must be unique. 
mobile Optional. Must be unique and include 00 and country code, but no spaces or brackets. 
usergroup_name Required. You must use an existing user group name.
language_code Required. Choose between en, no, dk, se, fi, nl, bg, hu.
keywords Optional. Max 100 characters. If more than one keyword for a user, use "§" as separator between keywords.

 

User type and Puzzel ID should not be added as columns to the file. A new user imported from file is given user type = Person, so if you have a user in the file that should have another user type, please change user type after the file is imported.  

How to save numbers starting with 00 from Microsoft Excel

Format the column as text (select the column, right-click and choose 'Format cells', then choose 'Text'). Or type ' before the digits (004712345678) so that Excel understands this is text and shows the leading zeros. Then save the file as CSV or UTF-8 (txt).

Published

11/06/2020 - 09:55

Last updated

25/01/2023 - 08:38
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