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Bulk Upload Users in Online

Lisa Cook
Updated

You can upload users in bulk in Conferma Online by downloading our sample CSV file, adding your user data and reuploading the file.

Clicking Download sample file will download a sample file named 'users.csv'. Open this file to see an example of the information and format required to bulk upload users.

User_Bulk_Upload_Sample_File_1.png
User_Bulk_Upload_Sample_File_2.png

How to Bulk Upload Users

Caution

Do not include any apostrophes (') when preparing your CSV file for upload. If there are any apostrophes on the CSV file that is uploaded, the file will fail to upload.

  1. Click Administration and then click Manage users.

  2. From Manage users click Bulk upload users.

    Bulk_upload_users.png

  3. Open your file explorer and locate the file you want to upload, the file must meet the following guidelines:

    • The file must be in comma-separated values (CSV) format

    • The first row must contain the column headings

    • Any values may be enclosed in double quotes ""

    • Where values contain commas, these must be encased in double quotes ""

  4. Drag the file over the box in Conferma Online. Your file with be uploaded automatically.

  5. You will be taken to the parsed result page, which shows the file status and the file check results.

    Bulk_Upload_Conferma_4.png

    If the file is not accepted, the Process file button will be unavailable, and a failure log will list any issues with the file. Click Back to reupload a new CSV.

    Bulk_Upload_Process_File_Failure_Conferma_1.png

    When a correctly formatted CSV file is processed, the Process file button will be available.

  6. Click Process file to upload the users.

    If the upload fails, you will see an error message.

    If the upload is successful, you will see a confirmation message.

    Bulk_Upload_Conferma_5.png

Previous Uploads

From manage users, click Previous users uploads to view the details of previous uploads.

Bulk_Upload_Previous_Upload_Conferma_1.png

Bulk Upload Sample File Fields

Field

Description

Mandatory

Example

Username

The username of the user. This can be used to log in.

Y

JohnDoe

Role

The user role of the user. E.g. Deployer, SearchOnly, Approver1, Approver2.

Y

Deployer

ApproverEmailAddress

The email address of the user that is the approver of the user being created.

N

janedoe@test.com

Forename

The first name of the user.

Y

John

Surname

The second name of the user.

Y

Doe

EmailAddress

The email address of the user.

Y

johndoe@test.com

ContactNumber

The contact number of the user.

N

07xxxxxxxxx

EmployeeNumber

The employee number of the user.

N

152541

CostCentre

The associated cost centre of the user. *This field is not in the CSV by default, and must be added manually as a new column.

N

1234

HasReportingAccess

A toggle option that will provide the user access to snap.

Y

Y

EnableSupplierManagement

A toggle option that will allow the user to manage suppliers.

Y

Y

EnableSupplierApproval

A toggle option that will allow the user to approve new suppliers.

Y

Y

1750-Card Pool A

The Card Pool ID and Card Pool name.

Y

Y

1750-Threshold

The maximum amount that the user can create a card for.

N

100

1750-ReportingEnabled

A toggle option to provide the user access to view deployments created with this Card Pool in snap.

N

Y

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