Creating and Managing User Profiles with the On-Demand Import

Objective

After completing this lesson, you will be able to create and manage a production user profile with imports.

On-Demand Import File Overview

Users with the Employee Administrator role can access the on-demand import file. This file lets you upload users in bulk using the employee template found under the Import Users link in the User Administrator section.

You can download a new copy of the file or maintain an existing file. Each upload will update the user profiles listed on the import template you uploaded. The file reflects all products purchased and can be updated by administrators with unrestricted access. All blue columns in the file are required.

On-demand employee import file.

Import User Profiles with the On-Demand Import File

To import user profiles with the on-demand import template:

Steps

  1. Navigate to Company Administration > User Administration and select the Import Users link.

    User Administration page.

  2. Select the User Import Information link to download the template.

    User Import page.

  3. Populate the template with all required fields and save the file to your device.

  4. At the bottom of the User Import page, select Choose File, and then select Upload Your Data.

    User Import page.

  5. The system will review the file for missing data and unrecognizable characters, so it’s best practice to select the Review Import Results tab. The tab lets you review imports from the last 10 days. To review the results, select the Details button.

    User Import page.

Summary

  • Successfully imported multiple user profiles using the on-demand template.
  • Accurately populated all required fields in the import template.
  • Effectively reviewed and resolved import errors.
  • Verified the successful creation of user profiles post-import.
  • Understood the importance of data accuracy in bulk imports.

Learning

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