Importing and Exporting Users

IN THIS ARTICLE

Importing and exporting users from a CSV file is a convenient and quick way to manage a large cohort of users. Use this article to learn how to use this feature.

Exporting Users

  1. Click on the ProKnow icon in the top left corner of the page, and select Users under Identity and Access Management.
  2. Click on the Actions dropdown, and press Export Users as CSV.
  3. Open the CSV, which will contain the name, email, role, and active state for each user in your organization.

The Role Column

For users assigned to standard roles, the name of the role will be supplied in the Role column. For users assigned to private roles, the Role column will contain the special value [Private Role].

Importing Users

Before you begin, you must construct your CSV. Your CSV must, at minimum, contain columns for the email, name, role, and active status for the users you wish to import. The user email field provided in the spreadsheet will be cross-referenced against the current list of users to determine whether to create a new user with the provided values or update an existing user with the provided values.

  1. Click on the ProKnow icon in the top left corner of the page, and select Users under Identity and Access Management.
  2. Click on the Actions dropdown, and press Import Users from CSV.
  3. Begin by selecting the CSV file containing the users data. Press the Select File button to choose a file from your file system. Then press Next to continue to the next step.
  4. Associate each column in the spreadsheet with the appropriate user field. Columns that exactly match user fields will be automatically associated. Otherwise, to associate a column with a user field, choose the user field from the select box. To ignore the column, choose (Ignore) from the select box. Press Next when finished to continue to the next step.
  5. After clicking the Next button, you will be asked to acknowledge that you understand the consequences of the action you are about to perform. The acknowledgement will list how many rows were found in the spreadsheet and how many potential user records may be updated. Once you have acknowledged the potential impact by clicking on the consent checkbox, you may press the Import button to begin importing the users.
  6. Once importing is complete, you will see a message reporting how many rows were imported. To view a detailed results report, click on the "Click here to download a results report" link which will download a CSV file containing detailed information on all imported users (and any that may have failed to import). Press Finish to exit the wizard.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.