1. Import user details through CSV. sample csv 

Customer may have large number of consumer users and it is not possible to create each user manually. For large number of user upload customer can use bulk upload by importing CSV.

Process For Bulk upload is as below:

  1. Login as Customer.
  2. Click on Administrator and go to users menu.
  3. Click on Import button available on users page.

 

  1. Click on Download sample CSV to Download Template for user upload.

 

  1. Fill all required information in CSV file. 

 

Below are point need to take care before processing CSV file. 

  • Upload will allow max 500 users in single upload. File should not contain more than 500 records.
  • Mandatory fields are First Name, Last Name, Card No, Facility Id, Role, Contractor, Department Name, User Access Level.
  • All Mandatory fields must be filled for each record.
  • Email Id of each user should be unique. There should not be any other user having same email Neither in CSV file nor in already created users.
  • CSV file should not have two users with same First name and Last name combination. i.e User should have unique First name + Last Name.
  • All contractor name added in CSV file must exist in Contact list.
  • User Trading name as Contractor name in CSV. Name should be same as created in Contact. It is Case Sensitive.
  • All Department name added in CSV file must exist in Department list.
  • Use Department name In CSV file. Name should be same as created on portal. It is case sensitive.
  • Access Code for each user should be unique. There should not be any other user having same Access Code Neither in CSV file nor in already created users.

 

  1. Upload CSV file to portal.
  • Click on Upload CSV.
  • Select CSV file.
  • System will validate for data format and will load data on portal.

 

  • You can remove unwanted records by clicking on  Action icon.
  • If due to any mismatch in data system does not load details, it will give error for issue with page no.

  •  You can correct details by selecting specific record. In above case Contractor name is missing, you can select record and select contractor from dropdown. It will assign selected contractor to record.

  • While selecting details make sure you select all 3 fields i.e. Role, Contractor, Department. Also select only record where update is required. If all records are selected, it will change details for all users (not only records of page, it will change for all records of all pages).
  • If all information provided in file is in correct format it will load file data and will ask for confirmation to add user details.

  • Once you confirm details it will save user details. If there are multiple users with first name and last name exist, it will give error for duplicate user name. 
  • In such case it will add users partially, therefore make sure there are no users with same first name last name exists in file.