Importing people records

You can bulk import a CSV, XLS, or XLSX file of users using the import feature in the People menu.

Before you start

Before you import, complete the following steps:

1. Create a .csv, .xls, or .xlsx file or a Google sheets document.
2. Add a column heading to the first row that includes the mandatory fields for creating or updating the record. The mandatory fields depend on how your Oomnitza instance was customized. The column headings that you must include are First Name, Last Name, Username, Email Address, and Role.
3. Add a row for each record and add the values.

To promote data hygiene and integrity, administrators can block the import of records that don't contain values for mandatory fields. See Global settings. 

Procedure

1. Click People. 
2. Click Import.  
3. Choose one of the following options:
   1. Create. Creates new records. Existing records identified in the spreadsheet are ignored.
   2. Update. Updates existing records. New records identified in the spreadsheet are ignored.
   3. Update and Create. Updates existing records and creates new records.
   You cannot update the Username. If you attempt to update the Username you get a forbidden error.
4. In the Advanced section, you can:
   • Restore archived records. 
   • Change the time zone and location. This information is used to display the date and time of the start and completion of the import run for all users.
   • Add tags to your import to find it quicker in the Import Manager later. 
   • Opt to receive an email notification about the completion of the import run.
5. Click Continue.

Mapping

1. Define the mapping fields. You can choose one or more of the following options:
   1. Smart Mapping. Click Smart Mapping to automatically map the fields.
   2. Manual Mapping. Click the down arrow in the field that you want to map and select the target field.
   3. Mapping Template. Select this option to reuse a previously saved mapping configuration from a previous import. If you do not have a mapping template, you can save the current mapping as a template.
2. Set one or more fields as sync keys. The sync key must be a unique value, such as an email address. The sync key is used to detect new and created people records.
3. Click Validate.
4. When the validation is complete, click Import.

If blocker or warning errors are generated, click Show Details to review the validation log. To import the file, you must fix the errors and start the import process again.

Result

The records are shown on the People page. To review files that were imported, click Import on the People page. 

Did you know?
You can also set a limit for the number of bulk edits that can be made to people records. Refer to the system.bulk_edit_records_limit in Global settings

Related articles

Using the Import Manager

Customizing information for people records

Sample import template