Last Modified: 22.10.2021
Importing from a CSV File
The dedicated User import (Settings > Manage Users > User import) admin section allows importing complete user lists.
It's recommended to create CSV files using MS Excel software. It's advised to check the file encoding by opening it using MS Excel when you have created the file using other software.
in the site encoding. Encoding can be viewed in the site creation/editing form (Settings > System settings > Sites > Sites).
Important! If the system uses the UTF-8 encoding, a CSV file must be created in this encoding as well.
Preparing a CSV File
A valid CSV file must exist before you import users from it. The file must have the following format:
Each line in the file represents a table row. A header can include any records in a single line. The header describes the data that follows it. The values in each line (the header and the data) are separated by a delimiter.
Example of user data header
The data in fields must match the format prescribed by the header. Independently of data existing for corresponding field, the field must be specified.
For example, if the file header has the following format:
and there is no data for some fields, say 2, 4 and 5, the data row must still be like the following:
Fields without data are simple marked by delimiter.
Important! Minimum condition for user import from a CSV file is the specified NAME and LAST_NAME for the user.
Table with field headers and data types
Please be advised the following aspects before formatting CSV file:
- Delimiter can be as follows: comma (,), semicolon (;), space or tabulation. Spaces between values are prohibited. When space character is used as a delimiter, ensure that there are no double spaces between values.
- When comma is a part of a value (for example: object properties are comma-separated), enclose the value in double quotation marks
- When double quotation marks are part of the value, enclose the value into the pair of double quotation marks. For example, "John" in CSV file must have the following format:
- Empty strings in CSV file are prohibited.
- Headers, string values and login are case-insensitive.
- Passwords are case-sensitive.
- Logical values have the following format: Y — true; N — false.
- Data, located in the string after the last identified value in the header string is ignored. For example, if file header string indicates 10 characters and the data string contains 12 characters, the last 2 will be removed.
- Data elements which values are not specified are processed as empty strings.
- Time format must be set in the site language format. For example:
MM/DD/YYYY HH:MI:SS (for English).
To make sure you will not encounter any errors during import, check that the file data meet the specification described at the beginning of this chapter. You can check this by opening a CSV file in MS Excel:
- Check the headers.
- Ensure the length of all passwords is at least 6 symbols.
- Ensure the length of all logins is at least 3 symbols.
You can start import after checking CSV file.
You can use a user export file from an active site as a template. Execute the following actions:
If the import procedure failed for some reason, delete all the records that have succeeded to import, correct the CSV file and perform the above actions again.