Importing users into Tendenci
You can quickly import groups of users from another data source using the User Import Utility.
- First prepare your users for import
- Log in as administrator.
- From the Tendenci console, scroll down unitl you see the Admin Quick links and choose Manage Users.
- Scroll to C) User Import Utilities and choose 2. Upload User DB Text File (bulk).
- Browse to Upload your import your Import Template CSV. See How to prepare a user file for import for more information
- Choose how to handle the imported users:
- Make Users Interactive - determines whether or not imported users will be able to log in to your site; check the box to make them interactive
- Update -
- Blank Fields - Updating blank fields will only replace information in the user account that is blank or missing. Updating blank fields will not overwrite user account information.
- All Fields - Updating all fields will overwrite all user account information. If a blank field is inside of the csv file, the user account information associated with that field will be deleted (removed)
- Note** - If you wish to overwrite user account information without deleting user account information, please remove the columns in the csv file that have blank fields (cells).
- Clear out member id's in the user record? - use this option to erase all member id's for the users that you're importing
- Identify Duplicates by - checks for duplicate records based on this item (for most imports, we recommend leaving the default). Whatever key you select will automatically make these field required in your Import Template CSV.
- Add users to this group - choose a user group to put these users in
Reset group before importing - use this option to clear out the group and put only these users that you are importing into it
- Enter your Authentication String. Ask your Schipul rep for this string. This is a security feature.
- Click Preview Import.
- On the Preview Import page, review your import. If everything looks OK, click on Import Users to complete the import.