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roam_server_import_user [2015/04/28 15:50]
ybarajas
roam_server_import_user [2015/12/15 21:20] (current)
jrodriguez
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 +====== Bulk Import Users======
 +
 +Use this feature to create, activate, or suspend users by uploading a .CSV or .XLSX  file with the appropriate values. An optional column, "Groups," allows you to import based on user groups.
 +
 +The imported file must contain the following columns:
 +
 +<note important>If any first  or last names contain international characters, then you must upload using an .XLSX file.</note>
 +
 +^ Value ^ Required? ^ Description ^
 +| **fname** | Mandatory |A user's first name.|
 +| **lname** | Mandatory|A user's last name.|
 +| **username** | Mandatory |The name the user uses to log in. This includes the iPass domain assigned to the user (e.g. <user>@<ipassdomain>.|
 +| **email** | Mandatory |A user's email address. |
 +| **company** | Mandatory | CompanyId assigned to your company.|
 +| **password** | Optional | Leave this field empty if your company is set up for **[[roam_server_add_user_auto_gen|auto-generated passwords]]**.|
 +| **departmentCode** | Optional | This must match the Cost Center provisioned in the Open Mobile Portal. If the Cost Center feature is not set up for your company, leave this field empty.|
 +| **trialStart** | Optional | This column is only for trial users and should be left empty for any other type of user.|
 +| **trialEnd** | Optional | This column is only for trial users and should be left empty for any other type of user.|
 +| **activateNotification** | Optional | Available options are **True** or **False**. If you enter **create** into the action field, the self-service activation email will be automatically sent unless **activateNotification** is set to False.|
 +| **suspendNotifcation** | Optional | Available options are **True** or **False**. If set to False, the user will not receive a suspension email.|
 +| **homeCountry** | Optional | This must match the pre-defined two-letter ISO Country Code in the Open Mobile Portal.  |
 +| **action** | Mandatory | **create:** Create and activate a new user |
 +|::: |::: | **update:** Update existing user information |
 +|::: |::: | **remove:** Suspend a user (//Please note that this will not delete a user//.) |
 +|::: |::: | **edit:** Update existing user information with the exception of passwords. In addition, entering **edit** will create a user if they don't exist.|
 +
 +**To import users**:
 +
 +  - Browse for the appropriate user file. .CSV and .XLSX files are both acceptable file types. However, if you have international characters as part of first names or last names, you must upload using an .XLSX file. 
 +  - Click on the **Upload** button. 
 +
 +
 +----
 +Go to: **[[:account_tab|Account Tab]] > [[:roam_server_users|RoamServer Users]]**
  
 

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