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Bulk User Import

You can import new or edit existing users in a customer hierarchy by using the Bulk User Import feature. This feature enables you to create new or modify existing multiple users as specified in a Microsoft Excel 97-2003 format workbook (XLS). You can download a new blank template or a workbook populated with existing user information from CloudPortal Services Manager (CPSM). In either scenario, you:

  1. Download the appropriate template
  2. Create new or edit existing users
  3. Upload the template to CPSM
  4. Select users to add or update
  5. Provision

After uploading the template, CPSM gives you the opportunity to perform the following actions:

  • Resend the file process request to upload the template again
  • Import the users from the template you uploaded
  • Download the template you uploaded
  • Cancel the bulk user import process
  • Delete the file from the imported file list

Bulk User Import Template Settings describes the template's workbook headings and settings.

Consider the following when you create or edit a Bulk User Import template:

  • Do not rename the column headings in the templates.
  • Do not leave blank rows between users.
  • The templates do not support provisioning new services to users. You must provision services to users through CPSM by using the User Functions or Multi User Selection features.

Download a Template

  1. Click Users > Bulk User Import.
  2. Click one of the following options, then click Save when prompted to save a copy of the template on your PC:
    • Click New Users Template to download a blank workbook template with column headings.
    • Click Existing Users Template to download a workbook with column headings and cells populated with user data.
    • Click Generate Template to create a new template with column headings and cells populated with current user data. When the workbook template is ready, click Existing Users Template to download it.

Import Users

  1. Click Users > Bulk User Import.
  2. Click Browse in the Upload User Import File dialogue, navigate to your new or edited workbook, and select it.
  3. Add a description for the workbook and click Upload. The Bulk Import File List displays the file details as the file is verified.
  4. From the file list, click the upload date of the file you uploaded and, under Import File Management, click Import. The User Import page appears.
  5. Click New Users or Existing Users to view the uploaded users. The list of users is shown, including any users who might have errors in their entries. You can select verified users to import at this time, and fix invalid users to upload at a later date.
  6. (Optional) Expand a user to view account properties associated with the user.
  7. Click Save to import the selected users.
    You cannot import users that have errors in their entries. With your mouse pointer, hover over any error to reveal the source.
  8. Provision one or more services to the users and provision the users to activate them in the customer hierarchy.

Bulk User Import Template Settings

The Bulk User Import Template workbook is a Microsoft Excel 97-2003 compatible XLS format file that can be blank or contain information about one or more users in an agency. It contains a header row that indicates all possible fields associated with a user.

Field Description
First Name First name of the user
Surname Surname or last name of the user
Display Name First name and last name of the user. If left blank, the Display Name is automatically created from the First Name and Surname fields.
UPN User principal name in the format of username@domain. The domain is one of your email domains. A user must log on using the UPN.
Username If blank, the software automatically creates a username for the user, using the UPN username appended with your agency’s company code (e.g. _EA for Example Agency). You can edit this field in the template or Edit User dialogue.
Password An alphanumeric user password. If blank for an existing user, the user's password is preserved. A password is required for a new user. Passwords must be at least eight characters long and contain at least three of the following four character types:
* Lower case alpha character
* Upper case alpha character
* Numeric character
* Symbol character, such as !, @, #, $, %
Location The physical location of the user. For example, if the user resides in your San Francisco office at Transamerica Pyramind, you could put San Francisco, Transamerica Pyramid, or 600 Montgomery St. If blank, the default location is Unassigned.
Department The user's assigned department. If blank, the default department is “Unassigned”.
Phone Number Telephone number associated with the user.
Custom Field One or more for customized information associated with the user.
Roles Specify one or more comma-separated security roles for the user. For example: Customer Administrator, Exchange Service Administrator. Each column is limited to 250 characters. Use the Roles 2 through Roles 4 fields for additional roles.
Account Disabled This field allows you to select one of the following from the drop-down: TRUE specifies that the user account is disabled and the user cannot log on to access services. FALSE specifies that the account is enabled upon import.
Change Password at Logon This field allows you to select one of the following from the drop-down: TRUE specifies that the user must change its password when first logging on. FALSE specifies that the user does not need to change the user account password at first logon.
Password Never Expires Select TRUE to set the user password to Never Expire. You must select TRUE if you want to use the AD Sync tool. Select FALSE to allow the user password to expire at regular intervals.
Email Addresses Specify one or more email addresses for the user. If blank, the software automatically assigns an email address constructed from the UPN. The first email address in Email Addresses 1 will be the primary email address for the account.
City Specify the city in which the user is located.
Zip/Postal Specify the ZIP code or postal code for the user's location.
Title You can specify a user's organizational title (e.g. General Manager or Client Engagement Specialist).
Street Specify the physical address of the user's location.