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Import Users

Becca Drake
  • Updated

This article will show you how to import users into your site from an existing user spreadsheet.

 

Who can use this feature?

System Admin

 

 

File Format Rules

For Sites On CivicPlus Organizations

The file must be a text file with a file name extension .TXT or .CSV

 

Format Rules

  • Fields must be comma-delimited
  • Each record should be placed on a separate line
  • All fields must be present, even if empty
  • Only the Groups field may be empty
  • Blank lines will be ignored
  • Duplicate entries will be ignored
  • Groups should be in one field and delimited by a pipe ( | )

 

Fields, in order:

  1. First Name
  2. Last Name
  3. Email Address - Limited to 255 characters
  4. Groups (all groups that users should be added to)

 

For Sites Off CivicPlus Organizations

The file must be a text file with a file name extension .TXT or .CSV

 

User Type

  • Standard: Default user type used by the CivicPlus Content Management System (CMS) application
  • Lightweight Directory Access Protocol (LDAP): User type when integrated with an LDAP system

 

Format Rules

  • Fields must be comma-delimited
  • Each record should be placed on a separate line
  • All fields must be present, even if empty
  • Only the Groups field may be empty
  • Blank lines will be ignored
  • Duplicate entries will be ignored
  • Groups should be in one field and delimited by a pipe ( | )

 

Fields, in order:

  1. First Name
  2. Last Name
  3. Username
  4. Password should be at least 5 characters long
  5. Email Address - limited to 255 characters
  6. Groups (user should be added to)

 

Instructions

  1. Navigate to Modules > Site Tools > User Administration
    user admin
  2. Select Import Users
    import users
  3. Select Choose File and select the file on your computer
    choose file
    • Note: View a template at the bottom of this article.
  4. Select Import File
    import file
  5. View Successful Import prompt
    import summary

 

Resources

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

2 comments

Date Votes
  • Eric DeLong

    Hi there. 

    the import/export is very straight forward and as with every tool on the site - very easy to do.

    there are clearly a number of users who are either robots or simply trash.

    One important question.  I would like to "scrub" our front end users.  I haven't done this yet, and would very much like to know if the following is the way to do so.

      I have exported my front end users to a CSV file, I then used tools in Excel to Identify users I felt were invalid, out of over 1150 I was able to delete around 60-70 users.

    Can I now then IMPORT that scrubbed file right back into the system, after first deleting all of my front end users?

    scrubbing the data online is tedious, but can be done.  

    0
  • Jamie Shannon

    Eric,

    Thanks for the discussion on this topic. I am sure there are others out there that may have considered something similar.

    I was able to discuss this with our engineering team as to find potential upsides and challenges with this process. We normally import lists when creating a new site or a new module category that may have front-end only users such as an intranet.

    It is not recommended that you delete your front-end users and import the new list. This would cause site visitors to receive an email to confirm their account. This could be viewed as spam. It would also require them to set up a new password and may cause confusion as to why their current password no longer works.

    It is suggested that you would delete those unwanted users directly from the CMS.

    0

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