Importing Users / Wholesale User Update

After clicking the "Users" tab we will be moved to the "User lists" view. 

The file import function is available by clicking the "Import/Export" button on the right side of the "User lists" view. After clicking the button, we will be moved to the view that allows to download the file template for import. Clicking on the "File Pattern" link will automatically start downloading the file. It should be completed with the data you want to import to the system. WARNING - you cannot change the layout of the template column, delete columns, change the order of columns. If you do not want to use a given template column, leave it empty.

A .csv file will be downloaded, ready to be opened by a spreadsheet, e.g. Excel. In line 2 there are sample values to help the user fill in the import file correctly. Ready-made import file with import data should not contain these sample data.

• Login - user name with which the user will log in to the (mobile) application. Mandatory field, after which the system will find the user in case of data update.
• Email - e-mail of a given user (the user will use it to log in to the web panel and receive all notifications/notifications from the system to this address). Mandatory field.
• Password - user's login password (the password cannot be viewed in the web panel, the password is not sent to the user, you have to provide it yourself). Mandatory field if you want to create a user.
• FirstName - User name (This is not a mandatory field, but strongly recommended. The first and last name is displayed in many places in the web panel, if the user account you are creating is not assigned to a physical person, e.g. a store, station, etc., then type the common name of the location, ID or something that will help you identify that user)
• LastName - User name (This field is not mandatory, but strongly recommended. The first and last name is displayed in many places in the WWW panel, if the user account you create is not assigned to a physical person, e.g. a store, station, etc., then type the common name of the location, ID or something that will help you identify that user)
• PhoneNumber - user's phone number (This field is not obligatory if you will not use SMS notifications/notifications. If so, import phone numbers in e.164 format (CountryCodePhoneNumber e.g. +48500200100 or +494002001111)
• Position - position in the company (Optional, informational field, not used functionally in the application)
• Permission - the role that the user will receive (Mandatory field, each user must be assigned a Permission role. Enter the name of the permission here, beware of white characters/spaces the name must be precise).
• Status - user's activity status (Mandatory field, 0 - user active; 1 - user inactive - an account exists in the system but it is not possible to log in)
• IsAgentWorker - Field withdrawn from version 1.51, below this version Field is optional, is not used functionally in the application
• IsTakeTaskAgent - Field withdrawn from version 1.51, below this version Field is optional, is not used functionally in the application
• CountryCode - optional column. Select user's country. Enter the country code into the table. Example: "PL" instead of "Poland". Available countries in version 2.61 are: Poland (PL), United Kingdom (GB), Germany (DE), France (FR), Czech Republic (CZ), Slovakia (SK), Hungary (HU), Canada (CA) and South Africa (ZA). Importing a country follows the same rules as selecting a language. If you enter a country that does not exist in the panel, the file will be returned with the information about no country. If the "Country" column is not filled in, it will automatically be filled in with the "Poland" country in the user's profile.
• LanguageCode - optional column. Selection of the language, in which the WWW panel will be displayed to the user. In this column enter the language code and the country code after the dash. Example "pl-PL" - after entering and importing in user's profile in section "Language", Polish language will appear and WWW panel will be displayed to the user in this language. The language versions available in version 2.61 are Polish (pl-PL) and English (en-GB). In case of not filling in the given column when creating a new user - the default language is Polish. In the case of entering a language that does not exist in the selection panel, the file will be returned with an information about the lack of language in the panel. In the case of entering a language code existing in the panel, this language will be entered in the user profile. If the column is completed and the user has previously set a language, the currently selected language will be overwritten with the language from the file (if an update of such a column has been selected). If the column contains a language that does not exist in the panel, the file will be returned with the information about the missing language (provided that updating such a column has been selected).
• VisibilityRangeInMeters - visibility of the task expressed in meters. Optional field. Related to User to location / User by rank
• Clients - assigning a user to a given client, multiple clients can be listed after the decimal point. Optional field.
• Superior - user's superior (Optional field - if you want to build a subordinate vs. superior relationship structure, this field is used for that. Enter the e-mail addresses of the users who are the superiors of this user after the decimal point). Related to the permission: Verification of all tasks in the application
• Groups - groups of users to which a given user should be assigned. Optional field, you can name multiple groups, separated by chisels. The names of the groups must be precisely written (beware of white characters/spaces in the names). If the group does not exist, it will be created.
• Locations - locations to which the user is to be assigned. Optional field, if there is more than one, enter it after decimal point, without spaces. Enter the name of the displayed location here (the locations must already exist). Related to the permission: Access to all locations in the application
• LocationsGroup - groups of locations of tasks to which users should be assigned to see these tasks, in the field enter the name of the location group, separated by commas. This field is optional. Associated with permission: Access to all tasks in the application 

We save all test values and fill out the sheet. Importantly, everything you enter will overwrite the previously existing value and empty fields will not be overwritten. Thus, we can e.g. add users from the "Łódzkie" location group to the "Mazowieckie" group in bulk. However, we do not forget to enter the "Lodzkie" group so that it is not overwritten. In the "Groups" column, in the file we then type "Lodzkie, Mazowieckie". 

Ready to import file is saved as CSV file UTF-8 (in case of other encoding than UTF-8, the letters e.g. Polish ą, ę etc. will not be imported). 

The file prepared in this way can be imported into the application. To do this, click the "Add file" button in the same view from which we downloaded the template earlier. 

 After selecting the file you want to import and loading it through the system, you should choose one of two options:

• Only import new records - importing using this method will only import new users, without editing the currently added users.

• Import new and update existing users - importing new users using this method will import new users found in the file, as well as edit existing users according to the criteria you have selected.

In both cases, after selecting the appropriate options, the file import should be approved by clicking the green "Import" button, located in the upper right corner of the file import screen.

After the import is completed, we will receive a success message, and an error file will be automatically downloaded in case of an incorrectly filled sheet. 

Note: Values in one column must be separated by commas and not semicolons or other characters. The import is carried out by an independent program (import job), you are informed about the progress status in the bottom right-hand corner of the application. You do not have to wait for the end of the import, you can move around the application. Closing the browser window or logging out will not stop the import process - to do so, press the Cancel button on the window showing the progress of the import.