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User Import

User Import
Header row labels with required fields highlighted in yellow.

Column    Header Row Label Field Name                Character Limit Comments 
A) loginid User Login Id 25 Alpha/Numeric
B) password Password 20 Usually left blank for Import purposes, but when Passwords are required, the first time a User logs in, entering the Login Id, they must leave the Password field blank and then the system will immedately prompt them to create their own password.
C) lastname Last Name 20
D) firstname First Name 15
E) addr1 Address Line 1 35
F) addr2 Address Line 2 35
G) city City 25
H) state State 2
I) zip Zip / Postal Code 10
J) country Country 25
K) title Title 20
L) salutation Salutation 5
M) department Department 30 Must match a Department defined in Setup | User Information | Departments
N) location Location 30 Must match Location defined in Setup | User Information | Locations
NOTE: Location is a required field for Access By Location
O) usergroup User Group 25 Must Match a User Group defined in Setup | User Information | User Groups
P) phone Telephone Number 25
Q) mobile Mobile Number 30
R) fax Fax Number 25
S) email Email Address 80
T) escalateid Escalate To User Id 25 User Login Id (Must match User Id) for Escalation of Automatic Reminders
U) originator Originator List 3 Yes / No
V) concernowner Concern Owner List 3 Yes / No
W) actionowner Action Owner List 3 Yes / No
X) salesrep Sales Activity List 3 Yes / No
Y) servrep Account Service Rep 3 Yes / No
Z) supprep Account Support Rep 3 Yes / No


 

See also

Account Import
Contact Import
Product Import
Equipment Import
Concern Import
Concern Type Import
Defect Codes Import
Sales Activities Import