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Page History: Import User

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Page Revision: Tue, 06 Mar 2018 11:18



General Info

Default Menu Location: Transaction >> Importers/Exporters >> Address Book >> User Import

Screen Name: IMPORTUSER

Function: Import new users. This tool can also be used to create the User In Adjutant attribute.

Customer Import Screen

Customer Import Screen


Required Spreadsheet Format

To avoid any formatting issues, it is advised to save the spreadsheet in Microsoft Excel 5.0/95 Workbook Format.

Filters/Fields

File Name: The file being imported into Adjutant. Click the Browse button to locate and select the file.

Map Fields: Click this button to map the column headers in the spreadsheet to the data fields in the Adjutant database.

Spreadsheet Explanation

Contid - Contact ID (keyno of contact)

Userid - Desired User ID

Password - Desired Password

Admin - Should the user be an Admin in Desktop (Y/N)

Defprinter - User's Default Printer

Termid - Terminal ID



Instructions to Import New File

Once your file is complete, you can import it by going to:

Transaction >> Importers/Exporters >> Address Book >> User Import

Select the file you wish to import by clicking the
Browse button.

Click the
Map Fields button to map your spreadsheet column headers to the fields in the database.

The section on the right provides a list of available fields.

If your list is empty or incomplete, please email your contact at ABIS.

All fields should map automatically if you used the template provided on this page.

Click
OK.

Select any additional attributes you want to be added to the records you're importing. You do not need to add any BILLTO, SOLDTO, or SHIPTO attributes, the importer will add those for you based on the file.

Click the
Import
' button to import your spreadsheet.

FAQ

There is currently no FAQ for this page. Please use the Discussion link at the top if you have a question.


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