User Record Import Guide - Revision history

Tcampbell at 21:54, 25 January 2023

2023-01-25T21:54:19Z

Freddy at 14:12, 17 March 2020

2020-03-17T14:12:51Z

Freddy at 18:49, 27 November 2019

2019-11-27T18:49:26Z

Freddy at 18:49, 27 November 2019

2019-11-27T18:49:07Z

Freddy at 17:28, 18 June 2019

2019-06-18T17:28:32Z

Freddy at 19:43, 10 January 2019

2019-01-10T19:43:18Z

Freddy at 16:00, 13 December 2018

2018-12-13T16:00:11Z

Freddy at 15:39, 24 October 2018

2018-10-24T15:39:38Z

Freddy at 14:10, 24 October 2018

2018-10-24T14:10:57Z

Freddy at 16:14, 22 October 2018

2018-10-22T16:14:33Z

← Older revision		Revision as of 21:54, 25 January 2023
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−		+	__NOTOC__
	==General Data Import Notes==		==General Data Import Notes==

← Older revision		Revision as of 14:12, 17 March 2020
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	All Address Book setup items should be completed prior to beginning the Contacts, Customer, and Vendor imports. The [[Address Book Setup Guide]] covers all of the Rule Maintenance records that should be completed prior to importing customer, vendor and contact records.		All Address Book setup items should be completed prior to beginning the Contacts, Customer, and Vendor imports. The [[Address Book Setup Guide]] covers all of the Rule Maintenance records that should be completed prior to importing customer, vendor and contact records.

−	The User Import can be completed immediately after the employee contact records have been imported with the Import Contacts screen, or after they have been added manually. The internal contact records should be added prior to completing the Customer and Vendor imports. User records, resource records, salespersons, account managers, buyers, and project attributes should be established for employee records prior to importing the Organization records so that links to salespersons, account managers, and buyers can be made in the organization import files.	+	The User Import can be completed immediately after the employee contact records have been imported with the [[Contact Import Guide\|Import Contacts]] screen, or after they have been added manually. The internal contact records should be added prior to completing the Customer and Vendor imports. User records, resource records, salespersons, account managers, buyers, and project attributes should be established for employee records prior to importing the Organization records so that links to salespersons, account managers, and buyers can be made in the organization import files.

← Older revision		Revision as of 18:49, 27 November 2019
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	'''ABIS-ONLY:''' For new clients, create a Contact Import file from the user data that can be imported into live ABIS. This contact import will build the contact names and email addresses for use with the support ticketing system.		'''ABIS-ONLY:''' For new clients, create a Contact Import file from the user data that can be imported into live ABIS. This contact import will build the contact names and email addresses for use with the support ticketing system.
		+

	==User Record Import Database Tables==		==User Record Import Database Tables==

@@ Line 181: / Line 181: @@
 The User Import process does not establish security tokens, unless imported users are mimics of a user with established security tokens. Set up desired security for each user by using Bulk Security Update or by setting up mimic users with security.
+'''ABIS-ONLY:''' For new clients, create a Contact Import file from the user data that can be imported into live ABIS. This contact import will build the contact names and email addresses for use with the support ticketing system.
 ==User Record Import Database Tables==

@@ Line 104: / Line 104: @@
 '''*f23 - ReqOth''' - Require special characters in password. Enter Y or N.
-'''*f24 - MaxLen''' - Maximum length for password. If left blank, it will import zero and prevent any password entry over 0 characters.
+'''*f24 - MaxLen''' - Maximum length for password. DO NOT LEAVE BLANK. The number entered must be equal to or higher than the entry in MinLen, otherwise there will be issues during password reset. If left blank, it will import zero and prevent any password entry over 0 characters.
 '''*f25 - MinLen''' - Minimum length for password. For best practices, enter a value of 8 or higher.
@@ Line 114: / Line 114: @@
 '''f28 - ReuseIn''' - Allow the same password to be reused in '''XX''' days
-'''f29 - LoAfter''' - Lock the user out after '''XX''' unsuccessful login attempts
+'''f29 - LoAfter''' - Lock the user out after '''##''' unsuccessful login attempts. DO NOT LEAVE BLANK. This entry must be greater than 0.
-'''f30 - LoFor''' - If the user is locked out, lock them out for '''XX''' minutes
+'''f30 - LoFor''' - If the user is locked out, lock them out for '''##''' minutes
 '''f31 - PasswordExpDate''' - Sets the manual password expiration date in the USERID datatable

@@ Line 1: / Line 1: @@
-==General Import Template File Notes==
+==General Data Import Notes==
-*Template files are typically generated from their respective Import screen using an 'Export Template' button.
+Refer to the [[Data Import General Information]] page for information and guidance on general import timeline, formatting import templates, as well as how to ensure you are using the most current template information for data imports.
@@ Line 56: / Line 45: @@
-'''Import File Name/Browse:''' Use the Browse button to locate and select the completed user record import template file (in XLS format)
+'''Import File Name/Browse:''' Use the Browse button to locate and select the completed User import template file (in XLS format)
 '''Export Template:''' Generates a blank User Import template file

← Older revision		Revision as of 16:00, 13 December 2018
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−	'''File Name/Browse:''' Use the Browse button to locate and select the completed user record import template file (in XLS format)	+	'''Import File Name/Browse:''' Use the Browse button to locate and select the completed user record import template file (in XLS format)

	'''Export Template:''' Generates a blank User Import template file		'''Export Template:''' Generates a blank User Import template file

@@ Line 206: / Line 206: @@
 [[Category: Address Book]]
-[[Category: Conversion Guides]]
+[[Category: Import Guides]]
 [[Category: System Manager]]

@@ Line 3: / Line 3: @@
 *Template files are typically generated from their respective Import screen using an 'Export Template' button.
-*Using the 'Export Template' button from an updated system will help ensure that you provide the customer with the most up-to-date import file, and will help avoid errors.
+*Using the 'Export Template' button from an updated system will help ensure that you are using the most up-to-date import file, and will help avoid errors.
 *Templates generally (but not in all cases) contain 3 rows of header information.
 **The first row is generally labelled with f1 through f## and is used to give a consistent column id to each data column. Do not remove this row unless instructed.
-**The second row is labelled with the column data/field name. The values in this row are used for the file mapping screen. Editing these values is generally not needed and may make the mapping process difficult.
+**The second row is labelled with the column data/field name. The values in this row are used for the file mapping screen. Editing these values is generally not needed and may make the field mapping process difficult.
-**The third row is labelled with the same values from row 2, an is available to create a customer-friendly name for the associated data column.
+**The third row (if present) is labelled either with the same values from row 2, or with more detailed field descriptions.  The third row is available to create a customer-friendly name for the associated data column.
 ***The third row should be removed from the source file prior to importing.  It will cause errors since it will be treated as the first import record on the file.
-*Import files MUST always be saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format (until further notice). The import screens will generate errors if the file type is not correct.
+*Import files MUST always be saved as 'Microsoft Excel 5.0/95 Workbook (*.xls)' format until further notice. The import screens will generate errors if the file type is not correct.

← Older revision		Revision as of 16:14, 22 October 2018
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−	'''File Name/Browse:''' Use the Browse button to locate and select the completed ~~contact~~ import template file (in XLS format)	+	'''File Name/Browse:''' Use the Browse button to locate and select the completed user record import template file (in XLS format)

	'''Export Template:''' Generates a blank User Import template file		'''Export Template:''' Generates a blank User Import template file