The option to import system users is available in the Database module. This method provides an efficient way of mass creating user accounts in Navusoft. Once imported, user accounts can be updated from the User Setup and User Profile screens.
Permissions
The following permission is required to use the Import User feature:
| Permission ID | Permission Name |
458 | Import User |
File Format Import Requirements
Supported File Format: CSV
To successfully import users, the uploaded file must include the following columns in this order:
| File Columns | Additional Logic and Field Information | |
| 1 | Status | Required. Uses the SQL values of '1' (Active) or '0' (Inactive). |
| 2 | First Name | Required to import the user. |
| 3 | Last Name | Required to import the user. |
| 4 | Email | Required for validation of user. If the email is already being used the account will not be created. |
| 5 | Phone | Not required. |
| 6 | Office Phone | Not required. |
| 7 | Title | Not required. |
| 8 | Department ID | Not required. |
| 9 | Manager ID | Not required. |
| 10 | Sales Goal Type | Not required. |
| 11 | External ID | Not required. |
| 12 | External User ID | Not required. Option to enter an external User ID for third party systems. |
| 13 | Color Schema | Options include: Gray, Blue and Green. If null/blank, the default color is gray. |
| 14 | Default Home Page | If null/blank, the default home page is set to 'Recent Activity.' |
| 15 | Automatic Counter Sign | Not required. Option for user's to enable automatic countersigning for contracts and other system prompted signature requests. |
| 16 | Division | Uses the Division ID. If more than one division applies, separate with a semi-colon. |
| 17 | Roles | Uses the unique ID for the role. If more than one role applies, separate with a semi-colon. |