- Import from CSV files
- Import Extendable entities
- How to import entities from a CSV file
- Entities and fields supported for import from CSV files
- Import Requesters from CSV file
- Create New Entities with an Imported CSV File
- Update Existing Entities within Import from CSV Files
- Import Hierarchical Backlogs from CSV Files
You can bulk import new user accounts to Targetprocess system from CSV files. This article describes how to perform the import. Several template files are available for download.
Here's how the typical CSV file with user data looks like being opened in a spreadsheet editor:
Files in CSV (Comma-separated values) format are commonly used to transfer data between spreadsheet editors (such as Microsoft Excel, OpenOffice, LibreOffice, Google Sheets) and other software systems and tools.
Import from CSV files is one of the possible ways to create user accounts in Targetprocess. Learn about other supported methods and choose the one that fits your needs best here: How to Add Users
Supported Fields and Formats
Here’s the list of the fields that can be mapped as columns during import:
|ID||123||Update an existing User who has specified numeric ID. New User is created when ID value is blank or not mapped.|
|Vfirstname.lastname@example.org||Must be unique.|
|Must be unique. May be the same as email.|
|Password||[rm7:3Nv||If left blank then newly created users are unable to log in until they follow Forgot your password? link on the login page.|
|Role||Developer||Default Role of the user. If left blank then first Role in the system is set.|
|User account is set to the Observer mode. If left blank then FALSE is applied by default.|
|Custom Fields||One column per each field.|
How to perform the Import
Upload CSV file with Users data on the Settings > Import page. Then customize settings and map columns.
Find basic principles of importing CSV files in the dedicated article: How to import entities from a CSV file
Administrators in Targetprocess can import Users by default.
Download Template Files
Three template files are available below: basic, typical and full.
Import Users: Basic
This templates contains only required columns which are Email and Login. Passwords are not set to newly created users. As a result they are unable to log in until they follow Forgot your password? link on the login page.
Download File: import-users-basic.csv
Settings for import:
Import Users: Typical
This template contains commonly used columns: First Name, Last Name, Email, Login, Role. Emails and Logins are the same. Passwords are not set to newly created users. As a result they are unable to log in until they follow Forgot your password? link on the login page.
Download File: import-users.csv
Settings for import:
Import Users: Full
This template contains all supported columns: First Name, Last Name, Email, Login, Password, Role, Is Observer, Competencies (Custom Field). Newly created users are able to log in using passwords from the list.
Importing Custom Field values
This template illustrates how to import Custom Field values. Therefore as a prerequisite the Text type Custom Field named Competencies must be added to User entity in the system settings. Skip mapping for the missing custom fields otherwise.
More information on this topic:
Download File: import-users-full.csv
Settings for import:
Entity Type column in CSV file
If exists: it must contain User value for each user. You'll need to make initial selection after the file is uploaded.
If missing: select User as type of entities to import before the file is uploaded.
Before you add new users please verify you have enough count of unused licenses available. Check License page in System Settings for this purpose.
Licensing in Targetprocess is user-based. We monitor the number of active users, meaning those that can login to the system and interact with it. The number of active users cannot exceed count of currently purchased licenses.
Projects and Teams Membership
It is not possible to assign Users to Projects and Teams within Import from CSV file. When it is required to perform addition of users to the system and assignment of them to projects and teams simultaneously use Invite people or Quick Add Several Items features that support such combination.