Import Users from CSV file | Targetprocess - Visual management software

Import Users from CSV file

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.

Available since version 3.11.6+

Import Users from CSV file. Image 1

Here's how the typical CSV file with user data looks like being opened in a spreadsheet editor:

Import Users from CSV file. Image 2

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:

NameRequiredFormatNotes
ID123Update an existing User who has specified numeric ID. New User is created when ID value is blank or not mapped.
EmailVandrew.gray@targetprocess.comMust be unique.
LoginVagray

andrew.gray@targetprocess.com

Must be unique. May be the same as email.
First NameAndrew
Last NameGray
Password[rm7:3NvIf left blank then newly created users are unable to log in until they follow Forgot your password? link on the login page.
RoleDeveloperDefault Role of the user. If left blank then first Role in the system is set.
Is ObserverFALSE

TRUE

User account is set to the Observer mode. If left blank then FALSE is applied by default.
Custom FieldsOne 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

Required Permissions

Administrators in Targetprocess can import Users by default.

Non-administrators can import Users if their Default Role has Add/Edit permission for User entity.

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: Basic Import Users: Basic. Image 4

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: Typical Import Users: Typical. Image 6

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.

Import Users: Full

More information on this topic:

Download File: import-users-full.csv

Settings for import:

Import Users: Full. Image 8 Import Users: Full. Image 9

Known Issues

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.

Entity Type column in CSV file

Entity Type column in CSV file. Image 11

If missing: select User as type of entities to import before the file is uploaded.

Entity Type column in CSV file. Image 12

Licenses Availability

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.

To free up seats for new active users, either purchase more Licenses or review your People list and make some unused user accounts Inactive or (not recommended) delete them completely.

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.

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