Before you can use the Batch Import feature, you must have a file ready that you can use to import your users. If you look at the screen, we show you a sample of how your data should look. You can also download a copy of this data by selecting the Download button.
To import users into Conover Online, you must follow a few rules when creating your file.
- You are limited to 5 columns.
- You are limited to 100 users.
- You must provide at a minimum, the users name and email address.
- The name can be the Full name or broken down by First and Last name.
- The file must be in CSV (comma separated values) format.
- If you are having problems, make sure your file is save as UTF8 format
Here is how a properly formatted file looks in Excel. Remember that you do need to keep the Header row (bold titles) in the file when you import. If you forget this line, your first user will be skipped. Once you have your file formatted properly, save the files as CSV (comma separated values).
Once your file is ready, select the Select manually link and select your file.
For the Separator, leave it as Comma. Select Continue to upload your file.
Once you upload your file, you will see your date in the Preview Window. Next you will have to map your columns to our fields in the system. If you chose to upload only the user’s Full Name, select the Use only one column for name link. This will change the interface so you can choose only one name column.
Map your name(s), email address, tags and password columns.
If you did not provide a tag column, choose No tag column.
If you did not provide a password column, choose No password column. This will bring up the option for you to type in the password that everyone will use.
If your accounts already exist, you can choose the Update Passwords option to only update the passwords and not import the accounts. You can use the Update tags option to updates the tags for any account that already exists.
If you are the System Administrator, you will have access to the User role option where you can make Administrator accounts instead of regular user accounts.
Next, choose your group. System Admins will be able to choose any group in the system while Admins will only be able to select their own group(s).
If you have Advanced Email Notifications enabled in your account, you will be able to send a welcome email to each of your accounts when they are imported.
The system will ask you to verify your data. This is your last chance to cancel. Make sure the fields are mapped correctly.
Look at the Valid? column. It will let you know if there is a problem with any of your users. You can then make any fixes to your CSV file and start the import process over again. Any user marked as invalid will not be imported into the system.
Select the Import button to import your users. You will receive an email when the import is complete.