Importing users

EP Help General > Settings > Users

You can have users stored as a CSV file imported to Easy Projects using a wizard.

 

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To be imported to Easy Projects, a CSV file should have values in their respective places and separated by a list separator (default is a comma). An example of CSV file fields:

 

1.

Login

 

2.

Name

 

3.

Email

 

4.

Is Enabled

 

5.

Can Login

 

6.

Hourly Rate

 

7.

Customer Name

 

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A portion of a source CSV file for user import might look like this:

<<

Login,Name,Email,Is Enabled,Can Login,Hourly Rate,Customer Name

felix,Felix,felix@email.com,yes,yes,150,

anna,Anna,anna@email.com,yes,yes,200,Customer02

>>

As you can see, the first line contains the names of fields the values correspond to. Whilst it is useful for some purposes, it may wreak havoc during import. For this reason, you will have the option to skip the first line while importing data from a CSV file.

 

 

To import users, follow these steps:

 

1.

Go to User menu | Settings | Users | Regular Users or Customer Users.

2.

Make sure it has Users in the Import list of field. If not, select it on the drop-down list.

3.

Under Select CSV file, click on "Choose file", and find the source CSV file.

4.

Select a list separator.

5.

Select the Skip first line of the file checkbox (refer to the second pencil above)

6.

Click 'Next'.

7.

Perform field mapping, i.e. link fields of activities being imported with EP ones. Use 'Add field' to get new fields to map.

 

 

8.

Use 'Reset fields' if you make a mistake adding fields.

9.

When you done with mapping, click 'Import'.

 

You will get a message ‘Import completed. X records were imported successfully.’ if import has been successful.

 

5-user temporary license for extra users

 

When you try to import more users than the limit permitted by your license, a temporary license with a 5 day grace period will be automatically generated and applied. All you need to do is to purchase an additional license for the extra number of users within the grace period.

 

Easy Projects will return a message:

 

 

Upon closing the message window, an Easy Projects Customer Portal page will open in a new tab where you can complete the purchase of the additional licenses:

 

 

 

You can either complete the purchase now, or postpone it till later but within the grace period.

 

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If you do not complete the purchase within the grace period, the 'Can login' option will be revoked for the users not covered by your license.

 

 

Importing guest users

 

When importing guest users use the same procedure as above. The csv file used for the import should be changed so that the User Role field has 'Guest' for its value for users imported as guest users.

 

 

 

 

 

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