Importing/Exporting Users

Formatting the Data

The import allows you the opportunity to do a mass import of users. While Exporting provides a way for you to share your User information with other applications which can read the data. The User import file is a CSV file formatted in a way that Fishbowl knows what to do with the data. If you don't have a file that was exported from Fishbowl, this can be easiest to do using a spreadsheet program.

Passwords cannot be updated through this import and are not exported. If a new user is created it will be assigned a default password of "password". The "admin" account details cannot be updated.

All fields will be one of two types:

CSV fields used in the User import/export file

Column Name Type Description
UserName Text
(30 chars)
The username of the User.
Required This is the key field used and cannot be updated/changed.
FirstName Text
(15 chars)
The first name of the User.
LastName Text
(15 chars)
The last name of the User.
Initials Text
(5 chars)
The initials of the User.
Active Text Specifies if the User is active. It must be one of the following:
  • true
  • false
Required
UserGroups Text A string separated with the pipe character ("|") listing the User Groups the User is a part of. There must be no spaces between delimeters and the text.
DefaultLocGroup Text A string specifying the default Location Group. This string must also appear in the LocGroups string below.
Required
LocGroups Text A string separated with the pipe character ("|") listing the Location Groups the User is a part of. There must be no spaces between delimeters and the text.
Required
Email Text
(255 chars)
The email address of the User.
Phone Text
(255 chars)
The phone number of the User.
CF- Text
(30 chars)
The user's custom field value. The name of this column is CF- followed by the name of the custom field. There is one custom field column for each of the user's custom fields.

Creating a CSV file

In order to import your data, you must first export it to a comma separated values (CSV) text file. All major spreadsheet programs can export data in this format. If you do not know how to export your data to a CSV file, please refer to the documentation of your spreadsheet program.

When exporting to CSV format, make sure to verify the following: