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:
|The username of the User.
Required This is the key field used and cannot be updated/changed.
|The first name of the User.|
|The last name of the User.|
|The initials of the User.|
|Active||Text||Specifies if the User is active. It must be one of the following:
|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.
|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.
|The email address of the User.|
|The phone number of the User.|
|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.|
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: