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The user import is useful, at the beginning of deployments, if you want to create users in bulk on Ermeo. This will allow you to create all your Ermeo users, with a few clicks.
1. What is this feature?
With Ermeo, you can import new users quickly using an Excel file.
2. User import template
The following columns must be present in the user import file
Column | Value Presence | Additional Information |
code | Optional | This code is not mandatory. If it is not filled in, Ermeo will generate a code automatically. |
first_name | Mandatory | The first name of your user. |
last_name | Mandatory | The last name of your user |
username | Mandatory | Be careful that no other user with this username is already present on your platform. It is not possible to have two users with the same username. |
email | Mandatory | The email address of your user |
roles | Mandatory | Fill in the name of the role you want to assign to the user |
teams | Mandatory | Fill in the name of the team you want to assign to the user. You can fill in several teams. You can separate these teams with the symbol ";" |
attributes | Optional | You can provide attribute values for users. |
- Two users cannot have the same username or the same email address.
- In case of import failure, an error file will be automatically generated for you.
3. In practice, how to create new users in bulk?
Context: Let's imagine an administrator wanting to import new users in bulk on his Ermeo platform.
It would be too long to create these users one by one. So we will proceed with a user import.
- Create an Excel file containing the columns mentioned above (you can use the attached file).
- Fill in the data by filling in the first names, last names, usernames and emails, roles and teams of the users.
3. Enter the platform then click on the Users section. Then click on Import.
- Import your file then validate the import
- Make sure the import has been correctly carried out on the Imports/Exports page
In case of errors, an error file is generated. Within this file are the attributes that could not be created.
Limitation
- It is not possible to import more than 10,000 users
- At the moment, it is not possible to associate licenses from the import. To assign licenses to your users, you must go through the platform.
- It is not possible to cancel an import in progress.
Notes
- During an import, using an Excel file, the import is done from the top of the file to the bottom of the file. First, line 1 of the file is imported, then line 2 is imported, then line 3 etc.
- Within the Imports/Exports page, you will have a summary of the imports made so far.
- To set user passwords, you must either set a password for each imported user, or you can check all users and send the training email (see image below).