Importing User Details Using Excel
- Chilukuri Srinivasa Reddy (Unlicensed)
- Shilpa K (Deactivated)
- Enterprise IT
You can import User details to the SummitAI database manually. The uploaded details can then be mapped to the User properties such as Employee ID, Designation, Location, and so on. Only Microsoft Excel (.xls) files can be uploaded.
To import Users from Microsoft Excel:
- Select Admin > Basic > Users > Import > Excel Import.
- On the EXCEL IMPORT page, under the GENERAL tab, upload the excel sheet that contains user details. For more information about the fields on the GENERAL tab, see Field Description.
Figure: EXCEL IMPORT page: GENERAL tab - Click SUBMIT. Select the radio button for the sheet from which you want to import User details. Click NEXT.
Figure: EXCEL IMPORT page: GENERAL tab - The MAPPING tab displays the list of fields with its mapping result. A table listing mapped data of the file in the Source field with the attributes in the Destination field is displayed. For more information about the fields on the MAPPING tab, see Field Description.
- Select the required options if not already selected. Click NEXT.
Figure: EXCEL IMPORT: MAPPING tab - A table listing data from the excel sheet is displayed under PREVIEW tab. The fields displayed on this table depends on the fields mapped on the MAPPING tab. Select the Time Zone and one or more Role Templates and click SUBMIT. For more information about the fields on the PREVIEW tab, see Field Description.
Figure: EXCEL IMPORT page: PREVIEW tab
Field Description
The following table describes the fields on the EXCEL IMPORT page:
Field | Description |
|---|---|
DETAILS | |
GENERAL Tab | |
Source | Click Upload icon to attach a source file which contains the details of the User(s). To import data to the Summit database, the Administrator must ensure the MS Excel Worksheet contains the fields as: ID, EmpID, UserName, E-mailID, NT_UID, Frm_UID, Tenant, Location, Country, Designation, ContactNo, MobileNo, JoinDate, EMPID - MGR, Address, UserRemarks, State, City, and Pin. |
MAPPING Tab | |
Destination | Displays the source fields in the application database. |
Data Type | Displays the type of data required for the field. |
Source | Displays the destination field in the excel sheet. |
PREVIEW Tab | |
Domain | Displays the list of all the domains the user has access to. Select the domain to which you want to assign the user. |
Time Zone | Select Time Zone from the list. |
Role Template | Select a Role Template. For information about Role Templates, see Configuring Role Templates. |
Discard | Select the check box to discard a user from the import. The selected user is not imported. |
References
- To import user details from other database, see Importing User Details from DB.
- To import user details from Active Directory, see Importing Active Directory User Details.