Importing User Details Using Excel

Owned by Chilukuri Srinivasa Reddy (Unlicensed)
Last updated: Apr 22, 2024 by Shilpa K (Deactivated)Version comment
3 min read

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:

  1. Select Admin > Basic > Users > Import > Excel Import.
  2. 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

  3. 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

  4. 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.
  5. Select the required options if not already selected. Click NEXT.


    Figure:  EXCEL IMPORT: MAPPING tab

  6. 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).

Note: Make sure that the source file is a Microsoft Excel Worksheet. You can import user data to the application only through an excel file.

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