How to import User Accounts from Excel

Overview

In TopTeam, you can import user accounts from an Excel file using Import Users from Excel feature. Following are the methods using which you can import user accounts into TopTeam repository:

Download a sample Excel file and add user accounts manually to it.
From an existing Excel file that you may have exported from active directory, etc.

This article explains how to import user accounts from an Excel into TopTeam repository.

Who should read this?

TopTeam Administrators

Prerequisites

You should have System Administrator or Manage User Accounts permissions for managing user accounts in TopTeam.

Step 1. Go to the Administration section

Step 2. Open Manage User Accounts

Manage User Accounts Screen opens

Step 3. Select Import Users from Excel from the New drop-down menu

TIP

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Download the sample file to understand the required format for importing.

Sample Excel File

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NOTE

Excel column header names must match with the user field names in TopTeam. The values of only matched columns will be imported into TopTeam repository.
Username column is mandatory for importing user accounts.
Allowed values for User Type are Author, Collaborator and Viewer. If User Type column is NOT found, ALL user accounts will be imported as Author (internal) user accounts.
Allowed values for Authentication Type are Native, LDAP and External. If Authentication Type column is NOT found, ALL user accounts will be imported with Authentication Type as Native Authentication.
It is recommended to reset password of all user accounts whose Authentication Type is Native Authentication as password of the imported user accounts will be empty.

Limitation: Column header in Excel file must be left aligned.

If you have an Excel file containing user accounts exported from some other application, follow the steps to prepare it in the required format:

1. Ensure that all the column headers are left aligned.

2. Rename column headers in the Excel file to map them with the corresponding fields in a TopTeam user account. Following are the available field names in a TopTeam user account:

Username
Display Name
User Type
Authentication Type
Email Id1
Consultant
First name
Middle name
Last Name
Address
City
State
Country
Zip
Mobile
Office
Pager
Fax
Home
Job Title
Description

3. Save the file.

Step 4. Select an Excel file that you want to import

Step 5. Enter the header row number and click Import

User accounts will be imported from the Excel file into TopTeam repository