Import users

As per verion 8.21.0, user import feature has been superseded by the new import/export data feature. Use the newest Administration App (1.25) to access it.

You can import users from a CSV file into Logistics Server. Values must be on rows, and comma separated.

This example shows the format that includes all the manadatory items (up to and including LocalizationID is mandatory):

Click here to download an example file, but note that the Email column in the example is empty. Before testing, add email addresses.

Downloads includes example import formats for other Transtream areas, such as Address Book and Cost Center codes.

The columns, in order, correspond to the following User settings in the Administration App: UserName, Email, Role, ProfileID, Enabled, Phone, LocationID, LocalizationID, FullName, DefaultAppID, JobTitle, DepartmentName, HazardousEnabled, HazardousShowNotification, CostCenterID, AccountCodeID, CompanyCodeID.

Settings are not case sensitive.

  1. In the Administration App, click Users, and then IMPORT (CSV).
  2. Select the .csv file you want to import.

On completion, you get a printable summary of the import including any errors.

Note
  • UserName cannot be updated. It is the index that the import uses. The import does not warn about duplicates. If the same UserName appears in multiple rows, the settings for the final one are applied. However, multi-case versions of the same UserName are considered to be the same and only the first is created.
  • If Role is unset, or set to anything other than User or Adminstrator, the user is given the Role of User.
  • If Enabled is set to True, emails are sent (provided email is configured in Data, Mail Settings).
  • If ProfileID does not exist, it is left unset. Administrators get access to all Apps.
  • Phone, LocationID and LocalizationID must be set.
  • LocalizationID must contain a name (e.g. United States) NOT a value.
  • If you have an 8.5.3 format import file, it will work in the latest import (the initial, mandatory fields in both formats are the same). If you are using Transtream 8.5.3, see the Import users topic for that release for its CSV file format and behavior.
Article last edited 2 May 2018