What is Import Users?

This function allows you to import a large list of users via a CSV file. These users will all receive the user role "Patron".

Configure Import Settings
  1. If you will be doing multiple uploads of user data, you can configure your import settings to enable an 'Uploads Directory'

 

  1. Automated Imports allows you to create a directory which will be scanned for any new files uploaded and automatically used to create new user accounts.

 

  1. The performance tab allows you to determine the maximum number of users to import each time the file is processed

  1. Profile Settings  - lets you define the format of the date

Upload a File
  1. Navigate to the "Integrations" tile on your dashboard and open the User Import" tile 
  2. Click "Choose File" and select the desired CSV file from your file browser
  3. Set the delimiter if you will have more than one item per field. The delimiter will separate items in a field.
  4. Click "Next"

 

Map File Columns to Stacks Fields

You must have a column of email addresses as Stacks users require a unique email address. The file you have just imported will be read and the column headers will display in as row titles in the import mapping table.

  1. For each row heading choose the appropriate Stacks Field as a destination for that data (fields other than "email address" are optional)

Generate the User Name

You can combine multiple rows into the username field during the import.

  1. For each desired row heading you may assign a number in the Username column of the import mapping table
  2. The column header you assign a 1 will be the first word of the username
  3. You can assign more rows a number and they will be merged into the username with no space added
  4. If you check the box marked abbreviate the system will only use the first letter of the data in that row
  5. Click "Import" to create users from this file

 

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