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Import

Navigate: Menu > Users > Import

The import function is used to import and update

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data from an Excel file.

In this section​

Add new import​

To import user data, click on the "Add" button and fill in the following:

  • Name - name the import.
  • Comment - add a comment to provide more information about this import.
  • Configuration:
    • by default, only "No predefined configuration" is available. This suits the basic need of creation and update. The provided user data will create new user accounts(if any), and update the data of existing users(if any). Users that are not in the Excel, will remain the same. If you have a need for a specific configuration, please contact Datafisher support team.
  • Permission labels - choose here the most relevant
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    for this
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    .

Click on "Create", and you will reach the users import page.

The users import page is divided into the following:

  • Status - review the current status of the import at any stage.
  • validate - validate the user data to make sure there are no errors.
  • Import - after the user data is uploaded and validated, import the user data.
  • General tab - review or edit the general information of the import
  • Add users tab - upload an Excel with the user data to import.
  • Added users tab - review/download the added user data.

Status​

Under Status, you can see the current status of the users import.

  • Before the import of the user data, you can see the following:

    • The amount of users added to the import
    • The amount of users that have been checked for potential issues
    • The amount of users that have errors
    • The amount of users that have warnings

  • After the import of the user data, you can see also:

    • How many users have been created
    • How many have been updated

Validate​

Before you start the import, it is important to validate the uploaded data to check for issues.

To validate the uploaded user data, click on "Check for issues" and wait for the results.

The results can be found under Status, and if there are errors/warnings in the data, you can review them in detail under the Added users tab.

Import​

danger

Don't click on the import button before you validate the user data and make sure it has no issues.

Once the data is uploaded, validated, and has no issues, you can import it by clicking on the import button.

After importing the user data, you can see the import results under Status.

note

The import is subject to your permissions, so creating or updating users outside your scope will fail. Importing and setting up the users may take a while, please be patient.

General tab​

Under this tab, you can review and edit the general information of the users import.

Add users tab​

Under this tab, you upload the Excel file with the user data to import.

Note that the Excel file must contain the user information using the field names, types, and formats exactly as defined in the LMS.

You can download a template that contains all the required data fields, types, and formats.

note

You can import user data only for users included in your scope. For example: specific division admin can upload user data only of users within that division. Users outside the admin's scope performing the import, will not be updated.

Added users tab​

Under this tab, you can review, download, or clear the user data.

If the uploaded user data has issues or warnings, you can see here which of the users has them, and what are they. You can also click on "Download invalid" to download an Excel file of the invalid users.

There are two possible ways to fix invalid users:

  1. Fix the invalid users in the original Excel file, click on "Clear all", and re-upload the file. Don't forget to validate the data again after you re-upload it.
  2. Click on "Download invalid" to download an Excel with the invalid users, fix the errors, and upload this file. Don't forget to validate the data again after you uploaded it.

Download template​

You can download a template of the required data fields, types, and formats, to use as a reference when creating the user data Excel to import.

You can download the template from the imports front page, or from the Add users tab of the import.

It is important that all the field names, types, and formats will be exactly as they are in the provided template in order for the import to work.

If you followed all the requirements from the template and still having errors/warnings you don't understand, please contact Datafisher support team.

Import history​

On the imports front page, you can find the import history. The imports are presented in a standard table.

Columns​

  • Name - the name of the import
  • Status - the status of the import
    • In progress - user data hasn't been imported yet
    • Importing - the import is ongoing now
    • Imported - user data has been imported
  • Users - the amount of users that have been added to the import
  • Created - the amount of new users that has been created
  • Updated - the amount of existing users that have been updated
  • Errors - the amount of users that have errors
  • Warnings - the amount of users that have warnings
  • Source - the source of the import
    • Integration - users received automatically via integration (pre-defined process)
    • Manual import - import created manually in the
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  • Updated - the time the import was last updated

You can sort or filter the data using the available column filters.

Filters and actions​

You can perform actions and apply filters on the table data using the available filters and actions: