How to import User Accounts from Excel

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

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

• TopTeam Administrators

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

• 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.

1. Ensure that all the column headers are left aligned.
2. Rename column headers in 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 file.

How to add/remove Team Members to a Project (TopTeam Web)
Getting Started with User Accounts

Revised: March 6th, 2018