{"id":37411,"date":"2018-01-30T04:50:26","date_gmt":"2018-01-30T12:50:26","guid":{"rendered":"http:\/\/www.technosolutions.com\/kb\/?p=37411"},"modified":"2018-12-17T02:09:19","modified_gmt":"2018-12-17T10:09:19","slug":"how-to-import-user-accounts-from-excel","status":"publish","type":"post","link":"http:\/\/www.technosolutions.com\/kb\/37411\/how-to-import-user-accounts-from-excel\/","title":{"rendered":"How to import User Accounts from Excel"},"content":{"rendered":"<p><!-- Start ScreenSteps Content --><\/p>\n<div class=\"LessonContent\">\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Overview<\/h3>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">In <i>TopTeam<\/i>, you can import user accounts from an <i>Excel <\/i>file using <i>Import Users from Excel<\/i> feature. Following are the methods using which you can import user accounts <\/font>into <i>TopTeam <\/i>repository:<br \/>\n<font color=\"#000000\">1. Download a sample <i>Excel<\/i> file and add user accounts manually to it.<\/font><br \/>\n2. From an existing <i>Excel<\/i> file that you may have exported from active directory, etc.<\/p>\n<p>This article explains how to import user accounts from <i>Excel<\/i> into <i>TopTeam <\/i>repository<i>.<\/i><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Who should read this?<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li>TopTeam Administrators<\/li>\n<\/ul>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Prerequisites<\/h3>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">You should have <i>System Administrator<\/i> or <i>Manage User Accounts<\/i> permissions for managing user accounts in <i>TopTeam<\/i>.<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 1. Navigate to the Administration page of TopTeam Web<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1515677809645-1-1-1-1-1-1-1-1-4.png\" width=\"487\" height=\"354\" alt=\"media_1515677809645-1-1-1-1-1-1-1-1-4.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 2. Administration page opens, click Manage User Accounts<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1515678122751-1-1-1-1-1-1-1-1-4.png\" width=\"650\" height=\"376\" alt=\"media_1515678122751-1-1-1-1-1-1-1-1-4.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 3. Click Manage User Accounts<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1515739103740-1-1-1-1-1-1-1-1-4.png\" width=\"650\" height=\"345\" alt=\"media_1515739103740-1-1-1-1-1-1-1-1-4.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Manage User Accounts page opens with a grid view of all TopTeam users<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/Saml_image_kb_1-1-1-1-1-1-1-1-1-4.png\" width=\"800\" height=\"243\" alt=\"Saml_image_kb_1-1-1-1-1-1-1-1-1-4.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 4. Select the Import Users from Excel option<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1515747462614-1-1-1-1-1-1-1-1-3.png\" width=\"800\" height=\"252\" alt=\"media_1515747462614-1-1-1-1-1-1-1-1-3.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">It is recommended that you must download the sample file to get an understanding about the required format for importing<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/SAML_recommnd_1-1-1-1-1-1-1-1-1-1.png\" width=\"721\" height=\"317\" alt=\"SAML_recommnd_1-1-1-1-1-1-1-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Sample Excel File<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1519900773683-1-1-1-1-1-1-1-1-4.png\" width=\"800\" height=\"404\" alt=\"media_1519900773683-1-1-1-1-1-1-1-1-4.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">NOTE:<\/h3>\n<div class=\"StepInstructions\">\n<ul>\n<li><i><font color=\"#000000\">Excel<\/font><\/i><font color=\"#000000\"> column header names must match with the user field names in <i>TopTeam<\/i>. The values of only matched columns will be imported into <i>TopTeam<\/i> repository.<\/font><\/li>\n<\/ul>\n<ul>\n<li><i><font color=\"#000000\">Username<\/font><\/i><font color=\"#000000\"> column is mandatory for importing user accounts.<\/font><\/li>\n<\/ul>\n<ul>\n<li><font color=\"#000000\">Allowed values for <i>User Type<\/i> are <i>Author<\/i>, <i>Collaborator<\/i> and <i>Viewer<\/i>. If<i> User Type<\/i> column is NOT found, ALL user accounts will be imported as <i>Author<\/i> (<i>internal<\/i>) user accounts.<\/font><\/li>\n<\/ul>\n<ul>\n<li><font color=\"#000000\">Allowed values for<i> Authentication Type<\/i> are <i>Native<\/i>, <i>LDAP <\/i>and<i> External<\/i>. If <i>Authentication Type<\/i> column is NOT found, ALL user accounts will be imported with <i>Authentication Type <\/i>as<i> Native Authentication<\/i>. <\/font><\/li>\n<\/ul>\n<ul>\n<li><font color=\"#000000\">It is recommended to reset password of all user accounts whose <i>Authentication Type <\/i>is <i>Native Authentication<\/i>, as password of the imported user accounts will be empty.<\/font><\/li>\n<\/ul>\n<p><strong><font color=\"#000000\">Limitation<\/font><\/strong><font color=\"#000000\">: Column header in <i>Excel<\/i> file must be left aligned. <\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">If you have an Excel file containing user accounts exported from some other application, follow the steps to prepare it in the required format:<\/h3>\n<div class=\"StepInstructions\">\n<p><font color=\"#000000\">1. Ensure that all the column headers are left aligned.<\/font><br \/>\n<font color=\"#000000\">2. Rename column headers in <i>Excel<\/i> file to map them with the corresponding fields in a <i>TopTeam<\/i> user account. Following are the available field names in a <i>TopTeam<\/i> user account:<\/font><\/p>\n<ul>\n<li>Username<\/li>\n<li>Display Name<\/li>\n<li>User Type<\/li>\n<li>Authentication Type<\/li>\n<li>Email Id1<\/li>\n<li>Consultant<\/li>\n<li>First name<\/li>\n<li>Middle name<\/li>\n<li>Last Name<\/li>\n<li>Address<\/li>\n<li>City<\/li>\n<li>State<\/li>\n<li>Country<\/li>\n<li>Zip<\/li>\n<li>Mobile<\/li>\n<li>Office<\/li>\n<li>Pager<\/li>\n<li>Fax<\/li>\n<li>Home<\/li>\n<li>Job Title<\/li>\n<li>Description<\/li>\n<\/ul>\n<p><font color=\"#000000\">3. Save file.<\/font><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 5. Select an Excel file that you want to import <\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/Step_5_img-_import_from_excel-1-1-1-1-1-1-1-1-1.png\" width=\"800\" height=\"359\" alt=\"Step_5_img-_import_from_excel-1-1-1-1-1-1-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 6. Enter header row number and click Import<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1515754049754-1-1-1-1-1-1-1-1-1.png\" width=\"675\" height=\"370\" alt=\"media_1515754049754-1-1-1-1-1-1-1-1-1.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">Step 7. User accounts are imported from the Excel file into TopTeam repository<\/h3>\n<div class=\"StepImage\" style=\"margin:10px 0px;\">\n<img loading=\"lazy\" decoding=\"async\" style=\"padding:3px; border: 1px solid #ccc;\" src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" data-layzr=\"http:\/\/www.technosolutions.com\/kb\/wp-content\/uploads\/2018\/12\/media_1515994694909-1-1-1-1-1-1-1-1-7.png\" width=\"800\" height=\"385\" alt=\"media_1515994694909-1-1-1-1-1-1-1-1-7.png\" \/>\n<\/div>\n<\/p><\/div>\n<div class=\"LessonStep top\">\n<h3 class=\"StepTitle\" style=\"font-size:20px;\">See Also<\/h3>\n<div class=\"StepInstructions\">\n<p><a href=\"http:\/\/www.technosolutions.com\/kb\/33837\/how-to-addremove-team-members-to-a-project-using-topteam-web\/\" target=\"_blank\">How to add\/remove Team Members to a Project (TopTeam Web)<\/a><br \/>\n<a href=\"http:\/\/www.technosolutions.com\/kb\/33171\/getting-started-with-user-accounts\/\" target=\"_blank\">Getting Started with User Accounts<\/a><\/p>\n<\/div><\/div>\n<div class=\"LessonStep top\">\n<div class=\"StepInstructions\">\n<p>Revised: March 6th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n<p><!-- End ScreenSteps Content --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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: 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. 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. Navigate to <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50],"tags":[292,167,46,298,302],"class_list":["post-37411","post","type-post","status-publish","format-standard","hentry","category-topteam-web","tag-authentication","tag-excel","tag-import","tag-topteam-web","tag-user-accounts"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-9Jp","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37411","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=37411"}],"version-history":[{"count":12,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37411\/revisions"}],"predecessor-version":[{"id":46431,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/37411\/revisions\/46431"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=37411"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=37411"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=37411"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}