Import Users
If you have multiple users to add to Aurora, this article explains how you can save time by uploading your users in bulk.
Introduction
Large numbers of users can be added (or updated) to Aurora using the Import Users feature. Users with an empty or invalid 'User ID' will be be added as new users otherwise the user matching the 'User ID' will be updated.
An explanation of the format that the Import Users CSV file should adhere to, and an example file, are provided below.
Importing
To import a CSV file which contains users:
1. Navigate to Users > Import Users.
2. Select the CSV file you would like to import by selecting the Choose File button.
3. Once you have selected the file to import, click the Upload button.
4. Confirmation of a successful upload will be provided, advising how many records were created.
CSV Format
Your CSV file should be in the following format:
| Field | Description | Example value |
|---|---|---|
| User ID | The users unique ID in Aurora. This will update the user record that matches this ID. Omit this column or leave the field blanks if you intend to add a new user | 1234567 |
| Title | The users Title (Please always include this column in your CSV, but it can be empty) | Mr/Mrs/Ms |
| First Name * | The users first name. | Jonathan |
| Last Name * | The users last name. | Smith |
| Company | The users company name (Please always include this column in your CSV, but it can be empty). | Microsoft |
| Email * | The email address of the user. This is the username that the user will use to log in to your members area | [email protected] |
| Active * | Specifies if the user's account will be active. This can be changed in Aurora at any time. Please note that you can deactivate users in bulk by setting Active=0 0 Not Active 1 Active | 1 |
| Loyalty Points | Specifies the number of loyalty points that the user will initially have. | 500 |
| User Type * | Specifies the type of user account 0 for user 1 for Aurora admin, providing the user back-end access into Aurora | 0 |
| User Discount * | The amount of discount allocated to this user | 0 |
| Groups | Specifies the User Groups to which the user will be assigned. A user can be assigned to one or more groups. To assign a user to multiple groups, separate each group with the | character. Please use Group Name, as opposed to Group ID and ensure that your Group Names do not include the | character as this is used specifically to separate multiple groups. If updating a user any old group assignments will be removed. A Group will need to be created first, before uploading the CSV. The Groups are not be created if they are in the CSV, the user is only allocated to that group if it already exists. | Group Name 1 | Group Name 2 |
| adtl:FieldName | Any column at the end of the CSV that begins with the text "adtl:" will be imported as a User Additional Field. If updating a user: Fields present in the CSV file will be updated/overwritten Fields not present in the CSV will remain and are not removed. | User Field Value |
* Required field
Your CSV MUST include a header row. Failure to do so will result in an import error.
Updated over 2 years ago