Import users

You can import users in bulk. You might want to do this if you are changing over to KBPublisher from an old system, or if you have signed up a new company or organization and the company provides you with a list of users to create.

The process is:

Create a file of users to import

First, you need to create your file of users. This is a comma-separated (CSV) text file that consists of some or all of: first name, last name, email, username, user ID, date registered, middle name, telephone number and an active flag.

Field Type/size M/O Comments
first_name varchar(50) compulsory
last_name varchar(100) compulsory
email varchar(100) compulsory
username varchar(50) compulsory
imported_user_id int(10) unsigned optional
date_registered date optional

Format YYYY-MM-DD.
If not supplied will use current date.

middle_name varchar(50) optional
phone varchar(20) optional
active tinyint(1) optional Default = 1

Create a test file

Don't try to upload the whole file without testing it first. If something goes wrong you may then have to delete all those half-imported users and try again. Create a test file and run that first.

Import the test file

You are now ready to import the test file to KBPublisher.

Once the load is complete you are returned to the Import Users tab. At the top of the screen you see a message telling you whether the import was successful and how many users were imported.

Fix any problems

All going well, you should now have three new users. Check them carefully and ensure that everything worked as you expected.
If you had problems, delete these three users, fix the test file and run it again. Keep fine-tuning until it works, and then update the real file to match the fixes you made in the test file.
You are now ready to import the rest of the users.

Import users

Import the rest of the users using the same process as for the test file, only this time using the real data file.

Note:



Article ID: 82
Last updated: 09 Aug, 2017
Revision: 3
User Manual v7.0 -> Users -> Import users
https://www.kbpublisher.com/kb/import-users_82.html