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Please read the general Importing Data into Crisisworks instructions before proceeding with Importing users.

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The following CSV fields & rules are needed for the import to work.

Note

Download the the User Import Sample CSV file.

Below is a list of CSV fields that should be added to your CSV file. The Field column displays what the headings should be in your CSV file.

Field

Description

User ID

The user's ID in Crisisworks - this is used when selecting to import using the Crisisworks ID. Depending on your overwrite settings, if a matching ID is found it will update the user's record. If no matching record is found, a new user will be created.

For new users you must specify a User ID.

First Name

User's first name (Required field)

Last Name

User's last name (Required field)

Email

The user's email address (Required field)

Mobile

The user's mobile number

Phone

The user's phone number

Address

The user's address

Active

Whether the user is active or inactive. Default to 1 (active) if not set

Position

text (this is a free text field of the user’s position title which doesn’t relate to their competencies in Crisisworks)

Organisation

text. Must match an existing organisation in Crisisworks. This can be set to either the organisationId or the organisation name.

Tags

Optional tags for the user. Any tags specified in your spreadsheet will add to the user's existing tags. If the field exists and is left blank for an existing user, it will not remove the existing user's tags.

Alternatively, you can add a tag to the import form which will be added to every user record imported.

Competencies

A list of competencies for the user, separated by commas.

Important Note - if this field exists in your spreadsheet and it's left blank, any existing user's competencies will be removed. If the field does not exist in your spreadsheet, existing competencies will remain.

The competencies set in the import data need to relate to existing Crisisworks positions. You need to specify the name of the Position.

If an organisiation is specified in your spreadsheet, it needs to match the position's organisation.

User On Call

can use Yes or No. Defaults to 0

Receive SMS Alerts

can use Yes or No. Defaults to 1.

Receive Email Alerts

can use Yes or No. Defaults to 1.

Subscribed to Learning CentreSoftware Updates & System Maintenance

can use Yes or No. Defaults to 0.

Subscribed to NewsletterNews & Major Updates

can use Yes or No. Defaults to 0

Subscribed to System Outages

can use Yes or No. Defaults to 0.

User Notes

this will use the profile field.

External IdAn optional external Id used to identify a user in a separate system. This external Id can be used for matching users for importing into Crisisworks if necessary.
External SourceOptional external source data to identify where the import data is coming from. Your data must be unique based on External ID and External Source.

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