Please read the general Importing Data into Crisisworks instructions before proceeding with Importing users.
...
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. |
First Name | User's first name (Required field) |
Last Name | User's last name (Required field) |
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. |
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 Id | An 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 Source | Optional external source data to identify where the import data is coming from. Your data must be unique based on External ID and External Source. |
...