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| No Format |
|---|
Email,Userid,Action,First,Last,Password test@abc.com,johnsmith,C,John,Smith,AjsaOp3* bob@gmail.com,bobjones,C,Bob,Jones,saAsp]( |
Fields
Name | Mandatory? | Format | Sample | Introduced Available in Version | Description |
|---|---|---|---|---|---|
See Description | CHAR(96) | john.smith@gmail.com | 1.9.38All | Email address for the user. It must be unique – there cannot be more than one user with the same non-blank e-mail address. An email and/or userid parameter must be specified when adding or updating a user. | |
Userid | See Description | CHAR(96) |
| 1.9.38All | The User Id can be used in place of an e-mail address to log into PropReports. Must be unique – there cannot be more than one user with the same non-blank User Id. An email and/or userid parameter must be specified when adding or updating a user. |
| Columns below are optional and can be in any order. However, at least one additional column must be present in order for the file to be recognized. | |||||
| Action | No | CHAR(1) | U | 1.9.38All | If a user is to be created, this value should be a C. To update an existing user, specify a U. If omitted, an update (U) is assumed and an error issued if the user does not exist. |
| Branch | No | CHAR(16) | DEMO3 | 1.9.38All | User's branch name. If not specified, will default to the main branch for the instance. |
| Individual | No | CHAR(1) | Y | 1.9.38All | Is this user an individual (Y) or a company (N). |
| Salutation | No | CHAR(2) | MR | 1.9.38All | For individual users: mr, ms, dr, or blank (default). |
| First | No | CHAR(64) | John | 1.9.38All | First name (individual users). |
| Last | No | CHAR(64) | Smith | 1.9.38All | Last name (individual users). |
| Gender | No | CHAR(1) | M | 1.9.68All | One of three options: Male - M, Female - F, or Other/Unspecified (Blank). |
| Title | No | CHAR(128) | President | 1.9.38All | Title of position (individual users). |
| Company | No | CHAR(128) | Trading, Inc. | 1.9.38All | For individual users, this is the company this person is affiliated with. For company users, this is the name of the company itself. |
| Street One | No | CHAR(128) | 50 Wall Street | 1.9.38All | |
| Street Two | No | CHAR(128) | Suite 15 | 1.9.38All | |
| City | No | CHAR(64) | New York | 1.9.38All | |
| State | No | CHAR(2) | NY | 1.9.38All | A two character state/region/province code for addresses in the US and Canada only. |
| Postal Code | No | CHAR(10) | 10069 | 1.9.38All | |
| Country Code | No | CHAR(2) | US | 1.9.38All | Must be a two character (ISO 3166-1 alpha 2) code or left blank. |
| Secondary Email | No | CHAR(96) | john.smith@gmail.com | 1.13.23+ | |
| Evening Phone | No | CHAR(3225) | 212-555-5555 | 1.9.38All | |
| Day Phone | No | CHAR(3225) | 212-555-5555 | 1.9.38All | |
| Mobile Phone | No | CHAR(3225) | 212-555-5555 | 1.9.38All | |
| Fax | No | CHAR(3225) | 212-555-5555 | 1.9.38All | |
| Birth/Incorporation Date | No | DATE | 2004-06-15 | 1.9.38All | |
| Tax Id | No | CHAR(3225) | 11-1111111 | 1.9.38All | |
| Note | No | CHAR(65535) | My Note | 1.9.68All | This will cause a new note to be associated with the user. Multiple lines can be specified following the CSV file format rules (field must start with a " and end in a "). |
| Type | No | CHAR(1) | U | 1.9.38All | U for regular user (default), M for manager and X for disabled. |
| Compliance Message Name | No | CHAR(32) | My Message | 1.9.38All | If a user account is being disabled, the name of the compliance message to display can be specified. Compliance messages are configured under Communication / Compliance Messages. |
| Password | No | CHAR(25) | aY*0(y^%bp | 1.9.38All | If the password is blank, the user will not be able to log into PropReports. If set, they will be prompted to change the password on first log in. |
| Add Accounts | No | CHAR(128) | ACCOUNT1 | 1.9.68All | This grants the user permission to view the account. To specify multiple accounts, separate values by a pipe (|). |
| Remove Accounts | No | CHAR(128) | ACCOUNT2 | 1.9.68All | This revokes the user's permission to view the account. To specify multiple accounts, separate values by a pipe (|). Note: if a user is a manager, they may still be able to view the account if they have permission to view any group containing the account. |
Examples of Uploading Notes
Example 1: Uploading a note that is a single line
| No Format |
|---|
Email,Action,Note
test123@gmail.com,U,My note entered here |
Example 2: Uploading a note that has multiple lines.
- If formatting in a text editor - requires use of double quotes. Each line within the double quotes would be inserted as a separate line.
- If formatting within Excel - can use ALT + Enter to insert each new line of a multi-line note. (See further instructions here.)
| No Format |
|---|
Email,Action,Note test123@gmail.com,U,"My note entered here" |
Enabling the Upload
Before uploading for the first time, you must to make sure the Generic data source is enabled.
Step 1: Navigate to the Upload / Sources page.
Step 2: If the Generic source is in the Disabled Sources list, click Enable next to it to update the configuration.
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