User Import V2 – Fexa

New Import for Users

Name: User Import V2
Can access via any User grid, and now export the grid in import format.

Key Features:

- Accessible from any User grid
- Export respects any filters applied to your grid
- Export and import tools are located at the top of every user grid

Sample User Import:

Import File Overview

The import template includes the following fields with detailed usage instructions:

AllColumn Header + Description

Required?

datatype/values accepted

For which Users

Action: Create, Update, Deactivate. Required

Always

String = one of these three values. Case insensitive

All

User Email/Username. Required

Always

Email format

All

Contact Email (if Different)

No

Email format

All

Role: Select from list or enter (Internal User, Technician, Store Manager, District Manager, Regional Manager, Vendor or Client)
 
Always

String = one of these values. Case insensitive

All

Permission Group (copy/paste dropdown values for additional roles). Must fill out Column E first, Required on Create

On Create

String = one of these values. Case insensitive

All

First Name. Required on Create

Required on Create

String

All

Last Name. Required on Create

Required on Create

String

All

Location/Facility Number(s) Required on Create for SM

Required on Create for SM

Store number, comma separated for multiples

Store Manager

Region. Required on Create for Regional Manager

Required on create for RM

String match for Region - not sensitive

Regional Manager

District(s). Required on Create for District Manager

Required on create for DM

String match for District - not sensitive

District Manager

Vendor User. Vendor Company name expected. Required on Create of Vendor User

Required on create for Vendor

String match for Vendor - not sensitive

Vendor

Internal Employee User Limits (Client or Vendor, Amount, Currency)

Not Required

Strong, comma separated

Internal Empl

Internal Employee Department (Name)

Not Required

String match for District - not sensitive

Internal Empl

Technician Service Area (Zone Name)

Not Required

String or match for Zone Name - not sensitive

Internal Empl

User Pwd. Not Required

Not Required

String

All

Mobile Phone (include country code) "+1-###-###-####"

Not Required

Validate on phone number format via country code

All

Phone Ext. Not Required

Not Required

integer

All

Country Code. Drop Down OR Description on how to format.

Required on Create

Map to country values/table

All

Address. Required on Create

Required on Create

Our Address Format

All

City. Required on Create

Required on Create

Our City Format

All

State. Required on Create for US or Canada/where states apply

Required on Create

Our State Format

All

Postal Required on Create

Required on Create

Our Zip Format

All

TimeZone (copy/paste dropdown values for additional roles). Required on Create

Required on Create

Our Address Format

All

Language (copy/paste dropdown values for additional roles) Default English

Not Required

Default English, Our Language format

All

Assignable for Fexa Processes? Not Required

Not Required

Toggle

Only Assignable Roles

User Import Example.xlsx
10 KB Download

AllColumn Header + Description	Required?	datatype/values accepted	For which Users
Action: Create, Update, Deactivate. Required	Always	String = one of these three values. Case insensitive	All
User Email/Username. Required	Always	Email format	All
Contact Email (if Different)	No	Email format	All
Role: Select from list or enter (Internal User, Technician, Store Manager, District Manager, Regional Manager, Vendor or Client)	Always	String = one of these values. Case insensitive	All
Permission Group (copy/paste dropdown values for additional roles). Must fill out Column E first, Required on Create	On Create	String = one of these values. Case insensitive	All
First Name. Required on Create	Required on Create	String	All
Last Name. Required on Create	Required on Create	String	All
Location/Facility Number(s) Required on Create for SM	Required on Create for SM	Store number, comma separated for multiples	Store Manager
Region. Required on Create for Regional Manager	Required on create for RM	String match for Region - not sensitive	Regional Manager
District(s). Required on Create for District Manager	Required on create for DM	String match for District - not sensitive	District Manager
Vendor User. Vendor Company name expected. Required on Create of Vendor User	Required on create for Vendor	String match for Vendor - not sensitive	Vendor
Internal Employee User Limits (Client or Vendor, Amount, Currency)	Not Required	Strong, comma separated	Internal Empl
Internal Employee Department (Name)	Not Required	String match for District - not sensitive	Internal Empl
Technician Service Area (Zone Name)	Not Required	String or match for Zone Name - not sensitive	Internal Empl
User Pwd. Not Required	Not Required	String	All
Mobile Phone (include country code) "+1-###-###-####"	Not Required	Validate on phone number format via country code	All
Phone Ext. Not Required	Not Required	integer	All
Country Code. Drop Down OR Description on how to format.	Required on Create	Map to country values/table	All
Address. Required on Create	Required on Create	Our Address Format	All
City. Required on Create	Required on Create	Our City Format	All
State. Required on Create for US or Canada/where states apply	Required on Create	Our State Format	All
Postal Required on Create	Required on Create	Our Zip Format	All
TimeZone (copy/paste dropdown values for additional roles). Required on Create	Required on Create	Our Address Format	All
Language (copy/paste dropdown values for additional roles) Default English	Not Required	Default English, Our Language format	All
Assignable for Fexa Processes? Not Required	Not Required	Toggle	Only Assignable Roles