Difference between revisions of "Importing Users"

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(Step 2: Preview/Organize Data)
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:[[File:importstep1.png]]
 
:[[File:importstep1.png]]
  
== Step 2: Preview/Organize Data ==
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== Step 2: Assigning Fieldnames, Subscriptions and Delimiters ==
Step 2 of the Import Users wizard displays the list of imported users from the file in columns.  
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Step 2 of the Import Users wizard displays the list of imported users from the file in columns. On this screen, you can assign fieldnames to the imported columns, setup subscriptions and select delimiters to be used for the import.
  
 
===Assigning Fields===
 
===Assigning Fields===
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===Adding Subscription===
 
===Adding Subscription===
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Select the '''"Add Subscription"''' checkbox to enable sending newsletters and other communications to the user. Leave the checkbox blank to disable sending newletters and other communications to the users being imported through the Import process.
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:[[File:addingusersubscription.png]]
  
 
===Skip First Line===
 
===Skip First Line===
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Select the '''"Skip First Line"''' checkbox to skip importing the first line. This feature is userful when the first line in the .csv file contains the column headings.
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:[[File:skipfirstline.png]]
  
 
===Selecting Delimiter===
 
===Selecting Delimiter===
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Select the delimiter used for separating records in the .csv file by clicking on the arrow in the '''"Delimiter"''' field and select delimiter from available options.
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:[[File:delimiter.png]]

Revision as of 20:23, 26 September 2011

Contents

Introduction

In addition to adding users in aMember, you can also import a list of users from a .csv file. Importing users is a simple 4 step easy process.

Importing Users

  1. Login to the Admin Panel.
  2. Select "Import Users" under "Users" from the options on the left side of the screen.
Importusers.png
3. The Import Users screen will be displayed.

Step 1: Selecting File to Import

  1. Click the "Browse button" on Step 1 of the Import Users wizard screen and select the .csv file to import from your computer. The file path will be inserted into the "File" field.
  2. Click the "Next" button.
Importstep1.png

Step 2: Assigning Fieldnames, Subscriptions and Delimiters

Step 2 of the Import Users wizard displays the list of imported users from the file in columns. On this screen, you can assign fieldnames to the imported columns, setup subscriptions and select delimiters to be used for the import.

Assigning Fields

Assign the fields for each column of data by clicking on the arrow button at the top of the column and selecting a field name.

Assign Fields.png

Adding Subscription

Select the "Add Subscription" checkbox to enable sending newsletters and other communications to the user. Leave the checkbox blank to disable sending newletters and other communications to the users being imported through the Import process.

Addingusersubscription.png

Skip First Line

Select the "Skip First Line" checkbox to skip importing the first line. This feature is userful when the first line in the .csv file contains the column headings.

Skipfirstline.png

Selecting Delimiter

Select the delimiter used for separating records in the .csv file by clicking on the arrow in the "Delimiter" field and select delimiter from available options.

Delimiter.png