Importing users into Tendenci

This help file shows you how to batch import new Users to your Tendenci website where you can create Interactive user accounts, update your website contact database, and more. 

How to Import Your Users

You can quickly import batches of users from another data source using the User Import Utility. Here are the steps to take plus our tips for a smooth import!

1) Prepare your users for import

We recommend you use our User Import template. Here's a copy of the template you can download and use: 

import-users.csv

2) Log into your Super User account on your site

Only Super Users can use the batch import and export features. 

3) Locate the "Import Users" dropdown option from the User Tab

From the Tendenci Users Module, find the "Import Users" option from the dropdown tab menu:


users-dropdown-menu-from-search-page.png

Click on "Import" and you'll go to the Import page. You'll find the most up-to-date version of our User Import .CSV template available to download plus options for uploading and importing your Users. 

import-users-page.pngThe Import Users Page includes a download-able template and options for managing your User Import

4) Upload your CSV list of Users

Click "Choose File" to browse your computer's files and find the CSV template with your Users. Select the file to import your Import Template CSV or XLS. See How to prepare a user file for import for more information.

5) Choose how to handle the imported users

Before you begin the import, you also have some options to choose from that will determine how Tendenci sets-up the new user accounts and profiles. Here's an explanation of your options:

Make Users Interactive/Not Interactive  - determines whether or not imported users will be able to log in to your site; check the button next to the option that you want. If you select "Interactive" then your users will have usernames and passwords generated by the software automatically and they'll be able to login. 

Update Blank Fields/All Fields - Updating blank fields will only replace information in the user account that is blank or missing.  Updating blank fields will not overwrite user account information, and this is useful if you have duplicate users in your batch import that may already have User profiles.

Updating All Fields will overwrite all user account information.  If a blank field is inside of the csv file, the user account information associated with that field will be deleted (removed)

** Note - If you wish to overwrite user account information without deleting user account information, please remove the columns in the csv file that have blank fields (cells). ** 

Identify Duplicates by - this dropdown menu has options for how you want Tendenci to identify duplicate records during the import. Whatever key you select will automatically make these field required in your Import Template CSV. For the majority of your imports, you can leave this setting at the default "Email" option. 

identify-duplicates-import-users.png

You have several options for Identifying Duplicate Users during the Import

Add users to Group - choose a user group to put these users in from the dropdown menu. This list will automatically include any User Groups that you've created on your website. If you want to import your Users into a new group, we recommend you first create that User Group and then continue with the import. 

Add-Users-to-a-group-import-users.png

This Example Site has a Number of User Groups to Choose From

Delete Members from Group Before Import - check this box if you want to completely delete all current User Group members before importing Users into the Group. This will completely remove all members of that User Group so be careful!

6) Click Preview Import

On the Preview Import page, review your import. If everything looks OK, click on Import Users to complete the import. Large groups of Users can take several minutes to import so be patient and have a cup of coffee while you wait.