User Import

Overview

When your Serraview instance is being implemented your user roles can be imported using the User Roles import. 

View the User Import Columns

Before you create a User Import, review the columns in the import.

1. Navigate to Admin Settings > Data Imports > Data Imports.
2. Click the User Import link.

The options for this import are:

• Create new user when not found? check box - Check this to create a new user for every row of data where the user does not exist. 

Expected Schema

3. Click the Show Expected Schema link to view the required columns.

Column Details and Requirements

Prepare an Import File

You can prepare an import file from:

• sample import file, refer to Create your own Import File. 
• import report that contains existing data from Serraview, refer to Download a report and prepare an import.