There are times when the SalesLogix Administrator is asked to import users from an .xls spreadsheet. Fortunately there is a handy little import wizard built right into the Admin application (Insert | Import Users | From a .CSV file) that assists you with this task. After you have added the SalesLogix users license make a note of the quantity for each user type so you can set up your user type correctly in the final .csv file without exceeding your license count. This file must be set up in the following order.
“USERNAME”, “USERTYPE”, “USERTEMPLATE”, “PREFIX”, “FIRSTNAME”, “MIDDLENAME”,
“LASTNAME”, “SUFFIX”, “EMAIL”, “TITLE”, “REGION”, “DIVISION”, “DEPARTMENT”,
“MANAGER”, “ISMANAGER”, “WORKADDRESS1”, “WORKADDRESS2”, “WORKCITY”, “WORKSTATE”,
“WORKPOSTALCODE”, “WORKCOUNTY”, “WORKCOUNTRY”, “WORKPHONE”, “DIRECTPHONE”,
“FAX”, “MOBILEPHONE”, “PAGERNUMBER”, “PAGERPIN”, “HOMEADDRESS1”, “HOMEADDRESS2”,
“HOMECITY”, “HOMESTATE”, “HOMEPOSTALCODE”, “HOMECOUNTY”, “HOMECOUNTRY”,
“HOMEPHONE”, “ACCOUNTINGID”, “ASSETID”, “ASSETDESC”, “HIREDATE”, “BIRTHDATE”,
“SPOUSE”, “SSN”, “EMPLOYEENUMBER”, “USERDATE1”, “USERDATE2”, “USERDATE3”,
“USERDATE4”, “USERDATE5”, “USERTEXT1”, “USERTEXT2”, “USERTEXT3”, “USERTEXT4”,
“USERTEXT5”, “USERNUM1”, “USERNUM2”, “USERNUM3”, “USERNUM4”, “USERNUM5”,
“NOTES”, “WINDOWSSID”, “USERCOMPANY”
The last import I ran in a 7.5.1 system would not accept the quotes around the field names so I would recommend removing them. The simplest way to set this up is to open this file in Excel and paste your data in here, then save it as a .CSV. Good luck importing!
