When you’re setting up a new Creatio system one of the first things you do is create new users. A great way to do that is to import them all at once by using an Excel file. This lets you get the user list just right in Excel first then you can just dump them in all at once. Maybe you’re migrating from another system and you could export the users from that system and import them into Creatio. Let’s go through the steps for importing users.
First you would want to create an Excel file and create the columns “Name”, “Type”, “Contact”, “Active”, “Culture”, “Connection type”, “PW” (password), “Reset password”, and “Role”.
- Name: The name column is the username the user will login with.
- Type: Leave this value at 4, which indicates that this is a user.
- Contact: This is the user’s actual name. This will be the name of the contact for the user.
- Active: 1 for active users, 0 for inactive users.
- Culture: Enter culture/language for user.
- Connection type: Enter 0 for employee user, enter 1 for portal user.
- PW: This is the user’s password. Be sure the password follows the password rules for your Creatio system. It’s important to not name this column “Password”, I’ll explain this is further on.
- Reset password: (Yes/No) Indicates if the user has to change their password on their first login.
- Role: The default user role for the user. Typically, for a user this would be “All employees”
About the password column, it’s important to not name it “Password”. Because if you do it will cause some weird behavior and it’ll not work. It will usually pop up something like a blank error message.
This is why I named my password column “PW”.
After finishing your Excel file next thing you’d want to do is go on Creatio and click the gear symbol on the top right and go down to “Data import”. We’ll need to do the import twice, the first time will be creating users and the contacts for those users. Second time will be adding those users to the “All employees” role. Once you click the data import it’ll pull up a screen where you can add your Excel file then you will need to click “Other” and select “System administration object”.
When you click next it’ll bring you to a screen where can match the columns from your Excel file to the columns in Creatio. If you named your columns like what I showed above then it should automatically pair the columns together. Except the password column you’ll need to pair that manually. You also want to not match role with anything yet that will be for the second import.
Now you just click through the wizard to run it. When it’s done we need to do one more import to add those users to the role listed in your Excel file. Go to the data import again and this click other but choose “User in roles” as the table we’re importing to. The only columns we want to match this time is user and role. To map the name column we’ll expand related items and choose user then name.
Then it’ll look like this in our mappings.
Click through the wizard to run it. You will still need to go through and manually assign licenses for these users.
To make this easy you can download this Excel file for your user import: Creatio Users Import
For importing Creatio portal users all you will need to do is change the “Connection Type” to a “1” and change “Role” to “All portal users”.