To update user information for multiple users at once, you can import a CSV file through the eFront portal.
Step-by-step instructions
- Log in as an Administrator.
- Go to Maintenance (1) → Import from CSV (2).
- In the Data type select Users (3).
- Download the sample CSV file (4) to use as a template.
- Edit the file to include only the mandatory fields and the fields you want to update. The mandatory fields are login, name, surname, email, and public id.
- In the Duplicates, select Replace (5).
- Upload the CSV file or paste your data into the plain text field (6).
- Click Import (7) to import the updates.
| Note: Fields shown in bold in the "Available fields" section are required for the import. |
| Note: If you select "Ignore" in the Duplicates section, the system will skip any existing users. Use this only when importing new users without affecting existing data. |
Best practices for updating user data
- Start by updating a single user to verify your format and fields before importing in bulk.
- Only include fields you want to update. The CSV can contain just the fields you're changing. For example, to update names, only include login, name, surname, and public id.
- The user’s public ID is mandatory when you update users. To find the public ID:
- Go to Reports → Custom.
- Create a report with “public id” as an output field.
- When updating existing users, always choose Replace to overwrite existing values.
- Ensure you're uploading a standard .csv file. UTF-8 encoded CSVs are not supported and may cause errors.