How do I use import to assign usernames and passwords to customers?
Again we use a very similar technique as shown in previous examples
Upload the file including the user name and password columns with the data to be included in csv or xlsx format and click on the upload file button.
Navigate to the file containing the data. If the upload is successful and the data is in the correct format then a green status bar will be displayed. Give the import definition a name.
Once uploaded two options are available.
Ignore lines: choose the number of lines to ignore before the data is available in the worksheet. Leaving it blank will not ignore any lines. Do not include the heading in the number of lines to ignore
Worksheet: choose the page where the data can be found.
Column mapping
An example of the data will be displayed. For the entries in Column choose a target column from the appropriate Target column drop down menu. See example below
| Column | Example | Target Column |
|---|---|---|
| Name | Select a target field | |
| Surname | Select a target field | |
| TomH@xyz.co | ||
| Company | Select a target field | |
| User name | Tom | user_name |
| Password | 12%3wer! | user_password |
As you can see in this example the user name and password are included in the upload file
Click Next
On this page are a number of conditions and questions that need to be answered.
Create username and password is the determining question together with existing e-mail in our example. In the drop down menu relevant to this question.
1. Ensure that Check if e-mail is already present box is ticked.
2. Choose: Userdata based on designated columns
By answering these two questions as described above i-reserve will apply the username and password contained in the upload file according to the present e-mail
Note: it is also possible to allow the application to generate automatic usernames and passwords. in drop down choose username and password automatic
Click Next
A new page is opened with the possibility to save the import. Check the number of lines to be imported and the name of the file. when correct and the total corresponds to the expected result proceed
Once it is saved it will be set in a queue to be imported.
The larger the file the longer it might take to import.
Progress can be viewed in the page batch.
configuration mode - system - batches
