Import / Export Users

Uptivity supports importing information to create multiple user accounts, update multiple user accounts, or both. The information must be in a comma-separated values (CSV) file. Additionally, you can export user account information from its database to a comma-separated values (CSV) file. You may use this file as a backup or to import the data into other applications. For more information, see Users Overview.

This topic assumes you are on the Users page.

Import Users

You must create a CSV file for importing to Uptivity. The CSV file must contain the following values, with each value separated by a comma:

  • Ident (the Uptivity-generated identification number for the account; required if you are updating an existing user account)
  • Username
  • Password
  • "Locked" value (Y/N)
  • First name
  • Last name
  • Email
  • Active agent (Y/N)
  • System username
  • System domain
  • Employee ID
  • Site ID
  • Phone1
  • Role ID
  • ActiveDirectoryDomain (if your system uses AD/Hybrid authentication)
  • ActiveDirectoryUsername (if your system uses AD/Hybrid authentication)

You can include multiple values for phone and role, separated by semi-colons (for example, 6145551234;6145551235). You cannot include phone numbers for any entry that does not have a Y value for active_agent.

You must supply the Uptivity-created identification number for the role (not the name) displayed on the Roles page.

If Allow Lookup by Agent/Workstation is enabled in the Web Portal Settings, importing the agent's Location (Site ID) is not supported. You may need to configure this separately for each agent after the import is completed. For more information on these fields, see New/Edit User Page.

If a value does not apply, or you do not want to supply it in the import file, you must still allow space for it.

For example, suppose your file includes new agent Phil Hamilton and you want his account to be locked until he finishes training. A properly-formatted CSV file, including an entry with only basic information for Phil, might look like this:

When you import a file, Uptivity verifies the entries in your file are in the correct format. It also checks for existing agent names or phone IDs, and for existing Active Directory (AD) usernames on the same domain if you are using hybrid or AD authentication.

The following image shows validation warnings caused by a duplicate username and an improperly-formatted email address.

If validation warnings are displayed, you must correct the file and then try the import again. To import users:

  1. Click Import Users.
  2. Click Select.
  3. Browse to locate the file and then click Open.
  4. If the file has a header row with column labels, select Import file has a header.
  5. Click Upload File.
  6. Click Perform Import.

Export Users

The exported file is saved to the downloaded files folder configured in your browser.

  1. Click Export Users.
  2. Download the file using the standard method for your browser.