Ingesting Users from Excel

Steps to Ingest Users on CommercialTribe:

  1. Navigate to Admin > Hierarchies
  2. Click Export
  3. In the exported spreadsheet, fill in rows for new users, or update information for existing users. Note: Do not change Row 1 this is the header row and is required to ensure functionality when re-importing the updated file. 
  4. When you are finished save the spreadsheet as a .csv file
  5. On the Admin > Hierarchies page, click Import
  6. Select the spreadsheet you created, then click Open
  7. Confirm your changes by confirming the status indicates Success and clicking the “+” button to view the Log Summary


For more detail on these steps, see below.

1. Navigate to Admin > Hierarchies

 

2. Click Export

 

3. In the exported spreadsheet, fill in rows for new users, or update information for existing users. Note: Do not change Row 1 this is the header row and is required to ensure functionality when re-importing the updated file. 

Ingest Fields Explained:

  • firstName – Required Field – User’s first name
  • lastName – Required Field – User’s last name
  • email – Required Field – User’s email address (all lowercase)
  • username – Required Field – User’s email address (all lowercase)
  • employID – Not Required – If used, user’s company employee ID
  • role
  • reportsTo – Not Required – If used, list the user’s manager’s CommercialTribe username
  • active – Required – set to either TRUE or FALSE
  • groups – Not Required – If used, list groups a user is a part of. Groups need to be comma delineated (no spaces between).  Groups must match name exactly as it is listed in the platform. 
  • groupRole – Required if adding user to a group(s) – Set to Subscriber

4. When you are finished save the spreadsheet as a .csv file

5. On the Admin > Hierarchies page, click Import

 

6. Select the spreadsheet you created, then click Open

7. Confirm your changes by confirming the status indicates Success and clicking the “+” button to view the Log Summary

 

 

 

 

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