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