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Import Users

How To Import Users

As an Administrator, you can import user information files to save time and effort.

  1. Select Administration in the area at the top, go to Manage Users, and select Import Users. The page that displays allows you to import a file of user information.
  2. To import a file, enter a file path and name, or Browse to the file location. After locating the file, select Open to populate the field in the File to Import textbox.
    Note: The import file must have a .csv extension.
  3. To begin the process, select Import. To quit, select Cancel.

User File Format
Review the import file format table below for specific details about each information field. All files must be saved with a .csv extension with a comma as the field delimiter. For more information saving .csv files see Gather Key Information under the Before You Begin section.

Using a comma as the field delimiter:
When importing information, use a comma to separate the information for each field. If a field is empty, a comma is required to "skip" to the next field. Thus, the format could contain multiple commas in a row without spaces, as shown in the "required fields only" sample below.

  • Sample record with required fields only:
    John Doe,jdoe,jdoe123,1,TestLocation,jdoe@company.com,,,Test Shipping Privilege Set,,,,,,,
  • Sample record with all fields:
    John Doe,jdoe,jdoe123,1,TestLocation,jdoe@company.com,770 555 1212,1000,Test Shipping Privilege Set,Refenence 1,003,0,1,770 555 1234,0,


Note:
Various import files have limitations detailed in File Importing Limitations under the Gather Key Information section in this guide.

Field Name

Field Type

Maximum Field Length

Required

Valid Values

Name

Alphanumeric

35

Yes

User's first and last name

Login Name

Alphanumeric

16

Yes

User's login name. Must be unique across system

Location

Alphanumeric

35

Yes

User's location name. Location must be created prior to user import

E-mail Address

Alphanumeric

50

Yes

User's e-mail address; example jdoe@somecompany.com

Telephone

Numeric

15

No

User's telephone number

Extension

Numeric

4

No

User's telephone extension

User Shipping Privilege Set Name

Alphanumeric

50

Yes

User's Shipping Privilege. Shipping Privilege must be created prior to user import

Default Reference 1

Alphanumeric

35

No

Default Reference 1

Default Service Level

Alphanumeric

3

No

Default Service Level. See codes below

Traveling User

Alphanumeric

1

No

Enter 1 if the user should be a traveling user.
Enter 0 if the user should be a non-traveling user

Supply Ordering

Numeric

1

No

Enter 1 if user has the authority to order UPS supplies
Enter 0 if the user does not have the authority to order UPS supplies

Fax Number

Alphanumeric

15

No

User's Fax Number

Location Administrator Indicator

Alphanumeric

1

No

Enter 1 if the user is a location administrator
Enter 0 if the user is not a location administrator

Do not allow user to edit Reference #1 value

Alphanumeric

1

No

Enter 1 for checked to not allow user to change Reference #1 value. Enter 0 for unchecked to allow user to change Reference #1 value.

The Import User File format contains a field named Default Service Level. This is a 3 character field. The codes is used to identify UPS domestic and International services. The valid codes for this field are:

UPS Domestic Services

UPS International Services

014=UPS Next Day Air Early A.M.

054=UPS Express Plus

001=UPS Next Day Air

007=UPS Express

013=UPS Next Day Air Saver

065=UPS Express Saver

059=UPS 2nd Day Air A.M.

008=UPS Expedited

002=UPS 2nd Day Air

011=UPS Standard

012=UPS 3 Day Select

003=UPS Ground Service