DataImporter - Import Members of User Groups

Table of contents

Overview

Importing members allows to automatically populate the members of a user group. Use this function to make modifications to user groups in batches or to automate the update of user groups when a link to an HR system is in place.

References

 

What you need to know:

The reference template files (.xlsx et .xml) to prepare imports are included in the Users.zip file.

Required Fields

  • Group – Text
    • The existing user group in which the user is to be added
  • Member - Text

Configuration File (XML)

The declaration of the source is done by indicating the GroupMember value in the <Content> tag.

NOTE: The XML file used as this example is for an import done from Excel 2007 or 2010. To explain the tags used in all types and to find out more about the types of files, please refer to the XML Configuration File article
<?xml version="1.0" encoding="utf-8" ?>

<Sources>

   <Source Name="ImportGroupMembers">

      <ConnectionString>Provider=Microsoft.ACE.OLEDB.12.0;Data Source=c:\Import\Users.xlsx;Extended Properties="Excel 12.0 Xml;HDR=YES";</ConnectionString>

      <ViewName>[Import Group Member$]</ViewName>

      <Content>GroupMember</Content>

      <EmployeeIdentificationMethod>UserByWindowsUsername</EmployeeIdentificationMethod>

   </Source>

</Sources>

Information on Additional Tags

To import members of user groups, the XML file can contain 1 additional tag. This tag is not mandatory and if it is not specified, the default values will be used, in this case the import will use the Windows username.

User Identification Method

In the XML file to import the users, it is possible to specify how the user will be found.

Accepted values for this tag IdentificationMethod:

  • UserByID: User employee number
  • UserByName: User's first and last name (in the format Martin Tremblay)
  • UserByWindowsUsername (Default value) : User's Windows Username

To use this tag, add the following line to the XML file: 

<EmployeeIdentificationMethod>VALUE</EmployeeIdentificationMethod>
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