Administrative Utilities → About User Import → Importing Users From a Spreadsheet → Spreadsheet Import Options
Use the Import Options page to set options for handling existing users, sending e-mails about the import, and importing a spreadsheet.
The options described in this section are available when the Import users from spreadsheet option is selected in the What do you want to do? section.
Use these options to send a copy of the import log file by e-mail when the import process completes and to send e-mail messages to newly imported users.
The Notification Server must be configured and running to send import logs and new user confirmations. On-premise customers use SBM Configurator to manage the Notification Server. The Notification Server is enabled in on-demand systems.
Change these options as needed:
This check box is selected by default. Clear it to stop the import log from being sent by e-mail.
By default, the user logged into SBM Application Administrator when the import process is started is sent the log message. Change the e-mail address as needed. To send the log to multiple addresses, separate each address with a comma.
When you import users, login IDs are used to guarantee uniqueness. Use the following options to determine how the import process handles login IDs that match in the spreadsheet and in SBM.
Select to ignore spreadsheet rows where the login ID matches that of an existing SBM user.
Select to replace mapped attributes with data in the spreadsheet. This is useful for updating information, such as e-mail address and phone number, in existing SBM user accounts.
Select to replace mapped attributes and template attributes for existing users. This enables you to quickly change all user properties for existing users. For example, if a set of users is moved to a new department and needs a different privilege set, you can import those users based on a template of a user with the new privilege set. The unique database ID for the replaced users is not changed so that ownership and other historical information is not affected; however, all account attributes, such as product-access type, privileges, and preferences, are replaced.
Use the following options to import and map data in a spreadsheet to user, resource, and Contacts records attributes.
Browse to a spreadsheet that is formatted based on the specifications in Preparing a Spreadsheet for Importing Users.
Select this check box to automatically create Contacts table records for imported users.
The User Attribute Map section contains information from the selected spreadsheet. Use this information to correctly map data in the spreadsheet to SBM user accounts, resource, and Contact records. For guidance, refer to Mapping Attributes to SBM Fields.
Lists the information in the first row of the spreadsheet. This is considered a header row used for mapping and data in this row is never imported as a user record.
Lists information from the second row of the spreadsheet. Data in this row is provided to assist you with mapping and is also imported with a user account.
Select the applicable user attribute from the list for each column title. At a minimum, you must map the Login ID and E-mail attributes.
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