Updating Users From a Spreadsheet

Use the following steps to update existing user accounts, resources, and Contacts records.
Note: Users included in your spreadsheet but who do not already exist in SBM are added when you follow the steps below. To update existing accounts only, remove new users from the spreadsheet.

To update existing user accounts, resource, and Contacts records:

  1. Prepare a spreadsheet by exporting it from an external user store or creating it manually. For guidelines, refer to Preparing a Spreadsheet for Importing Users.
  2. From the Administrator Portal, click Import Users.
  3. Select one of the following options:
    • Replace mapped attributes

      Replaces mapped attributes with data in the spreadsheet. For example, you can update phone numbers for users quickly with this option.

    • Replace user
      Replaces mapped attributes and all user properties, except the user's unique database ID, for existing users. All account attributes, such as product-access type, privileges, and preferences, are replaced.
      The Replace user option completely overwrites existing user accounts. Use this feature cautiously.
  4. In the Import user spreadsheet area, click Browse and navigate to the spreadsheet that contains users you want to import.
  5. Click Find to search for a user that will serve as a template for the imported users. If you selected the Replace User option, imported accounts receive the template user's product-access type, role assignments, group membership, privileges, preferences, notification subscriptions, and password settings.
  6. To update Contacts records for the imported users, select the Create Associated Contacts check box.
  7. Map spreadsheet data to SBM user and Contacts record fields. For guidance, refer to Mapping Attributes to SBM Fields.
  8. Click Import.
  9. Select the Import Log tag to monitor the progress of your import.