In the Add users to the portal wizard, verify the .csv file settings and set up compliance between the .csv file fields and the fields on the portal which are required to add a user.
For proper importing you can change the loaded .csv file settings:
- Encoding - Specify the encoding type used while saving your .csv file. The default type is UTF-8.
- Delimiter - Use this drop-down list to select the character used to separate values in your .csv file. The default delimiter is Comma.
- Text Delimiter - Use this drop-down list to specify the character used to enclose the fields in your .csv file.
If your .csv file has a header row with the field/column names, check the The names of fields in first line box - the field names will be displayed in the Fields in file section.
Below you can set up compliance between the .csv file fields and the fields on the portal.
- Fields in file - a row of your .csv file containing the column/field names.
- Example values - the available file column values. To refresh values use the
icon.
- Fields on the portal - the portal fields corresponding to the field/column names from your file.
If the field names in the loaded .csv file comply with the obligatory fields which are necessary to import users to the portal (First Name, Last Name and Email), they will be automatically selected in the Fields on the portal section. You can also set up compliance manually selecting the necessary value from the list.
When everything is done click the Go to contact list button below to proceed to the next step.