How To Import Users & Subscribers | Security & User Groups | SiteApex Website Administration | SiteApex Support
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How To Import Users & Subscribers

NOTE: Due to new laws coming into place on July 1st in Canada (Click here to read details) and existing legislation in the US (http://en.wikipedia.org/wiki/CAN-SPAM_Act_of_2003) regarding Spam laws it's important to note that all your email contacts have submitted consent to receive emails from you. So be aware of this before importing any email into your system. Thank you.
 
These lists of names can be used for giving access to specific areas of your site, or you can use them as a subscriber list for the newsletter module. In the newsletter module, newsletter are sent to either all of the people in a security group, or to a list of names and email addresses from responses to a form on your website.
 

File Format

  • You can import lists of people into security groups using CSV files only
  • IMPORTANT If you plan on doing updates by re-importing your lists ensure that you have your own Username column in your sreadsheet. This is the key identifier in our system that must be unique in order to update existing users. If you don't not have a username field the system will automatically use your email field.
  • You don't need to have column headers in your file (optional if you have similar data in columns that need to be identified during import).

Importing

  1. Once you are logged into the admin area go to "Control Panel" and then "Security".
     

  2.  
  3. Select "Import users" in the security options panel.


     
  4. You can choose to put the new users in an existing group or create a new group for them. Also you can choose what method the users will be assigned a password.


     
  5. The next option is to upload a CSV file (Microsoft Excel) containing all the records. Make sure your CSV has field names for each column. When you upload one the next screen will ask which fields in your CSV you want to assign to the User Record Field.
     
  6. The last option is to prevent duplication of users and will ignore an imported user if they already exist, check it off if you would like the importer to watch for already existing users. If you leave this option unchecked, if the system finds an existing user that matches the one you're importing, it will attempt to update their information with the new details you are importing. (Note - the system will not create duplicate users upon importing. It will either update the existing user if it finds a match, or skip importing that particular user depending on whether or not you check off the 'Ignore Existing Users' option.)
     
  7. Once it is finished uploading you can view the users by clicking on "List Users" and then select the group those users are in from the group drop down menu.