How to import users via CSV

Document created by Oz Merchant Administrator on Oct 4, 2016Last modified by Joseph Brown on Jan 24, 2017
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There are a couple ways you can add your users into Samanage. The best way to do this depends on how you use Samanage, whether for Asset Management or Service Desk, or both.


If you use
Samanage for Asset Management, the quickest method is to import your users through a CSV file.

 

To prevent import errors some data included in your file must be in a certain format and may need to already exist in your Samanage instance. Below is an overview of requirements for the relevant fields.

 

Email - Your value(s) for email must be in email(at)domain.com format and have a domain that is among the “Allowed List” under Setup -> Email Settings if you are limiting user registration and access to specific email domains.

 

Site and Department - Your value(s) for site and department must be existing values under Setup -> Organization

 

Reports to - Your value(s) for reports to can be the name/email of an existing user under Setup -> Users

 

Role - Your value(s) for roles must be existing roles under Setup -> Roles

 

Let’s walk through how to do this:

 

1. Go to Setup → Users

 

setup.png

 

2. Click Import

 

users.png

 

3. Select the CSV you wish you upload

 

importing users.png

 

4. Map the columns from the CSV to the user record properties.

 

5. When you are done mapping the fields, click next and next and Samanage will process your CSV file and create users in your account.

 

Please note that no emails are sent to your users in this process. In order for your users to log in, you have the option to resend the activation email to your users. You can do this by:

 

1. Go to Setup

 

2. Users

 

3. Actions, Click the envelope button, “Resend Activation Email”

 

users2.png

 

The default role will be “Requester” role unless a role is provided in one of the CSV’s columns.

 

We have provided you a CSV template for importing users into Samanage:

CSV Template

 

 

If you use Samanage Service Desk you have two options to import users. You can import your users through a CSV file like explained above or you can use Single Sign-on to import your users. Single Sign-on (SSO) allows your users to login once and gain access to all systems without having to log into each individual system. If you choose SSO, users will be created whenever they login for the first time. You can also use one of our Identity Management Partners, like Centrify, OneLogin, or Okta to do this.

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