Importing User IDs and Passwords

The Import User IDs function imports a prepared list of user ids and passwords along with designated user group number and, when appropriate, three organizational levels and up to 255 custom demographic fields. The fields import in the following order:

Group ID

User ID

Password

Org Level 1

Org Level 2

Org Level 3

User Demographic 001

User Demographic 002

...

User Demographic 255

Prepare data in a spreadsheet and sure that all fields are correctly formatted, avoiding single and double quotes. Save the data as an ASCII text file ready for import. There should be no header row.

Data preparation for importing user ids - omit header row and save as ASCII text file

Import User IDs with group, passwords, organization levels and demographics

To import user IDs first prepare and check an ASCII text file with the appropriate number of columns and data elements. Data fields should include Group ID, User ID and Password.

1. On the server, select Import Data from the Administration menu.

2. At the Import Items or User IDs screen, select the option for Group ID, User ID & Password.

3. Select the appropriate End of field flag and End of record flag to match the format of you text data file.

4. Double check that everything is set correctly and then click the Import button.

5. At the Open screen, browse to find the text file containing your data, select the file and click the Open button.

The data imports and imported user IDs are activated.

A server-side message indicates when duplicates are found during import. Duplicate user IDs are now tagged with ZXZ and a three digit number. A quick search for user IDs starting with ZXZ reveals duplicates allowing for them to be corrected individually. Check the data in the User Profiles function to ensure it imported as expected. If the data appears garbled, it is likely that there was a mismatch between the text data file and the settings you chose when importing the data. Delete the user profiles, check the text data file and repeat this procedure.

Server-side alert message after importing user IDs including duplicates

Custom Demographic fields are stored in User Profiles in the Additional Settings section under "This User's Last Response." Fields are separated by the "[" character.

Custom demographics stored in User's Last Response in the user profile additional settings