Overview
This guide is intended to walk through importing and updating users and their details via the Data Map and Data Import. It will cover the data mapping requirements, data validation, and additional notes such as restrictions and additional functionality.
This article covers:
- Setting up User Import
- Step 1: Setting up data import map
- All Data Map Fields’ configurations explained
- Step 2: Setting up data import schedule
- People User Connection and user imports
Note: Users with permissions can access the user csv report “Expanded User Details” available in the user settings of Assure to amend and use for data import.
SETTING UP USER IMPORT
This section will cover the step-by-step process of setting up a Data Import.
Required Mapping for Creating, Updating and Replacing User Details
The following fields must be mapped for all users.
- Username
- Full name
- Default Unit (Organisational Unit ID)
IMPORTANT: for Update, these fields must be mapped through Data Map and have a column in the .CSV but the data can be null or empty. If the values are empty, the importer will not update the fields but the user may still receive data warnings in their emails about fields containing empty or null values.
Figure 1. Minimal Required Mapping for User Data Map
STEP 1: SETTING UP DATA IMPORT MAP
Navigate to Settings > System Configuration > Data Import Map.
Click the + New button.
- Select your Type of Import as User.
Note this will hide unnecessary configurations that are required for a module import and show fields that are needed for User Import.
- Provide a Title for your Data Map
- Confirm the Import Type, there are 4 options to choose from:
- Insert and Update: if you would like new users to be created and existing ones to be updated (not recommended to update a user(s) role)
- Insert: if you only wish to create new users and not update any existing users. Note this is the ‘Default’ option to avoid users being altered unexpectantly.
- Update: if you want to update and do not create any new users (use to add new roles to a user)
- Insert and Replace: This option allows you to insert new users as well as replacing existing information held. (this is the recommended option when wanting to amend user roles by using a replace function to add new or remove existing roles)
You will be prompted to select ‘User Access Type’ if you select ‘Insert’, ‘Insert and Update’ or ‘Insert and Replace’. Any new users will be created with the Access Type selected:
- Assure and AssureGO+: this means the user can authenticate into the main Assure system and AssureGO+ if authentication for AssureGO+ has been configured.
-
AssureGO+ Only: this means the user can authenticate on AssureGO+ only where authentication has been configured.
PLEASE NOTE: The user access type is driven by the selection made above, and is not available to map in the CSV. You are not able to change the user access type via data import, this must be done manually.
To add your csv file, click Browse and select your csv file from your PC.
When you upload your file, the displayed table will populate with the relevant number of columns.
To automatically match your imported data to your Assure fields, click “Auto Match”.
This will automatically try to assign a field to each row if there is an exact match.
Like the existing functionality for module import, each row will show:
The Order – This can be amended by clicking the arrow icons and dragging them up or down.
The Header – This shows the header text, as shown in your excel document.
The Caption – This drop-down allows you to select the field you wish the current column to be mapped to.
Key Field Check box – If ticked, this lets the system know that this row is a unique, key field. For User Import, this is not required because the Username is the only possible Key Field.
Match by ID Check Box – This field allows certain values to be matched by their ID, instead of their key field text. See below for a full explanation of what can be matched by ID.
ALL DATA MAP FIELDS’ CONFIGURATIONS EXPLAINED
For ‘value can be empty when updating users’, if a value is present when updating an existing user, the importer will validate and try to update it. If a value is absent, it will be ignored.
For ‘Insert and Replace’ where a field isn’t required in the table below, if a value is absent, it will return a null value for that user field, as this import type replaces a user’s information with what is provided on the csv.
| Caption Name | Description | Required? | Value can be empty when updating users | Match By Id | |
| User Name | Acts like a ‘key field’ in Module Import with a difference.
|
Yes
|
No | N/A | |
| Password | This will be the password you supply for a user. Users will not be sent this password using Assure. See “Send Password Email Link” for the recommended method of users creating/resetting their password. | No | Yes | N/A | |
| Full Name | This is the user’s full name. | Yes | Yes | N/A | |
| Linked Person Record | This is the corresponding linked Person Register record, the person to which this licence belongs. | No | Yes |
If ticked, requires Person Register record ID. If unticked, it will search Person Register Reference number. |
|
| This is the email associated to the user. | Yes | Yes | N/A | ||
| Is Current User |
If selected (yes) users will import as current If empty or value of “no” users will be imported as not current |
No | Yes | N/A | |
| Send Password Link Email |
If selected (yes) users will receive a create or reset password email with a link to create or reset their password. On import the system will check whether a password has been set by the user/admin to determine which type of email they receive. If yes, any value inputted for the “password” or “user must change password at next log in” fields will be ignored. |
No | Yes | N/A | |
| Default Unit |
This is the organisation associated to the user. Note: this field can only be matched by Id |
Yes | Yes | This field can only be matched by Id. | |
| Is Manager |
If the imported/updated a manager
For Insert and Replace if absent of a value the field will be replaced with a null value. |
No |
Yes
|
N/A | |
| Manager | For Insert and Replace if absent of a value the field will be replaced with a null value. | No |
Yes
|
If ticked, requires SheUser_id. If unticked, it will search by username. |
|
| User must change password at next login |
If selected (yes) users will need to change password at next login If empty or a value of “no” users will not need to change their password at next login If column is not included on csv for import, users must change password at next login by default |
No | Yes | N/A | |
| Masked Parent |
This field can only be matched by Id but we don’t require the Match By Id field be ticked because the system knows to check only for the Organisation’s Id.
For Insert and Replace if absent of a value the field will be replaced with a null value. |
No |
Yes
|
This field can only be matched by Id.
|
|
| User Specific Timezone | Required time-zone values. | No | Yes | N/A | |
| Language |
Can be empty will default to system default language Set this only if system has the required language available |
No | Yes | N/A | |
| Date Format | Date format | No | Yes | If unticked, requires the full display name of the property. | |
| Supervisor Privilege |
What supervisor privilege group a user will be allocated to.
For Insert and Replace if absent of a value the field will be replaced with a null value. |
No | Yes |
It will search by the group name. If there are duplicate names, you can use the ID and tick Match By Id.
|
|
| Role (x) |
This applies to all fields Titled ‘Role ([Number])’.
IMPORTANT: if a Role(x) field is selected, you MUST have the Role Org Unit (x) that matches it selected. For inserting AssureGO+ Only users, no roles can be configured. If you’re inserting and updating users, all roles configured for AssureGO+ Only users will be ignored.
Important: If using ‘Insert and Replace’ all Role(x) and Role Org Unit(x) must be included with a value. If all role fields are absent of a value a user’s role will be replaced with a null value.
|
No |
Yes
|
If ticked, you must have the SheRole Id, If unticked, you must have the correct SheRole name.
|
|
| Role Org Unit (x) |
This applies to all fields Titled ‘Role Org Unit ([Number])’. IMPORTANT: if a Role Org Unit (x) field is selected, you MUST have the Role (x) that matches it selected. This field can only be matched by Id but we don’t require the Match By Id field be ticked because the system knows to check only for the Organisation’s Id.
Important: If using ‘Insert and Replace’ all Role(x) and Role Org Unit(x) must be included with a value. If all role fields are absent of a value a user’s role will be replaced with a null value.
|
No |
Yes – if matching ‘Role (x)’ is also empty. |
This field can only be matched by Id.
|
|
| Include Children for Role (x) |
This applies to all fields Titled ‘Include Children for Role ([Number])’. IMPORTANT: if a Include Children for Role (x) field is selected, you MUST have the Role Org Unit (x) that matches it selected.
If selected (yes) permissions will cascade to child org units. If empty or value of “no” permissions will not cascade to child org units. If not “include children for Role (X)” is not included on csv for import, permission will default to “no” for child org units.
|
No |
Yes
|
N/A | |
| Insights+ Role |
What type of Insights+ Role is required. For Insert and Replace if absent of a value the field will default to ‘None’ |
No |
Yes
|
If unticked, requires the full name of the property.
|
|
| Configure Dashboard The Same As |
Allows the user to set-up dashboards based on another existing user. For Insert and Replace if absent of a value the field will be replaced with a null value. |
No |
Yes
|
If ticked, requires SheUser_id. If unticked, it will search by username.
|
|
| Create Quick Browse and Quick Add Links… |
Allows quick links to be created
For Insert and Replace if absent of a value the field will be replaced with a null value.. |
No |
Yes
|
N/A | |
STEP 2: SETTING UP DATA IMPORT SCHEDULE
You should now navigate to Settings > System Configuration > Data Import Schedule, to tell the system when the data import should occur.
Click New Record.
Give your Data Import Schedule a title and description so you can easily recognise it.
The Start date should be one day in the future as the data will be imported during an overnight scheduling process.
(You are creating the schedule today, but you will schedule it for tomorrow)
The Frequency should be Once if it's a one-off import.
The Frequency should be recurring if you intend to do continual updates or imports of users
Please Note: If the Import is set to recur, the excel document must be uploaded each time within AWS S3 (Uploaded within Assure/WinSCP).
Notifications: This is for who should be notified about the results of the data import, it will send an email summary of the data-import results to the specified user.
Attach this schedule to the data import map from the above steps by clicking the Add Button in this section.
You will select your previously created Data Import Map within this part of the schedule configuration.
Once you have created your data import map and linked it to the schedule, you will be given a csv filename from Assure. You must change the name of your csv file containing the data that you wish to be imported and rename it to match the filename you were given.
Once you have renamed the csv file to match the name provided by the schedule, navigate to the bottom section "Upload File" and browse to your file for upload.
Save & Close.
You have now created a data import map and schedule and uploaded your csv file to our AWS S3 servers, this information should be uploaded during the overnight process.
If you would like to purchase the Data Import Tool, please contact your Customer Success Manager.
You can find our step-by-step guide on how to import Module data from the Knowledge Base link below:
Data Validation
Note: Fields have been marked where not applicable to AssureGo+ Only users. If values are submitted for them, they will be ignored in Creation and Updating.
Data Values and Validation for Creation (Inserting)
| Caption Name | Validation | Match By Id |
| Username |
Cannot be empty Must be unique for the customer Must have a maximum character count of 35 |
N/A |
| Password |
Can be empty If Password Management is turned on for the customer, the new password must follow the configured rules. User will be prompted to change their password on next login. This is dependent on value selected for import field “User must change password at next login” |
N/A |
| Full Name |
Cannot be empty Must have a maximum character count of 60 |
N/A |
| Linked Person Record |
Can be empty Must be a Person Register reference of ID If populated, on record created it will link the user to the Person Register record. Shared fields (email and name) will be updated in the Person Register record to match the user import. If empty, no link will be created between any records. |
If ticked, requires Person Register record ID. If unticked, it will search Person Register Reference number. |
|
Cannot be empty Must be in an accepted format for an email Must have a maximum character count of 75 |
N/A | |
| Is Current User |
If selected (yes) users will import as current If empty or value of “no” users will be imported as not current |
N/A |
| Send Password Link Email |
If selected (yes) the user will receive a create password email with a link to create their password themselves.
If yes, any value inputted for the “password” or “user must change password at next log in” fields will be ignored. |
N/A |
| Default Unit |
Cannot be empty Must be an organisation for the customer |
This field can only be matched by Id. |
| Is Manager |
If true, the user will be a manager. Not applicable to AssureGo+ Only users Insert and Replace: If empty will replace with a null value |
N/A |
| Manager |
Must be a valid SheUser_Id or the username of an existing user for that customer depending on if Match By Id is selected. User has to be enabled as a Manager. Not applicable to AssureGo+ Only users Insert and Replace: If empty will replace with a null value |
If ticked, requires SheUser_id. If unticked, it will search by username. |
| User must change password at next login |
If selected (yes) users will need to change password at next login If empty or a value of “no” users will not need to change their password at next login If column is not included on csv for import, users must change password at next login by default See “Send Password Link Email” validation |
N/A |
| Masked Parent |
Must be an organisation for the customer. Cannot be the Parent Organisation for the Customer Must be a child of the Default Unit selected for the user. Not applicable to AssureGo+ Only users Insert and Replace: If empty will replace with a null value |
This field can only be matched by Id. |
| User Specific Time zone |
Set this only if the User has a time-zone that is not the same as the default. This will be used to determine the current date for the user. Can be empty/null |
N/A |
| Language |
Can be empty will default to system default language. Set this only if system has the required language available |
N/A |
| Date Format |
Can be empty/null Full display name |
If unticked, requires the full name of the property. |
| Supervisor Privilege |
To find the supervisor privilege groups:, navigate to Settings > Organisational Configuration > Supervisor Privileges Not applicable to AssureGo+ Only users Insert and Replace: If empty will replace with a null value |
It will search by the group name. If there are duplicate names, you can use the ID and tick Match By Id. |
| Role (x) |
Cannot be empty if Role Org Unit (x) is selected and has a value To find the Role name, navigate to Settings > Organisational Configuration > Roles Not applicable to AssureGo+ Only users |
If ticked, you must have the SheRole_Id, If unticked, you must have the correct SheRole name. |
| Role Org Unit (x) |
Cannot be empty if Role (x) is selected and has a value Must be an organisation for the customer Not applicable to AssureGo+ Only users |
This field can only be matched by Id. |
| Include Children for Role (x) |
Must have the Role Org Unit (x) that matches it selected.
If selected (yes) permissions will cascade to child org units.
If empty or value of “no” permissions will not cascade to child org units.
If not “include children for Role (X)” is not included on csv for import, permission will default to “no” for child org units. |
N/A |
| Insights+ Role |
Can be empty or null. Default value is that no SiSense Role is applied. Display name Note SiSense rules require the customer to have Analytics enabled and if a role is selected additional checks will run. Not applicable to AssureGo+ Only users Insert and Replace: If empty will replace with a null value i.e “none” for Insight+ role |
If unticked, requires the full name of the property. |
| Configure Dashboard The Same As |
Must be a valid SheUser_Id or the username of an existing user for that customer depending on if Match By Id is selected. If selected user is a System User then Dashboards cannot be copied and this field will be ignored. Not applicable to AssureGo+ Only users Insert and Replace: If empty will replace with a null value |
If ticked, requires SheUser_id. If unticked, it will search by username. |
| Create Quick Browse and Quick Add Links… |
Will copy the defaults for the customer if true. Not applicable to AssureGo+ Only users |
N/A |
Data Values and Validation for Updating
| Caption Name | Validation | Match By Id |
| Username | Cannot be changed. | N/A |
| Password |
Can be empty. If Password Management is turned on for the customer, the new password must follow the configured rules. User will be prompted to change their password on next login. This is dependent on value selected for import field “User must change password at next login”. |
N/A |
| Full Name |
Can be empty. Must be unique for the customer Must have a maximum character count of 60 |
N/A |
| Linked Person Record |
Can be empty Must be a Person Register reference or ID When the user does not have a linked Person Register record and a Person Register reference or ID is provided, the user will be linked to the Person Register record. Shared fields (email and name) will be updated in the Person Register record to match the user import. When the user has a linked Person Register record and no Person Register reference or ID is provided, the link will be removed between the user and the Person Register record. When the user has a linked Person Register record and a different Person Register reference or ID is provided, the link will be removed from the original Person Register record and created with the new Person Register record. Shared fields (email and name) will be updated in the Person Register record to match the user import. This will only happen when the Person Register record is available to be linked i.e. they are not linked to another user. |
If ticked, requires Person Register record ID. If unticked, it will search Person Register Reference number. |
|
Can be empty. If being updated: Must be in an accepted format for an email Must have a maximum character count of 75 If the user has a SiSense role this will be updated. |
N/A | |
| Is Current User |
If selected (yes) users will import at current
If empty or value of “no” users will be imported as not current |
N/A |
| Send Password Link Email |
If selected (yes) users will receive a create or reset password email with a link to create or reset their password. On import the system will check whether a password has been set by the user/admin to determine which type of email they receive.
If yes, any value inputted for the “password” or “user must change password at next log in” fields will be ignored.
A user must have a valid email address to receive the email. |
N/A |
| Default Unit |
Can be empty. If value exists, must be an organisation for the customer. |
This field can only be matched by Id. |
| Is Manager |
Can be empty If true, the user will be a manager. |
N/A |
| Manager |
Can be empty Must be a valid SheUser_Id or the username of an existing user for that customer depending on if Match By Id is selected. User has to be enabled as a Manager. |
If ticked, requires SheUser_id. If unticked, it will search by username. |
| User must change password at next login |
If selected (yes) users will need to change password at next login If empty or a value of “no” users will not need to change their password at next login If column is not included on csv for import, users must change password at next login by default See “Send Password Link Email” validation |
N/A |
| Masked Parent |
Can be empty Must be an organisation for the customer Cannot be the Parent Organisation for the Customer Must be a child of the Default Unit selected for the user. |
This field can only be matched by Id. |
| User Specific Timezone |
Can be empty Set this only if the User has a timezone that is not the same as the default. This will be used to determine the current date for the user. |
N/A |
| Language |
Can be empty will default to system default language. Set this only if system has the required language available |
N/A |
| Date Format |
Can be empty/null Full display name |
If unticked, requires the full name of the property. |
| Supervisor Privilege |
Can be empty To find the supervisor privilege groups:, navigate to Settings > Organisational Configuration > Supervisor Privileges |
It will search by the group name.
If there are duplicate names, you can use the ID and tick Match By Id. |
| Role (x) |
Can be empty but only if Role Org Unit (x) is not selected and has no value To find the Role name, navigate to Organisational Configuration > Roles |
If ticked, you must have the SheRole_Id, If unticked, you must have the correct SheRole name. |
| Role Org Unit (x) |
Cannot be empty if Role (x) is selected and has a value Must be an organisation for the customer |
This field can only be matched by Id. |
| Include Children for Role (x) |
If selected (yes) permissions will cascade to child org units.
If empty or value of “no” permissions will not cascade to child org units.
If not “include children for Role (X)” is not included on csv for import, permission will default to “no” for child org units. |
|
| Insights+ Role |
Can be empty or null. Default value is that no SiSense Role is applied. Full display name |
If unticked, requires the full name of the property. |
| Configure Dashboard The Same As |
Can be empty. Must be a valid SheUser_Id or the username of an existing user for that customer depending on if Match By Id is selected. If selected user is a System User then Dashboards cannot be copied and this field will be ignored. |
If ticked, requires SheUser_id. If unticked, it will search by username. |
| Create Quick Browse and Quick Add Links… |
Can be empty. Will copy the defaults for the customer if true. |
N/A |
Data Values and Validation for Replacing
| Caption Name | Validation | Match By Id |
| Username | Cannot be changed. | N/A |
| Password |
Can be empty If Password Management is turned on for the customer, the new password must follow the configured rules. |
N/A |
| Full Name |
Must be unique for the customer Must have a maximum character count of 60 |
N/A |
| Linked Person Record |
Can be empty Must be a Person Register reference or ID When the user does not have a linked Person Register record and a Person Register reference or ID is provided, the user will be linked to the Person Register record. Shared fields (email and name) will be updated in the Person Register record to match the user import. When the user has a linked Person Register record and no Person Register reference or ID is provided, the link will be removed between the user and the Person Register record. When the user has a linked Person Register record and a different Person Register reference or ID is provided, the link will be removed from the original Person Register record and created with the new Person Register record. Shared fields (email and name) will be updated in the Person Register record to match the user import. This will only happen when the Person Register record is available to be linked i.e. they are not linked to another user. |
If ticked, requires Person Register record ID. If unticked, it will search Person Register Reference number. |
|
If being replaced: Must be in an accepted format for an email Must have a maximum character count of 75 If the user has a SiSense role this will be updated. |
N/A | |
| Is Current User |
If selected (yes) users will import at current
If empty or value of “no” users will be imported as not current |
N/A |
| Send Password Link Email |
If selected (yes) users will receive a create or reset password email with a link to create or reset their password. On import the system will check whether a password has been set by the user/admin to determine which type of email they receive.
If yes, any value inputted for the “password” or “user must change password at next log in” fields will be ignored.
User must have a valid email address to receive the email. |
N/A |
| Default Unit | If value exists, must be an organisation for the customer. | This field can only be matched by Id. |
| Is Manager |
If empty will replace with a null value If true, the user will be a manager. |
N/A |
| Manager |
If empty will replace with a null value Must be a valid SheUser_Id or the username of an existing user for that customer depending on if Match By Id is selected. User has to be enabled as a Manager. |
If ticked, requires SheUser_id. If unticked, it will search by username. |
| User must change password at next login |
If selected (yes) users will need to change password at next login If empty or a value of “no” users will not need to change their password at next login If column is not included on csv for import, users must change password at next login by default See “Send Password Link Email” validation |
N/A |
| Masked Parent |
If empty will replace with a null value Must be an Organisation for the customer Cannot be the Parent Organisation for the Customer Must be a child of the Default Unit selected for the user. |
This field can only be matched by Id. |
| User Specific Timezone |
Can be empty Set this only if the User has a timezone that is not the same as the default. This will be used to determine the current date for the user. |
N/A |
| Language |
Can be empty will default to system default language Set this only if system has the required language available |
N/A |
| Date Format |
Can be empty/null Full display name |
If unticked, requires the full name of the property. |
| Supervisor Privilege |
If empty will replace with a null value To find the supervisor privilege groups:, navigate to Settings > Organisational Configuration > Supervisor Privileges |
It will search by the group name.
If there are duplicate names, you can use the ID and tick Match By Id. |
| Role (x) |
If empty will replace with a null value To find the Role name, navigate to Organisational Configuration > Roles |
If ticked, you must have the SheRole_Id, If unticked, you must have the correct SheRole name. |
| Role Org Unit (x) |
Cannot be empty if Role (x) is selected and has a value Must be an Organisation for the customer |
This field can only be matched by Id. |
| Include Children for Role (x) |
If selected (yes) permissions will cascade to child org units.
If empty or value of “no” permissions will not casecase to child org units.
If not “include children for Role (X)” is not included on csv for import, permission will default to “no” for child org units. |
N/A |
| Insights+ Role |
If empty will replace with a default value of “none” Default value is that no SiSense Role is applied. Full display name |
If unticked, requires the full name of the property. |
| Configure Dashboard The Same As |
If empty will replace with a null value Must be a valid SheUser_Id or the username of an existing user for that customer depending on if Match By Id is selected. If selected user is a System User then Dashboards cannot be copied and this field will be ignored. |
If ticked, requires SheUser_id. If unticked, it will search by username. |
| Create Quick Browse and Quick Add Links… |
If empty will replace with a null value Will copy the defaults for the customer if true. |
N/A |
Common use cases for using Insert and Replace import type
Default Data Values (Creation)
| Caption Name | Has a default value | Default Value |
| Username | No | |
| Password | No | |
| Full Name | No | |
| Linked Person Record | No | |
| No | ||
| Is Current User? | Yes | Default is false i.e. not current user |
| Send Password Link Email | No | |
| Default Unit |
No
|
|
| Is Manager | Yes | Default value is false – is not a manager. |
| Manager | Yes | Default value is false – has no manager |
| User must change password at next login | Yes | Default is true i.e. user must change password at next login |
| Masked Parent | Yes | Default value is empty – has no masked organisation |
| User Specific Timezone | Yes | System will default to the customer’s time zone. |
| Language |
Can be empty will default to system default language Set this only if system has the required language available |
|
| Date Format | Yes | This will default to empty. |
| Supervisor Privilege | Yes | Default value is empty – has no privileges. |
| Role (x) & Role Org Unit (x) & Include Children for Role (x) | Yes | Default value is empty – has no roles and therefore, no role org unit. Note every role is created with include Children as false. |
| Insights+ Role | Yes | Default value is that no SiSense Role is applied. I.E. SiSenseNone |
| Configure Dashboard The Same As | Yes | Default is empty. I.E. no dashboards configured. |
| Create Quick Browse and Quick Add Links… | Yes | Default is false. I.E. no quick browse and quick add links configured. |
People User Linking
If you are using the People User Linking feature, please see below for some more detailed information on how the User Import can be used to manage the link. For more general information on this feature please see this article.
- Please note that when the feature is disabled in system settings you will not be able to map the linked Person field in the data import map. If on import there is data in the csv for the ‘Linking Person Record’ fields, the data import will update the User but log a warning to advise the integration is disabled. A data import warning means that specific field could not be updated but the rest of the record changes can be made.
- If the feature is enabled and a Person is linked to the User it will update the shared fields to match the User data provided in the import.
- When the feature is enabled in system settings:
- The Person Register record ID or reference must be provided.
- A warning will be logged when:
- There is more than one Person matching the reference
- The Person is not found
- The Person is linked to another User (this works the same as when you link directly via Assure)
- The update will create duplicate Person emails because the email addresses must be unique
- If the data import has a different Person to the one the User is currently linked to, the import will unlink the previous Person and link to the new Person provided in the import. This link will cause the shared fields to be updated to match the users.
- A warning will be logged when:
- There is more than one Person matching the reference
- The Person is not found
- The Person is linked to another User ((this work the same as when you link via Assure)
- The update will create duplicate Person emails because the email addresses must be unique
- A warning will be logged when:
- The import will split the User full name into Person forename and Person surname, this will take the last word in User full name and put this into Person surname. The rest will go in Person first name. This split may not suit some naming conventions so the output should be checked in the Person Register.
- If the User email or Name is updated and the linked Person is the same, the Person link remains and the fields are updated to match.
- A warning will be logged when:
- The update will create duplicate Person emails because the email addresses must be unique
- A warning will be logged when:
- If no Person reference is provided and the field is mapped in the import, the import will unlink the Person.
- If no Person reference is provided and the field is not mapped in the import, the import will not unlink the Person. Any shared fields will be updated as expected.
- A warning will be logged when:
- The update will create duplicate Person emails because the email addresses must be unique
- A warning will be logged when: