This function allows you to import a CSV file.
To import users, first click on the “Administration” button of the sidebar and then select the “Users” tab. Now the “Import Users” button will be available on the toolbar. Click on it and the “Upload User Data” screen will be displayed as shown below.
To avoid mistakes and erroneous data getting into the system it is advisable to download a blank template prior to using the import functionality. The template will be a CSV file pre-populated with the field names already configured in the database.
Click on the button and a windows dialog will pop up asking you to Open or Save the file.
Save your file locally.
Once you have captured the required data in your CSV file go back to the Import Users Screen and select the Company and if applicable, the Department to which you want users to be added.
Browse to the CSV file you have populated and click the “Import” button. The system will now run a check on the validity of the data file. If the file is valid the information panel will display details of the number of users which it has found in the file, but if errors were found a list of these errors will be displayed. Fix any errors and repeat this process before proceeding. If the file is valid, the “Import” button will be enabled - click this button to perform the user data import.
If you want ATMS™ to send the users a “Welcome to ATMS™” email, then select the “Email User” radio button. The “Welcome to ATMS™” email is designed to provide a user with their username, a link to set their password and a link to access the ATMS™ login page.