Importing Users

Modified on Fri, 20 Mar at 9:47 AM

WorkGuru supports the bulk creation of users via a csv import template. The import template can be uploaded from the Import Hub (Administration -> Imports)

Or from the Users dashboard (Administration -> Settings -> Users)

WorkGuru User import field definitions:

IMPORTANT: The user import relies on unique email addresses for each user. This is used to match existing users when using the import as a tool to update user details along with other mappings around the system. For this reason, every user in your WorkGuru account requires a unique email address.

Note: Newly imported users are assigned the 'User' role name by default.

Name	First Name	Required
Surname	Surname	Required
UserName	A designated username	Required
EmailAddress	Unique email address for the user -> We match off this value and it must be unique (Not shared)	Required
IsActive	TRUE/FALSE - The users active status, only active users can log in	Required
BillingRate	Rate the user is charged out at, must be a number only
HourlyRate	Hourly pay. Must be a number only	Required
PhoneNumber	User contact number
EmailConfirm	TRUE/FALSE If true a confirmation email will be sent to NEW users. FALSE by default
PayrollId	Users payroll Id
Warehouse	Default warehouse for the user. Set to nothing by default
POApprovalLimit	The maximum value of purchase orders a user can approve. Leave empty for any amount
Capacity	The users available hours per week
WidgetColour	An optional widget colour for the user, black by default. Use Hex values I.e. Black = #000000