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adminhelp:usersadministration:userimport [2018/05/17 05:56]
atadic
adminhelp:usersadministration:userimport [2018/11/05 03:36] (current)
mnikolic
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 ===== Importing Users from a Sample Template ===== ===== Importing Users from a Sample Template =====
-Importing users from a sample template enables you to export a predefined template, fill it out with user details and re-import it into CPQ. This type of user import is recommended when you only want to import new users without altering the existing ones.+Importing users from a sample template enables you to export a predefined template, fill it out with user details and re-import it into SAP CPQ. This type of user import is recommended when you only want to import new users without altering the existing ones.
   * Click **Sample Template** to download the predefined template.   * Click **Sample Template** to download the predefined template.
   * Open the Excel file on your computer.   * Open the Excel file on your computer.
   * Fill out the columns in the **Users** sheet and save the file. \\ For more information on how to fill out the template, please refer to the Template Guidelines section. \\ **Note**: File name can only contain letters, digits, dashes, underscores and one dot.   * Fill out the columns in the **Users** sheet and save the file. \\ For more information on how to fill out the template, please refer to the Template Guidelines section. \\ **Note**: File name can only contain letters, digits, dashes, underscores and one dot.
   * Click **Choose File** to find and select the previously saved template.   * Click **Choose File** to find and select the previously saved template.
-  * Click **Import**. \\ A new page displays, informing you that the file is successfully processed. To proceed with the import, you need to choose one of the three import options: \\ - **Import Without Preview**: your file will be uploaded and no feedback will be provided by CPQ about invalid records. Only valid records are processed. \\ - **Import With Preview**: both valid and invalid records are processed. Moreover, messages in the Status column are highlighted in red for invalid records so that you can modify your file accordingly and import it again. If, however, you decide to disregard status messages and not modify the file, you can proceed with the import by clicking Save. By doing so, valid records will be imported, whereas invalid records will be ignored. \\ - **Import With Preview of Invalid Records Only**: only invalid records are processed, and status messages inform you of the reasons why each of the records is invalid. +  * Click **Import**. \\ A new page displays, informing you that the file is successfully processed. To proceed with the import, you need to choose one of the three import options: \\ - **Import Without Preview**: your file will be uploaded and no feedback will be provided by SAP CPQ about invalid records. Only valid records are processed. \\ - **Import With Preview**: both valid and invalid records are processed. Moreover, messages in the Status column are highlighted in red for invalid records so that you can modify your file accordingly and import it again. If, however, you decide to disregard status messages and not modify the file, you can proceed with the import by clicking Save. By doing so, valid records will be imported, whereas invalid records will be ignored. \\ - **Import With Preview of Invalid Records Only**: only invalid records are processed, and status messages inform you of the reasons why each of the records is invalid. 
   * The imported users can be found in **Setup** > **Users** > **Users**.   * The imported users can be found in **Setup** > **Users** > **Users**.
  
 ==== Template Guidelines ==== ==== Template Guidelines ====
 The sample template for user import contains the following three sheets: The sample template for user import contains the following three sheets:
-  * **Users** - the import sheet with columns that match fields in CPQ.+  * **Users** - the import sheet with columns that match fields in SAP CPQ.
   * **IMPORTANT INFO** - restrictions and requirements for each field.   * **IMPORTANT INFO** - restrictions and requirements for each field.
   * **Timezones** - timezone IDs and descriptions.   * **Timezones** - timezone IDs and descriptions.
-The **Users** sheet contains information related to users that are to be imported. Each user is placed in a separate row. The system uses IDs to match the records in the template to existing users in CPQ. When importing new users, you should not populate the **System ID** column. Additionally, when updating the existing users, you should not change the system ID in the exported file. If you delete or modify the system ID of an existing user during the editing process, the user may be duplicated in CPQ. +The **Users** sheet contains information related to users that are to be imported. Each user is placed in a separate row. The system uses IDs to match the records in the template to existing users in SAP CPQ. When importing new users, you should not populate the **System ID** column. Additionally, when updating the existing users, you should not change the system ID in the exported file. If you delete or modify the system ID of an existing user during the editing process, the user may be duplicated in SAP CPQ. 
 The following columns must be populated for every user: The following columns must be populated for every user:
   * **Index**   * **Index**
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 ===== Exporting and Updating Existing Users ===== ===== Exporting and Updating Existing Users =====
-To import users, you can also create a template by exporting all existing users from CPQ. Once users are exported, you can update their data and re-import the updated template into CPQ. Only modified users will be updated. Users that are not modified in the template will not be affected upon import. +To import users, you can also create a template by exporting all existing users from SAP CPQ. Once users are exported, you can update their data and re-import the updated template into SAP CPQ. Only modified users will be updated. Users that are not modified in the template will not be affected upon import. 
   * Click **Create Template by Exporting Users**. \\ The **Exported Users** file becomes available.    * Click **Create Template by Exporting Users**. \\ The **Exported Users** file becomes available. 
   * Click the **Exported Users** file to download it.     * Click the **Exported Users** file to download it.  
-  * Open the Excel template on your computer. \\ The template contains all user fields that are available in CPQ. If you defined user custom fields, they will also be exported. Please note that passwords are not exported from CPQ.  +  * Open the Excel template on your computer. \\ The template contains all user fields that are available in SAP CPQ. If you defined user custom fields, they will also be exported. Please note that passwords are not exported from SAP CPQ.  
-  * Update user data, but do not change user IDs, as doing so may cause duplications in CPQ.+  * Update user data, but do not change user IDs, as doing so may cause duplications in SAP CPQ.
   * Save the template.   * Save the template.
   * Click **Choose File** to find and select the previously saved template.   * Click **Choose File** to find and select the previously saved template.
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   * yyyy mm dd    * yyyy mm dd
  
-Date separators in CPQ are as follows:+Date separators in SAP CPQ are as follows:
   * - (dash)   * - (dash)
   * / (slash)   * / (slash)
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