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Instead of adding users manually

Next Step

Adding a Network

Instead of adding partners manually, one at a time, an admin user can now add many users partners in bulk through bulk importImport Partner feature. To do this, a user needs to use a CSV (comma separated values) file that contains the users' data. This feature will not work if you have multi-mode authentication enabled. The user must follow given conventions to upload the .csv file and add them effectively in Adeptia Connect. 

The CSV file must have a following components as shown in the table below:

First NameLast NameUser IdEmail IdRole NamePasswordPartner's Name*JohnDoejohn_1john.doe@abc.comIT UserJ@hn1234AdeptiaJaneRoejane1jan.roe@abc.comBusiness UserJ@ne1234AdeptiaJeanSoejean_1jean.soe@abc.comSys AdminJ@an1234AdeptiaJamesPauljames1james.paul@abc.comView Only UserJ@mes1234Adeptia

Following are the allowed usage guidelines for the user list as shown above

First NameAllowed texts: Alphabet and AlphanumericLast NameAllowed texts: Alphabet and AlphanumericUser IdAlphanumeric, Underscore are allowed and must use only lowercase, e.g. jane1.Role NameMention the user type, e.g. IT User, Business User, and Sys Admin. Note that while uploading bulk users for Partners, you can not add system admin (Sys Admin) user type.PasswordPassword length should be a minimum of 8 characters with the combination of one uppercase, one lowercase, one numeric, and one symbol (e.g.:J@hn1234)Partner Name*Only names of existing partners can be inserted in csv file.* Partner Name will be applicable only while adding partner users. 

Assigning Custom Role to a user

You can assign multiple custom roles, standard roles, or combination of both to a user. However, you can assign multiple roles only when GAC is enabled.

For example, if for assigning multiple role to a user, you would write "IT User, ABC" in the Role Name column of the CSV file. Multiple roles should be separated by a comma and in double quotes. The user who is assigned with multiple roles will see all roles in the drop down list while logging in for the first time. There, the user will have to choose one of the assigned roles. 

Steps to add bulk users:

  • Click Account > Users. 
    • On the Users screen, click Import Users.
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    Browse for the csv file and click Import.
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  • After you have clicked Import, system will start adding the users from the uploaded file. 
    • Processing notification shows that the users are being added. You can notice the increased count in the Users section on the left side of the screen. Click refresh to see the users being added.
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    Added users will be automatically in Active status and listed on the Invite Users screen. The added users through bulk upload do not receive any email notification or invitation. 

    partners' data.

    You can add multiple partners in one go using a CSV file. You can download the sample CSV file by following the link on the Import Partners window. 

    To go to the Import Partners window, click Partners > Partners > Import Partner and follow the link "Click here to download sample file...". Once you download the file, you can update the values for the columns therein based on your requirements. 

    The fields' value details (in the CSV file) as shown in the example below is only for one partner. Similarly, you can add multiple partners in the CSV file.

    Sl no.Fields in CSV filePossible valueComment
    1Partner NamePartner1Name of the partner user.

    Values allowed: Alphabet and Alphanumeric.
    2NetworksVendors,CustomersName of the network. You can add multiple networks separated by a comma, for example, "N1,N2,N3".
    3Email(Optional)partner1@abc.comEnter the email id of the partner user. This is an optional field.
    4Self Managed?yes/true or no/falseIf you say yes/true, you need to set the values for the fields from Sl no. 5 through 10.

    If you say no/false, a normal partner will be added.

    5First NameJohnFirst name of the partner user.
    6Last NameDoeLast name of the partner user.
    7User Idjohn_11User Id of the partner user.
    8Email Idjohn.doe1@abc.comEnter the email id of the partner user.
    9Role NamePartner IT UserEnter the role name of the partner user.
    10PasswordJ@hn1234Enter the password of the partner user.
    11Is EDI Partner?yes/true or no/false

    If you want to send or receive EDI data from/to the Partner, you need to set the value as Yes to configure EDI settings and parameters for the Partner.

    If you say yes/true, you need to set the values for the fields from Sl no. 12 through 20.

    If you say no/false, a non-EDI partner will be added.

    12EDI Partner Emailpartner1@abc.com

    Enter the Partner email.

    13Partner IDpartner101Enter the Partner ID.

    The ID must be unique and it can be alphanumeric with minimum one character and maximum 15 characters. Only space and underscore are allowed.
    14Host IDhost101Enter the Host ID.

    The ID must be unique and it can be alphanumeric with minimum one character and maximum 15 characters. Only space and underscore are allowed.
    15Inbound Interchange Control No0Enter the last used Interchange control number. It cannot be more than 9 digits.
    16Inbound Group Control No0Enter the last used Group control number. It cannot be more than 9 digits.
    17Inbound Transaction Control No0Enter the last used Transaction control number. It cannot be more than 9 digits.
    18Outbound Interchange Control No0Enter the last used Interchange control number. It cannot be more than 9 digits.
    19Outbound Group Control No0Enter the last used Group control number. It cannot be more than 9 digits.
    20Outbound Transaction Control No0Enter the last used Transaction control number. It cannot be more than 9 digits.

    Uploading CSV file to add partners in bulk

    Follow the steps below to upload the CSV file:

    1. Click Partners > Partners > Import Partner.
    2. In the Import Partners window, click Browse and navigate to the CSV file's location. 
    3. Select the CSV file and click Open.
    4. Click Import. 

    To check the status, click Refresh Image Added.

    In case of any error while processing the request, it notifies you of the error details through Error Info window.

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