Import users
The Import Users screen allows you to create multiple users at once and edit existing users using a CSV file.
Rights required : 
Create users in platform administration
New in v7.8: Screen Redesign
- The CSV template is now the same for Project monitor Strat monitor. You only need to learn one format if you use both products.
- Import performance has been improved, allowing you to import your user batches more quickly.
- The password prompt during account creation is removed: users set their password the first time they log in.
1. Download the template
- Do not change the column names in the template. The headers contain a technical identifier in square brackets (example:
Login*_[1135343]). Project monitor uses this identifier Project monitor link each column to the correct attribute. If you remove or modify it, the import will fail. - The order of the columns must be strictly followed.
- The file must be in the following format CSV, separator semicolon (
;), encoding UTF-8.
Before importing, download the CSV template to ensure you have the correct file structure.
- Click on
Administration > Data administration > Imports>
Users. - Click on Download model
- Open the file in your spreadsheet program or a text editor.
The template file is downloaded to your computer in CSV format.
Template Contents
The template contains 13 columns. The columns marked with an asterisk (*) are required, the others are optional.
Column | Description | Mandatory |
Login | User's unique login ID. | ✅ Yes |
First name | User's first name. | ✅ Yes |
Name | Username. | ✅ Yes |
Description | User-provided description. | ❌ No |
Function | Job title or position title. | ❌ No |
Mail | The user's email address. Used for notifications and to send the initial access link. | ✅ Yes |
Company | structure link Engineering Company. | ❌ No |
Standard telephone | Main phone number. | ❌ No |
Office phone | Office phone number. | ❌ No |
Cell phone | Cell phone number. | ❌ No |
Opening Date | The date on or after which the user can log in. Must be in the DD/MM/YYYY format. | ❌ No |
Closing date | The date after which the user can no longer log in. Must be in the DD/MM/YYYY format. | ❌ No |
managed resource | managed resource login for the managed resource , if applicable. Please fill in TRUE or TRUE To enable resource creation; leave blank otherwise. | ❌ No |
2. Import the template
Once the file is complete, import it to create the users.
- Click on Administration > Data administration >
Imports>Users. - Click in the drop-off area or drag and drop your file
.csv. - Click on Import.
The selected file is displayed in the box.
The import is starting. Once it is complete, a message will appear.
For each valid line, a user is created on the platform.
You can find him in the list of users (Administration > User settings > User management > 
Users).
Importing the same file twice no longer deletes users as of version 7.8.
