CA AuthMinder Administration Guide › Managing Organizations › Uploading Users and User Accounts in Bulk

Uploading Users and User Accounts in Bulk

AuthMinder now allows you to upload users and user accounts in bulk through the Administration Console. You need a comma-separated value (CSV) input file to upload information for multiple users and user accounts.

Uploading Users in Bulk

The first line in the CSV input file to upload users must be as follows:

#UserID,fName,lName,status,EmailAddr,telephoneNumber,INFOLIST,mName#

Caution: The preceding first (template) line is always required. If you do not specify this line, then the bulk user upload operation will fail.

Note the following when you create the CSV input file to upload users:

• The CSV file should have one header starting and ending with # and all the other field names should be provided between these # symbols.
• Only the UserID entry is mandatory. The other entries are optional. If a particular user already exists, then their record gets updated. If a user does not exist, a new user is created.
• You can provide up to five email addresses and five telephone numbers. In this case, specify the header, as follows:

  #UserID,fName,lName,status,EmailAddr,EMAIL.2,EMAIL.3,EMAIL.4,EMAIL.5,telephoneNumber,PHONE.2,PHONE.3,PHONE.4,PHONE.5,INFOLIST,mName#
  

The entries in the file are described in the following table:

A sample file, for example, can contain:

#UserID,fName,lName,status,EmailAddr,telephoneNumber,PHONE.2,INFOLIST#
mparker,martin,parker,ACTIVE,mparker@ca.com,12345,9999,age=29;favsport=cricket
jhume,john,hume,ACTIVE,jhume@ca.com,3939292,203939393,age=32;favbook=fiction
fantony,francis,antony,ACTIVE,fantony@ca.com,130203,29888,age=25;favfood=pizza

Uploading User Accounts in Bulk

The first line in the CSV input file to upload user accounts must be as follows:

#UserID,accountType,accountID,status,accountIDAttribute1,accountIDAttribute2,accountIDAttribute3,customAttr1,customAttr2,customAttr3,customAttr4,customAttr5,customAttr6,customAttr7,customAttr8,customAttr9,customAttr10#

Important! The preceding first (template) line is always required. If you do not specify this line, then the bulk user account upload operation fails.

Note the following when you create the csv input file to upload user accounts:

• Only the UserID, accountType, and accountID entries are mandatory. The other entries are optional.
• You must have created the user in the system.
• You must have created the account type and assigned it to the organization.
• You must have created custom attributes for the account type. This is optional and needs to be done only if you want to add custom attributes to the account type for a particular user.
• You can provide up to three account ID attributes for an account type.
• You can provide up to 10 custom attributes for an account type.

The entries in the file are described in the following table:

A sample file, for example, can contain:

#UserID,accountType,accountID,status,accountIDAttribute1,accountIDAttribute2,accountIDAttribute3,customAttr1,customAttr2#
prush,ONLINE_BANKING,OB_ID1,10,login,password,image,chicago,music
jhume,SAVINGS,SA_ID1,10,interest,deposit,check,florida,soccer

To create multiple users and user accounts in the AuthMinder database:

1. Ensure that you are logged in with the required permissions and scope to update the organization.
2. Activate the Organizations tab.
3. Under the Manage Organizations section, click the Search Organization link to display the Search Organization page.
4. Enter the complete or partial information of the organization you want to search for and click Search.

   A list of organizations matching the search criteria appears.

5. Select the organization to which you want to upload users and user accounts in bulk.
6. Under the Basic Organization Information section, click the Bulk Upload link to display the Bulk Data Upload page.
7. In the Bulk Upload section:
   1. Select Upload User Accounts or Upload Users from the Bulk Upload Operation drop-down list.
   2. Click Browse to navigate to the required csv file containing the user account or user entries.
   3. Provide a Description for the operation.
8. Click Upload to upload user accounts or users in bulk.

   After the operation completes, you will see a Request ID in the message.

   Important! Note down the Request ID. You use it to view the status of the bulk data upload operation. Typically, bulk upload operations are not triggered immediately and may take up to 10 minutes to start. The RequestID for each operation is displayed as a link. You can click the link to view the status result page.