Importing User Records

Use the Import view to import lists of user records into Infor CRM. You may only import records from a comma-separated-values (CSV) list. Valid file types include Microsoft Excel, Microsoft Outlook export files, .txt files, and other database file types, but files must be saved as a CSV file.

The system administrator and users with the appropriate role can access these features.

To import users

1. Review the file you want to import and verify that it contains all of the data you want to import into Infor CRM.

   The import file must contain a user name for each record and the field containing that information must be mapped in order for user records to be imported. See step 8 for more information about mapping fields.

2. Open the Users List view.
3. From the Task Pane, under Common Tasks, select Import.
4. Click Select File, browse to the list you want to import, and then click Open.
   The Add Attachment(s) for dialog box opens.
   
5. Click Next.

6. On the Define Delimiter view, read the text at the top of the page, follow any recommendations, and review the records preview.

   • If the preview looks correct, then click Next to continue the import.
   • If necessary, change the options until the records preview looks correct.
     1. If you need to change the delimiter, select one of the following options:
        • Tab
        • Semicolon
        • Comma
        • Space
        • Other
     2. If you selected Other, you must specify the delimiter used to separate fields in the list. Type the delimiter character in the Other box.
     3. From the Text Qualifier list, click the drop-down arrow and select a qualifier from the list.
        A text qualifier identifies text that should be imported exactly as it appears.
     4. If the list contains field names, select the First Row Contains Field Names check box to display the field names in the Preview area.
        If there are extended characters in the imported file that do not correctly display in the Preview area, you must resave the import file and explicitly define the encoding type as UTF-8, Unicode, or ANSI. After you resave the file, click the Back button to return to the Select a File step and reselect the updated file before continuing the import.
     5. Click Next
7. Review or edit the import options.
   1. If available, define the matching criteria to be used for identifying duplicate records in Infor CRM.
      The options available depend on the type of record being imported.
      • Click the drop-down arrow and select from the list for each available match criteria.
        

      It is important to select match criteria that is most likely to be unique to a record. For example, an Email address is more likely to be unique to a record than Last Name, since many people may share a common last name.

   2. Set ad hoc group options.

      • To add the imported records to a new group, select Create a new ad hoc group. Note the name of the group to be created.
      • To add the imported records to an existing group, select Add to existing ad hoc group, and then select a group from the list.

   3. Click Next.
8. The import will automatically map as many fields as possible. If necessary, use the Map Fields view to map any remaining fields.

   At a minimum the Infor CRM User Name field must be mapped in order for the import to complete successfully. If the import file does not contain this information, cancel the import, add a User Name column and data for each record, save the file and start the import again.

   1. Click View Unmapped Fields to see only the fields that are not mapped.
      • For each field listed in the Import Field column, click the drop-down arrow in the Infor CRM Field column and select the Infor CRM field that you want to map to the import field.
        As fields are mapped, they will be removed from the View Unmapped Fields list and the count will decrease.
   2. (Optional) Click View Mapped Fields to see only fields that are mapped.
   3. (Optional) Click View All Fields to review all of the fields in the import file and review the mappings to Infor CRM fields.
9. Click Next.
10. In the Import Detail Preview, review your import settings.
    

    Click the Back button to return to previous steps and make any changes.

11. If you want to save your import settings as a template to be used for future imports, do one of the following:
    • If you want to update an existing import template, click the Import Template drop-down arrow, select the template you want to update, and then click Update Current Template.
      The existing template will be saved with any import setting changes.
    • If you want to create a new import template, click Save As Import Template, in the Description box, type a brief description of the import template, and then click Save.
      The new import template description is added to the Import Template list on the Import Leads dialog box.
12. Click Import Now.

    Users are imported as concurrent users without any assigned roles or security and their login is not enabled. Before an imported user can begin to work in Infor CRM, you must first complete the user set up process.

13. Do any of the following:
    • Use the Common Task Update to set the following options for one or more users:
      • Enabled - select Yes to enable selected users to sign in to Infor CRM or No to prevent them from signing in.
      • Is Manager - select Yes to designate users as managers or No if users are not managers.
      • Type - use the drop-down list to select the user type for the selected users.
    • Copy a user's profile or template and apply it to multiple users
    • Add imported users to a team
    • Add imported users to a role

Next Steps

Resolve records that were not imported

Check for duplicate records

Process duplicate records