Creating the customer upload file

The CSV file must have these characteristics:
  • There must be one row for each user
  • Each row must use this format:

    [User Email],[User First Name],[User Middle Name],[User Last Name],[Locale],[Customer],[Role]

    Locale is expressed as the two-letter ISO language code, followed by a hyphen, followed by the two-letter ISO country code. If you specify a locale that is not available in your instance of Rhythm Portal, the default locale that is defined for the instance is used.

  • To assign more than one role to a user, enclose the list of roles in double quotation marks and separate the roles with commas.

    For example, john.doe@xyz.com,John,A,Doe,EN-US,Acme,"Advanced User, User"

You can use Microsoft Excel to create the CSV file.

  1. In a Microsoft Excel spreadsheet, create one row per user. Do not include a header row. This table shows the information to include in each column:
    Column Data
    A User email
    B User first name
    C User middle name
    D User last name
    E Locale
    F Customer
    G Role. If you specify more than one role, separate the roles with a comma. When you save the file, Microsoft Excel inserts the quotation marks.
  2. Select File > Save As.
  3. Specify a name for the file. In the format list, select CSV (Comma delimited).
  4. Click Save.
  5. Open the file with a plain text editor, such as Notepad. Ensure that commas are used to separate each piece of data. If you specified multiple roles for a user, ensure that the roles are enclosed in quotation marks.