Import Users - EcoSys - 4.02 - Administration & Configuration - Hexagon PPM

This procedure allows you to import the users from a tab delimited text file or an MS Excel spreadsheet.

1. Navigate to Admin > Core Admin > Users and Security > Maintain Users.

2. Click the Import tab.

3. Navigate to Sheet > Import.

4. Click Choose File to select the required file.

5. Select the required Format as per the selected file. The available values are listed below:

   • Excel

   • Tab-delimited

6. From Import Rule for Incoming Records, select the Create New / Update Existing option.

   This option makes sure if the Internal ID of the new user details records matches the internal ID of the records found in EcoSys, then values of the existing records get updated.

7. Select the Preview data before saving check box to validate the data before importing.

8. Click OK to import the file.

   Verify the data on the screen. If there are any missing or blank fields, click REFRESH to discard the data, make the necessary changes to the import file, and repeat the above procedure to import the file again.

9. Click SAVE.

   You can customize the view of the Import panel from the view settings.