User CSV files

Understand the correct structure for a CSV file that contains user data.

Table 1. Basic structure for a CSV file to import users
Attribute 1 Attribute 2 Attribute 3 Attribute 4

SRM_SaaS_ES

MXPERUSERInterface

MXPERUSER-Interface

Use Add by default. Change is also supported.

EN

User attribute 1

User attribute 2

User attribute 3

User attribute 4...

Data for user attribute 1

Data for user attribute 2

Data for user attribute 3

Data for user attribute 4...

Note: Hyphens are used in the table text to enable text wrapping. Do not type the hyphens in your data.
A CSV file for user data might look like the following example:
SRM_SaaS_ES,MXPERUSERInterface,Add,EN
LOGINID,PERSONID,USERID,FIRSTNAME,LASTNAME,PASSWORDINPUT,PASSWORDCHECK,PRIMARYEMAIL
ssmithl01,ssmithl01,ssmithl01,SUSAN,SMITH,ssmithpwd,ssmithpwd,ssmith@example.com

Required attributes

Table 2. User attributes that are required for the CSV file
Item Description

LOGINID

Name that the user uses to log in to the product. The login user name can be the same as or different from the user ID. This value is required.

PASSWORDCHECK

Enter the password again. The product compares this entry with the Password field to ensure accuracy. This value is required.

PASSWORDINPUT

Non-persistent field for storing a password that is typed in before it is encrypted and stored in the database. This value is required.

PERSONID

Identifier of the person's record. This value must be unique. This value is required.

PRIMARYEMAIL

The main e-mail address used to contact this person. This value is required.

USERID

Identifies the user. The name or value must be unique for all User records. A user must be associated with a person record in the People application. This value is required.

Optional attributes

Table 3. User attributes that you can optionally use in the CSV file
Item Description

ACCEPTINGWFMAIL

 System-managed flag indicating whether a user is currently accepting emailed workflow assignments

ADDRESSLINE1

The address of this person.

ADDRESSLINE2

Additional line for address information.

ADDRESSLINE3

Additional line for address information.

BILLTOADDRESS

The billing address of this person. This will be used as the default billing address for purchase transactions entered by this person.

BIRTHDATE

The date of this person's birth.

CALTYPE

 Calendar Type 

CITY

The city where this person resides.

COUNTRY

The country where this person resides.

COUNTY

 The county where this person resides. Leave this field blank.

DATABASEUSERID

 User name for connecting to the database outside of the Tivoli® Process Automation Engine applications (if any) 

DEFSITE

When a user inserts a record, the product enters this site in the Site field unless the Site field is determined by some other relationship.

DEFSTOREROOM

When a user enters a material reservation, the product enters this site as the storeroom unless the storeroom is determined by some other relationship. If you specify a default storeroom, you must also enter a site.

DELEGATE

Identifies the delegate for workflow assignments for this person. If there is a value in this field and if the workflow assignment is received between the Delegate To and Delegate From date, Workflow sends the assignment to the delegate.

DELEGATEFROMDATE

The first date from which this person's delegate is responsible for workflow assignments.

DELEGATETODATE

The last date until which this person's delegate is responsible for workflow assignments. This value must be either equal to, or greater than, the DELEGATEFROMDATE value.

DEPARTMENT

The department this person belongs to.

DISPLAYNAME

A nickname or familiar name that this person can be identified by.

DROPPOINT

The drop point for making deliveries.

EMAILPSWD

Indicates whether a new or changed password should be emailed to the user

EMPLOYEETYPE

The type of employee this person is, such as full-time or part-time.

EXTERNALREFID

External Ref ID 

FAILEDLOGINS

 Number of consecutive failed login attempts

FIRSTNAME

The first name of the person whose record this is.

FORCEEXPIRATION

Indicates whether to force user to change password at the next login. 

HIREDATE

The date that this person started working for the company. 

IM_ID

Instant messaging ID 

INACTIVESITES

Identifies whether this user can use inactive sites in product applications

JOBCODE

The job code of this person.

LANGUAGE

This person's language preference for using this product.

LASTEVALDATE

The date of this person's most recent evaluation.

LASTNAME

The last name of the person whose record this is.

LOCALE

The date format and the currency format used in the region where this person resides.

LOCATION

The place where this person is located.

LOCATIONORG

 Organization of the location.

LOCATIONSITE

The site where this person is located.

LOCTOSERVREQ

Indicates if service requests reported by this person will default to the location associated with the person's record.

MAXPERUSER_STATUS

The current status of the person.

MEMO

Enter, as needed, additional information about the user.

NEXTEVALDATE

The date of this person's next evaluation.

OWNERGROUP

Default group for a person who belongs to multiple groups. 

OWNERSYSID

Owner system ID. 

PCARDEXPDATE

The expiration date of the company credit card.

PCARDNUM

Identifies the number of this person's company credit card.

PCARDTYPE

The type of credit card used.

PCARDVERIFICATION

The three- or four-digit code at the end of the credit card number. You can find this verification code on the back or front of the card.

POSTALCODE

The zip or postal code of this person.

PRIMARYPHONE

The main phone number used to contact this person.

PRIMARYSMS

The primary SMS address of this person.

PWEXPIRATION

Password expiration date if you specify a password duration using the Security Controls action. Leave this value blank.

PWHINTANSWER

The correct answer to the password hint question.

PWHINTQUESTION

Question a user or administrator chooses to have asked to verify user identity. An administrator defines password hint questions by adding values to the domain in the Domains application.

QUERYWITHSITE

Specifies which records the user sees.

REGIONDISTRICT

Region or district.

SCREENREADER

Indicates whether this user utilizes a screen reader, a device often used by the visually impaired.

SEARCHLANGUAGE

This person's language preference for using the product search.

SENDERSYSID

Column used by ERP-Integration (APIs). 

SHIPTOADDRESS

The shipping address of the person. This will be the default shipping address used for purchase transactions entered by this person.

SOURCESYSID

Source system ID. 

STATEPROVINCE

The state or province where this person resides. Can be the two-character abbreviation or full spelling.

STATUS

Indicates whether a user's status is active or inactive. If inactive, a user cannot log in to the product.

STATUSDATE

The date of the last status change. 

STOREROOMSITE

When a user enters a material reservation, the product enters this site as the storeroom site unless the site is determined by some other relationship.

SUPERVISOR

The name of this person's supervisor.

SYSUSER

Specifies whether the user ID can be deleted. Specify 1 or 0. If 1, the user ID is a system account and cannot be deleted. If 0, the user ID is not a system account and can be deleted. The product has several system users when it is installed, but you can add others. The product requires system users for functions such as chron tasks and self registration.

TERMINATIONDATE

The date when this person stopped being employed by the company.

TIMEZONE

The time zone of this person's location.

TITLE

The job title of this person.

TRANSEMAILELECTION

Defines when this person will receive transaction e-mail. To receive transaction e-mail notifications, both the requisitioner and the purchasing agent must have a Labor record. Purchasing agents who did not have a labor record in the past will now need one.

TYPE

The system contains users type 1 - 10. In the USERTYPE domain, the descriptions should be updated to reflect the types of users in the license. The appropriate type should be associated with each user ID to ensure license compliance.

VIP

Indicates if this person is a Very Important Person.

WFMAILELECTION

Defines when this person will receive e-mailed workflow assignments.

WOPRIORITY

The default priority a work order receives when reported by this person.