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Import Observer Users via CSV

This CSV file can be used as a template for importing Observer users: Template CSV File

Important Note: After downloading this template as a CSV file, please add the import mode (“safe”, “enforced” or “add-only”) at the begining of the file (first line). The import options are:

  • safe - Insert new users and merge data for existing users
    -i.e. if the user has tag_1 and uploaded version has tag_2 then result will be tag_1, tag_2.
  • enforced - Insert new users and override data for existing users
    -i.e. if the user has tag_1 and uploaded version has tag_2 then result will be tag2.
  • add-only - Only insert new users and do not update existing users.
    -i.e. if the user has tag_1 and uploaded version has tag_2 then result will be tag1.

Data Fields

  • While preparing your CSV file, make sure you have the same column names with the table below. Column names should not be changed except for the customized columns (tag#, field#, value_#).
  • Using a spreadsheet software, like Microsoft Excel, you can download your files in CSV format easily.
  • In the table below, you can see which fields are required or have a mandatory format. Even if you want to leave a field value empty, please make sure you do not delete the column for that user.
Data Field
Required
Comments
Format (Mandatory)

username

Yes

Username should be in email format.

full_name

Yes

email_address_1

Yes

You can add up to 2 e-mail addresses for a user (at least one is required).

email_address_2

phone_1

You can add up to 2 phone numbers for a user. These fields will be used for voice notifications.

“country calling code-phone number” (e.g. 1-5554446666)

phone_2

“country calling code-phone number” (e.g. 90-5554446666)

sms_1

You can add up to 2 SMS numbers for a user. These fields will be used for SMS notifications.

“country calling code-phone number” (e.g. 1-5554446666)

sms_2

“country calling code-phone number” (e.g. 90-5554446666)

timezone

Supported Timezone IDs can be found by clicking on the link.

skype_username

locale

Supported Locale IDs can be found by clicking on the link.

address_line

city

state_province

postal_code

country

tag_#

You can add any number of tags.

Tags should be given under seperate field titles such as “tag_1”, “tag_2” etc.

field_#

Custom fields are for the additional information.
 Enter the name of the field in “field#” and the the related value for the field in “value#”.
 You can add any number of field#/value# pairs, as needed. A custom field can have multiple values related to it. In this case values should be named as “value_1.1”, “value_1.2” etc. where “1” is the id of the related custom field.

field_1,field_2,field_3

value_#

Custom fields are for the additional information.
 Enter the name of the field in “field#” and the the related value for the field in “value#”.
 You can add any number of field#/value# pairs, as needed. A custom field can have multiple values related to it. In this case values should be named as “value_1.1”, “value_1.2” etc. where “1” is the id of the related custom field.

value_1, value_2, value_3.1, value_3.2

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Import Observer Users via CSV