Import Users
This document provides the steps to import users in bulk into Naviga. It also provides the template fields and all available values to be used in the template.
Navigate to System Settings -> Setup -> Import Users
Download the template and fill in the excel sheet as described in the template section below. Note that User Import will import all names in the spreadsheet import template. Once the license count has been reached any additional names will be imported as Inactive.
Save the template to your desktop. Then click the “Browse” and select the template to upload. Click Test Import and the system provides you a list of errors in the import file.
Click the x Remove to remove the template. Then fix the errors in the template and re-save it to your desktop. Then repeat the browse and test import until you get a successful message.
Click Import File.
The system provides you with a success message. You can then lookup the users in the menu Security -> User Security.
Use the values and descriptions below to enter the correct values in your template. You can enter multiple lines to import multiple users. There’s no limit on the number of users you can import in one file.
User Name
MTM21
Free entry alphanumeric of username. It cannot already exist in the system and cannot have spaces.
Mandatory
First Name
Mary
Free entry of the user’s first name.
Mandatory
Last Name
Moore
Free entry of the user’s last name.
Mandatory
Security Group
ROOT
The security group’s ID as it is in Naviga system under the menu Setup -> Admin -> Group Security.
Mandatory
Administrator
Y
Y or N where Y is yes for the user to be an administrator and N for not administrator
Optional
License Type
T
T: Time entry APOST: AP Invoice Approval. APAY: AP Invoice Payment Approval. Leave blank: For full license. These are the values in the System Settings User Administration menu for each user.
Optional
Main Menu
This is the menu which this user will see either the CRM Main Menu or the Default Main Menu when logging into the system. Leave blank for the Default AD menu. CRM: Enter CRM if you’d like to have the CRM main menu view.
Optional
Time Zone
CST
EST, CST, etc., according to the user’s time zone. This value must match the time zones IDs in the system under the menu Setup -> Address Setup in the System Settings module.
Optional on import BUT once the user is setup in the system, this field must be set to allow user to utilize all functionality throughout the AD, CRM and Accounting modules.
Home Country
US
The home country of the user. This must match the country ID in the system. While this is optional, this is recommended to be filled in so that user’s reports and other functions can work accurately. This is under the menu Setup -> Address Setup in the System Settings module.
Optional
Access to Orders Sales Rep Groups
SH
This is the Group ID where the sales reps belong as in the AD menu Setup -> Sales rep Setup.
Optional
Rep Type
M
M for Sales Manager or S for Sales rep; as in the AD menu Setup -> Sales rep Setup.
Optional
Default State/Region ID
MN
This is the Region on Default State as identified in the system. This according to the System Settings module under the menu Setup -> Address Setup.
Optional
Default Opportunity Type
AD
AD for Advertising and EX for Exhibition. BW for Book, and SUB for Subscription.
Optional
Allow Advertising Sales
Y
Y for yes to allow advertising sales or N for No.
Optional
Allow Exhibition Sales
Y
Y for yes to allow exhibition sales or N for No.
Optional
Campaign Delivery
Y
Y for Yes and N for No to display campaign delivery.
Optional
Production Controller
Y
Y for Yes, this user is a production controller. N for No user isn’t a production controller.
Optional
Default Home Page
A
This is the value which determines the default home page of this user. A is for the AD Home Page P is for Production Home Page
Optional
A/R User Type
CC
This value determines the type of AR user this user is. A/R Default User: Leave blank Credit Controller: CC Credit Manager: CM
Optional
Default Pub Group
NAVIGA
This should match the default product group ID for this user. If you do not want a default product group, leave it blank
Optional
Line Entry Preference
Q
Use Q for Quick Line Entry, Use F for Full line Entry and leave blank if the user should be prompted to choose desired method
Optional
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