Bulk Import: Users

Avatar
Paul Schneider
Follow

Format Information for Bulk Import

Before you can upload a spreadsheet of your users to Prism, it must be formatted based on the guidelines below. You'll also need to download the User Bulk Import Template CSV file available via the modal when selecting Users.

Acceptable formats include CSV and XLS.

 

Guidelines for Bulk Import

Field Name

 

Explanation

 

What’s Allowed

 

Example

 

First Name (Required)

The first name of the user.

50 character limit.

Elaine

Last Name (Required)

The last name of the user.

50 character limit.

Benes

Properties (Required)

  • List of all available, existing properties a user can belong to.

  • Multiple properties can be set per user.

  • Property names must match exactly how they appear.

  • Multiple properties can be grouped inside ““ and each separated by a comma.

 
1 1 Post Office Sq
 
1 2 3 "1 Post Office Sq, 75 State St, Prudential Building"

Email (Required)

The email address of the user.

  • Email addresses must be unique.

  • Must be formatted correctly.

elaine.benes@somewhere.com

Phone

The primary phone number of the user.

  • Only accepts a single phone number.

  • International numbers are accepted.

  • No separators should be used.

  • 6171234567

  • +12223334444

Title

Title of the user within their property/organization

N/A

Copy Writer

Job Function (Required)

Job function of the user within the property/organization

 

  • Property Manager

  • Chief Engineer

  • Engineer

  • Tenant Coordinator

  • Community Manager

  • Asset Manager

  • Office Manager

  • Employee

  • Executive

  • IT Manager

  • Manager

Property Manager

Company Name

The company name that the user belongs to.

You must match to an existing company in Prism.

Company name must match exactly how it appears.

Pendant Publishing

External Key

This field can be set with an ID of your choosing. Use it in subsequent imports to update existing records.

If the Key is empty then a new record will be created.

100 character limit, no spaces.

123456abcd

 

Known Issues or Limitations

 

Issue or Limitation

 

Comment

 

Do not save your spreadsheet as a CSV file if it contains lots of UTF-8 characters, such as the accented é in resumé. (Other examples of these "extended" characters include ñ, ü, superscripts, fractions, and currency symbols other than the U.S. dollar, such as the euro symbol €.) Instead, save your file as an XLS.

N/A

External Key is currently required. Will be made optional.

N/A

Powered by Zendesk