Importing staff members or contacts from a list
CaseWare Cloud offers two methods for adding staff or contacts to your organization: importing a list using a .csv file or delimited block of text or adding users individually in Cloud. If your organization has more than 50 employees or contacts, we recommend importing a user list.
Preparing a list for import
Adding users from a list enables you to add a large number of users in a single procedure. The list file or text can add or modify users’ profile and contact information, as well as their group assignment. If an entered group does not exist in Cloud, importing the directory will create it.
You’ll need a list of users in a .csv file or delimited block of plain text.
When using either method, ensure that:
- Each row represents one user, and
- Each column represents a property, such as their name, email, and user group. To include a user in more than one group, place a tilde (~) between each group name.
In this example, an administrator wants to add four staff members to Cloud:
Last Name, First Name, Email Address, Initials, Title, Phone Number, Group
Barnett, Betsy, firstname.lastname@example.org, BB, Senior, 416-555-5117 Ext: 128, G1
Henry, Isabel, email@example.com, IH, Supervisor, 416-555-5117 Ext: 176, G1~G2
Holt, Ben, firstname.lastname@example.org, BH, Senior, 416-555-2115, G2
Nguyen, Nicholas, email@example.com, NN, Junior, 416-555-1956, G2
Importing the list to Cloud
Once the list is prepared, you're ready to import your users to Cloud.
To import a user list:
Ensure that you have the Staff: Admin role or equivalent rights.
From the Cloud menu, select Staff or Contacts.
Select New and, under Import, select Staff or Contacts.
In the first two checkboxes of the Import Staff dialog, choose how the import will handle existing users.
Note: Select the second checkbox only if you are importing a complete staff or contacts list.
Choose whether or not your text or CSV file contains a header row and what type of delimiter is used.
Select Import from CSV and browse to your .csv directory file, or paste your delimited list text into the text box, then select Next.
Map the property that matches each column. If any existing users have the same email address, they will be updated.
Note: If you are importing a list of contacts, leave the email address field empty for any contacts that you do not want to have an account in Cloud.
A confirmation dialog appears showing the number of users successfully added or modified. If you entered any groups, they would be added or modified as well.
After the import
After you import a user list, Cloud will automatically send them an email with a link to their login page. A record of this email can be found in Settings | Email | Email Log.
On the login screen, they will be asked to enter their email address and to enter and confirm a password. Standards for how difficult passwords must be and how often they need to be changed can be set in Settings | Security | Password Settings.