Importing and Exporting Accounts and Account Assignments

The most efficient way to add a list of Accounts is to create an Excel CSV (UTF-16LE), Comma Delimited, or Tab Delimited list in Excel or a text editor and then import the list into the WebAdmin. You can import and export Accounts and Account Group membership.

Exporting Accounts

You can export from the Accounts > List tab to create a proper example. Modify this list and then import.

1.    Go to Accounts > List tab and click the Export button.

2.    In the ‘Export Accounts’ window, edit the default file name and select an Excel CSV (UTF-16LE), Comma Delimited, or Tab Delimited format.

3.    Click the Export button.

4.    The Export file is added to your download directory.

Importing Accounts

Once a file is exported, you can use it as a template to add Accounts to an Account import file with each field comprising one column. Once your list is ready, it can be imported.

1.    Go to Accounts > List tab and click the Import button.

2.    The Import window displays.

3.    Select whether list file is Excel CSV (UTF-16LE), Comma Delimited or a Tab Delimited.

4.    If you have a previous list that you want to delete, select the Delete all existing data checkbox. To keep the existing list, clear the checkbox.

5.    Click ‘Choose File’ and find and select the file, and then click Open. The file you are importing will show in the ‘File’ box.

6.    Select the Verbose Output checkbox to show a line for each failed entry with the entry itself and the error description. Without this option the import procedure shows only summary e.g. ‘5 of 10 entries were added’.

7.    Click Import.

8.    An Import Accounts page displays, showing the header row, if applicable, and first few rows of the file being imported.

9.    In most cases, you can accept the defaults. If you think editing is required. Click the down arrow by each field in the Database Field column and select the appropriate label for the field.

10. You can also modify these options.

11. Click the Import button.

12. Review the resulting message to see if the import is successful. If there was an error, the message describes the nature of the error. There may be restrictions on password length which might cause an error.

If some of the entries were not imported, you may want to try the import again but with Verbose Output enabled. This option makes the import procedure show a line for each failed entry with the entry itself and the error description.

13. Click the Continue button to review your imported List.

14. You can edit or delete items.

Import Account Group Assignments

Once a file is exported, you can use it as a template to add Accounts to an Account import file with each field comprising one column. Once your list is ready, it can be imported.

1.    Go to Accounts > Manage Groups tab.

2.    Click the Import button.

3.    The Import window displays.

4.    Select whether list file is Excel CSV (UTF-16LE), Comma Delimited or a Tab Delimited.

5.    Click ‘Choose File’ and find and select the file, and then click Open. The file you are importing will show in the ‘File’ box.

6.    If you have a previous list that you want to delete, select the Delete all existing data checkbox. To keep the existing list, clear the checkbox.

7.    Select the Verbose Output checkbox to show a line for each failed entry with the entry itself and the error description. Without this option the import procedure shows only summary e.g. ‘5 of 10 entries were added’.

8.    Click Import.

9.    An Import Account Group Assignment page displays, showing the header row, if applicable, and first few rows of the file being imported.

10. In most cases, you can accept the defaults. If you think editing is required. Click the down arrow by each field in the Database Field column and select the appropriate label for the field.

11. You can also modify these options.

12. Click the Import button.

13. Review the resulting message to see if the import is successful. If there was an error, the message describes the nature of the error. There may be restrictions on password length which might cause an error.

If some of the entries were not imported, you may want to try the import again but with Verbose Output enabled. This option makes the import procedure show a line for each failed entry with the entry itself and the error description.

14. Click the Continue button to review your imported Account Group Assignments List.

15. You can edit or delete items.

Export Group Assignment

1.    Go to Accounts > Manage Groups tab.

2.    Click the Export button.

3.    Modify the fields in the 'Export Account Group Assignment' window.

4. Click the Export button.