Filling out the template

Filling out the Template

To upload data into the system, you need to complete the Excel template for user import according to the specified requirements. The structure of the template is fixed: column names, data formats, and field mandatory status cannot be changed.

Each row in the template corresponds to a single user account.

General Rules for Filling

The template must be filled strictly according to the example downloaded from the application. Changing column names, their order, or cell formats is not allowed. All required fields must be completed; otherwise, the file will not pass validation.

When filling out the template, note that some fields may be left empty. If a field is not required and left blank, the system will process it correctly according to the import logic (for example, it will not change the password of an existing user).

The fields Email, EmployeeID, and IntegrationID must contain unique values.

Template Columns Description

Column	Description	Format and Constraints
UserID	Existing user ID. If filled, import updates this user by ID.	Maximum 128 characters
Email	User’s email. Used to identify the account in the system.	Maximum 320 characters; required field
UserFirstName	User’s first name. Can be left blank.	Maximum 60 characters
UserLastName	User’s last name. Can be left blank.	Maximum 60 characters
EmployeeID	Employee number. Can be left blank.	Maximum 128 characters; must be unique. If the number already exists, a new number will not be assigned.
IntegrationID	User integration identifier (e.g., JiraID, AsanaID, etc.).	Maximum 64 characters; must be unique. If the identifier already exists, a new one will not be assigned.
DateFrom	Start date of the account. The user cannot log in before this date.	YYYY-MM-DD (e.g., 2027-07-24)
DateTo	End date of the account. The user cannot log in after this date.	YYYY-MM-DD (e.g., 2027-10-24)

Before uploading, the file undergoes automatic validation. If required fields are missing or incorrectly filled, the import will not be completed. Values that do not meet the requirements will result in an import error.

Additional resources:

Users