Importing Users From an Excel or CSV File

If your list of users is stored in an Excel spreadsheet or CSV file, you can import these users into the VMP Administrator.

1. Select Users & Groups > Users.
   .
2. Click Synchronization in the Users view.
   
3. If you have previously imported one or more sources into the VMP Server, the Reconfigure/Synchronize only window appears. Select Yes, reconfigure settings and click Next.
4. In the User Synchronization dialog, click Add primary source with users (under Sources).
   
5. Select Generic Excel or CSV from the Source type dropdown list. This selection auto-populates the Title field. You can accept the default title or customize the title.
6. If your file is an Excel file, edit the connection parameters listed below.
   

   Table 1. Generic Excel connection parameters

   Parameter	Description
   File path	Click in this field to browse for the file, or type the path in the box.
   Login	If required, enter a login and a password to access the Excel file.
   Password
   Confirm Password	If a login and password are required to access the file, enter the password a second time to confirm the credentials.
   Worksheet	If the spreadsheet includes more than one worksheet, enter the name of the worksheet to import as source data.
   Document contains columns title	Select Yes if the spreadsheet uses title columns to define the data. Select No if the spreadsheet does not include title columns.
   Header row number	Enter the header row number.
   Content row number	Enter the content row number.

7. If your file is a CSV file, edit the connection parameters listed below.

   Table 2. CSV connection parameters

   Parameter	Description
   File path	Click in this field to browse for the file, or type the path in the box. Note: If your file resides on a remote network, automatic synchronization will not work unless the Vocera Data Exchange service is modified to use the local administrator account instead of the VMP local system account.
   Login	If required, enter a login and a password to access the CSV file.
   Password
   Confirm Password	If a login and password are required to access the file, enter the password a second time to confirm the credentials.
   Encoding	Select the text encoding option appropriate for the imported data. In most cases, the default option of Automatic is appropriate.
   Delimiter	Use the dropdown list to choose a comma or semicolon as the string separator.
   Document contains columns title	Select Yes if the spreadsheet uses title columns to define the data. Select No if the spreadsheet does not include title columns.

8. Optionally specify the import source options described in Specifying Source Importing Options.
9. Click OK to close the dialog.
10. Follow the steps in Synchronizing Users and Contacts to synchronize the Excel or CSV file users and contacts with the VMP Server.