Upload Users

A user is someone who uses the Xorosoft application. Every user has their own credentials, which they use to login. Use the User module to create a new user in the system. However, if you want to add multiple users, you can use the Upload Users module to bulk upload the users.

You can upload the users by following the steps mentioned below:

• Download the latest CSV template from the “Upload Users” module.

• Copy the user’s information into the CSV template.

• Upload the CSV template to Xoro.

Please note: If you are adding a new user to your system, please notify Xorosoft to ensure your subscription is up-to-date.

Downloading the CSV template

• Go to “Upload Users” module using the search menu.

• Click on “Download Template”.

Copying the information into the template

Once you’ve downloaded the template file, you can copy your data using any spreadsheet software. There are columns that you must complete and others that are optional. Mandatory fields are marked with a double asterisk (**) prefix.

Below are some points to be noted when entering the data into the template.

• The file must be a CSV (Comma-separated values) file. The name of your file must end with csv.

• Make sure you don’t change any of the column headings from row 1 in the template – these are needed for the file to import correctly.

• All date fields will accept the MM-DD-YYYY format.

Upload Users File Fields

Field	Data Type	Description
**UserId	Text	This is the username that is used to log in. Usually, it is a combination of the First and Last Name.
**RoleName	Text	Select the role for this User. Once the User is created, they will automatically have access to only the modules their assigned role has access to. Out of the box selectable roles include: Admin Sales Rep Warehouse-OB Warehouse Inbound Accounting Sales Management Reception Inbound Purchase Warehouse Full Note: If this field is blank it will be picked up from the upload default values.
**FirstName	Text	Enter the user's first name.
**LastName	Text	Enter the user's last name.
**EmailAddr	Text	Enter a valid email for the user. Once the user is saved, they will receive an email at this address instructing them to set up their account.
ActiveFlag	Text	Use this column to make the user "Active" or "Inactive". Only an active user can log into the system. Enter "Y" to mark the user active and enable the user to login. Enter "N" to mark the user inactive and prevent user login.
StoreMapping	Text	Enter the store and user map to grant store access to the user. You can give the user access to multiple stores. Separate multiple stores with ‘|’, for instance, “Store1|Store2|Store3”. Users who do not have access to a store will not be able to create any transactions with that store, and those who do will.
DefaultStore	Text	Enter the Default store for a user so that this store is automatically selected when a new module is loaded.
IsSilentUser	Text	Keep this disabled when creating normal users. When creating external Sales Rep enable this and make sure to select Sales Rep as the Role. Silent users cannot login to your Xoro system and also don’t count toward your subscription. They are typically added for reporting purposes. Note: Acceptable values are “Y” or “N”.
**PhoneNumber	Text	Enter the phone number of the user.
ImportError	Text	If there are any errors from an upload, they will be listed in this column.
AdvancedPermissionFlag	Text	Enter "Y" to enable advanced permissions for the user. If you give advance permission to a user, you can restrict or allow the users in the selected permission group to operate the system.
RestrictionTypeName	Text	When advanced permissions are activated, you have the option to select the restriction type for the permission group from the following options: "Restrict These" or "Allow only These".
PermissionGroup	Text	Enter the permission group to allow or restrict for the user.

Uploading the template

Once you have filled the CSV file with your data, you can follow the steps below to upload it into Xoro:

• The Default values for required columns can be configured before the upload.

• If the data in the template is blank or incorrect, then the uploader will fall back and use these specified default values.

• Click Browse to select the saved CSV template file.

• After the file has been selected, click Verify & Upload to start importing.

• While the import is in progress, the summary of the progress will be displayed at the bottom of the screen with the progress bar.

• After the import has been completed, the result will be displayed with the message for success or error (if any).

• Users will only get uploaded into the system if there are no errors in the file. If there are errors in the file, you can download the error file, fix the errors in the Original File, and upload it back into Xoro.

Please note that if you do not have enough users to warrant using a template, you can manually create and edit users using the User module.