The following instructions are for importing a standard user to Calpendo where there are no additional customised fields for the user. These instructions are split into two parts: Preparing the CSV and then Uploading the CSV
Preparing the CSV
Attached to this knowledge base article is a sample CSV file which can be used for uploading your user data. It has one example user in it already which I suggest you delete. Do not amend any of the field headings.
| Field Name | Description |
| givenName | User first name |
| familyName | User last name |
| User's email address | |
| userIdentity.loginName | This is the username which the user will use to login to Calpendo |
| userIdentity.loginIdentifier | When using Shibboleth authentication there is an option to allow nick names. These take the place of an alphanumeric unique string which Shibboleth will assign to a user (depending on how your Shibboleth authentication is setup). Even if Shibboleth is not set to use nick names it is good practice to still include a loginIdentifier (nick name) and for many customers this may simply be a repeat of the login name. |
| userIdentity.authenticationMethod.name | If you are only using local authentication (where accounts are created and stored within Calpendo) then your user authentication method would be set to local. However if you have setup an additional authentication method using Shibboleth then the name of that authentication method (eg University of Burrafirth) should be supplied here. |
| roles | Choose which roles to give a user. All admins should receive: admin,user,guest A standard user would simply receive the role: user If you do not want to assign any roles to the user when uploading then enter a 0 into the field |
| status | If you want a user to be able to sign in straight away as well as change their password set the status to be: Password must be reset at next login If you do not want the user to be able to login straight away enter the status as: Requested |
| password | Combined with a status set to require password reset you could supply a generic password which can be sent to users. They would therefore need to reset the password once they login |
Importing the CSV
- Sign into Calpendo as an admin
- Go to the Admin Menu and select Import
- In the Import CSV screen start by selecting Choose file and select the CSV file you have populated with data
- This next step is very important - make sure you do this!
- Click in Biskit Type where it says Exprodo User
- Scroll down to Permission User and expand
- Expand Exprodo User and select the User Biskit which is inside Exprodo User
- Choose whether you wish to Update Existing Data or Insert New Data
- Next select preview
- The CSV importer will assess the file and let you know if there are any issues - if you are unable to attend to an error message take a copy of the error message and send it to support@exprodo.com
- If there are no errors click Import and it will complete the import.
- Go to the User Search menu option in Admin and you will see the new users listed