Steps to import CSV

Click on 'Download Template File' to download the template file from the 'Import Users' page.

Enter all valid data in the template file as mentioned in the below table.
Upload the filled template file in the 'Input Records File' field, select 'Import Type' as 'Create' or 'Update'.
Click on the 'Validate and Import' button.
Refer to 'Import status' to check the status of the import job.

Sample CSV

Column	Datatype	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations

Column	Datatype	Mandatory? (Create)	Mandatory? (Update)	Description	Permissible Values	Validations
Identifier	Number	No	Yes	System auto-generated unique number for every user.		Mandatory while updating user details like Email/Login name.
Last Name	String	Yes	No
First Name	String	Yes	No
Domain Name		Yes	No	LDAP or Identity provider.	"openspecimen" - if using inbuilt LDAP	Default value: 'openspecimen'
Login Name	String	Yes	No			It should be unique within the chosen domain.
Email Address	String	Yes	Yes			It should be unique within the system.
Institute	String	Yes	No
Primary Site	String	No	No	This field is only for information and is not used for privileges checking.
Type	String	No	No	Type of the user. The user can be a super admin, institute admin, or Regular.	SUPER INSTITUTE CONTACT REGULAR / NONE	The value CONTACT has been added since v6.1 to designate users who are contacts who will not be using the OpenSpecimen app. Admins can assign different roles to the users with the 'REGULAR' type. If you leave this column blank, it will create a regular user.
Activity Status (v7.0)	String	No	No	Activity status for the user.	Active Disabled	Use 'Disabled' to delete the users.
Address	String	No	No
Phone Number	String	No	No
Disable Email Notifications	String	No	No	A disabled individual email notification.	Yes No