Import Users from CSV/FTPS
The Users import from CSV/FTPS allows user data to be imported automatically to Quant from a FTPS server. This import can be used to create new users in Quant or to update user data (e.g. user name, e-mail, phone, assigned stores, etc.).
1. Preparing the file for import
First of all the Excel file with user data has to be created. The file must contain a unique user name. Then you add information about the users you want to send (e-mail, name, surname, assigned stores, user role, etc.) to the other columns. Each row represents one user and each column represents one property. Once the file is ready, you need to export it and save it as a CSV file.
More information can be found in the manual Data Preparation for Import to Quant.
2. Uploading a file to FTPS server
Upload the file you want to import into the appropriate folder, e.g. users on FTPS.
3. Automatic Task Settings
In the Automatic tasks section, create a new Import Users from CSV.
Before launching the import, you must edit the following attributes in the Settings tab:
- Check the Enabled attribute to enable the task.
- Fill the File Extensions.
- Set the CSV File Format correctly to match your imported file, especially the character set and delimiters.
- In the CSV User Attribute Mapping line, assign the appropriate attribute from Quant to all columns you want to import.
Fill in the Address (Primary Server) line with "ftp.extech.eu", your Username (Primary Server) and Password (Primary Server) for the FTPS server.
Fill in the Server Path (Primary Server) line with the name of the folder where you have the imported file stored on your FTP.
Automatic Task Settings
Attributes
Below is a list of other attributes that you can set as part of an automated task:
Attribute | Description | Type |
Enabled | Specifies whether the automated task is active and data can be sent through it. | yes/no |
Title | Custom name of the automated task. | text |
Description | Custom description of the automatic task function. | formatted text |
Frequency | Specifies when to import files from FTPS. | time |
Notes | Notes. | long text |
Emails for Notifications | One or more email addresses to which emails with error conditions will be sent. | list of strings |
File Extension | Write all possible extensions that the imported file can contain. | formatted text |
Filename Pattern | Based on the specified expression, the files to be imported are filtered from all files in the destination directory. If there is only one file in the specified destination directory, it is not necessary to fill in the file name format. | text |
Extract Zips | Check if you have uploaded a zipped file. | yes/no |
Warn if No Files for Import Since | If no data has been imported since the specified date, you will receive a notification. | date selection |
Empty Value Strings | Enter here the values from the imported file to be ignored, or treated as empty strings. | formatted text |
Column Separator | Select which column separator is used in your CSV file. | selection |
Escaping | Check if you use escaping in the file. | yes/no |
Escape Character | Select the escaping character you are using. | formatted text |
Ignore Escape Character | Check if the escaping character is to be ignored. | yes/no |
CSV User Attribute Mapping | Assign the appropriate Quant attribute to all columns you want to import. | formatted text |
Character set | Select the character set of your CSV file. | selection |
Header Line Count | Write the number of the lines with header. | number |
Decimal Point | Select the sign for the decimal point used in your CSV file. | selection |
String Value for TRUE | Write what value in the file represents "TRUE" e.g. 1. | text |
Measure Unit | Measure unit such as cm, mm etc. | selection |
List Item Separator | Select the list item separator which is used in your CSV file. | selection |
Date Format | Date entry format, eg 31.12.19. | selection |
Primary Server Host | By default "ftp.extech.eu", unless you use your own server. | text |
Primary Server Port | Standard 21. | text |
Primary Server Username | Your username in FTPS server. | text |
Primary Server Password | Your password in FTPS server. | text |
Primary Server FTP Client Type | Choose the FTP client type. | selection |
Primary Server Implicit SSL | Select if you want to use default SSL. If you do not check the box, explicit SSL for FTPS will be used. | yes/no |
Primary Server Plane FTP | Select if you want to use an unsecured FTP protocol. | yes/no |
Primary Server Keep Source Files Untouched | Select if you want the file to remain on FTPS after import. | yes/no |
Primary Server Path | Write the name of the folder in which the users file is located. For example users. | text |
User Role | If all users of one user role are in the file, you can select the role here, e.g. store manager. Set this property before Mapping CSV user attributes - Quant will make the mappable properties available accordingly. | selection |
If all users in the file have the same user role, just select that user role in the User Role row in the settings. If each user has a different user role, you must add a column with that role to the file and then map it in the CSV User Attribute Mapping settings.
4. Launching the Automatic Task
Once you have set all the necessary attributes, you can import users immediately via the Launch button or you can wait until the users are imported automatically based on the set Frequency. If the automatic task is complete, a message will appear in the upper right corner indicating the successful import. In the Users section you can check if the users have been correctly imported.
If the import has not succeeded, in the Execution Log you will find more details about why did the import fail.
5. Execution Log
In the Execution Log tab, you can view a summary of each execution of an automatic task, including statistics, errors, and warnings.
If you select a specific line of the log, you can view its detail via the Show Items button.