The article below pertains to Procure to Pay (P2P) for the following applications and/or module(s):
AP Automation
Procurement
The user import feature is only intended for external users, not for local users. The application owner has to inform these new users. When this new user logs in for the first time, his or her data is supplemented with the information from the external directory (Okta, AD, Azure AD).
Multiple external users can be added simultaneously by means of an import. To do this, an Excel file can be created that contains the following columns. Whereby the following columns are mandatory to fill in: username, first_name, last_name and locale.
|
Column name |
Function |
Optional/ mandatory |
|---|---|---|
| username | Email address of the user. | Mandatory to fill in |
| first_name | First name of the user. | Mandatory to fill in |
| last_name | Last name of the user. | Mandatory to fill in |
| department | The department the user works for. | Optional to fill in |
| phone_number | The phone number of the user. | Optional to fill in |
| locale | The language in which the user wants to work with the application. The options are en_US, en_GB and nl_NL. | Mandatory to fill in |
| erp_id | The number by which the user is known in the ERP system. | Optional to fill in |
Example Excel:
Note: Use the column titles username, first_name, last_name, department, phone_number, locale, erp_id in the Excel-file (these are case sensitive).
This file can be selected and loaded by clicking on the 
icon. Non-existing users will then be created with the default permissions.
If an email address already exists, this user will not be created, a message appears in the results screen.