{"id":17823,"date":"2016-08-02T06:47:32","date_gmt":"2016-08-02T06:47:32","guid":{"rendered":"http:\/\/apidocs.kore.com\/?post_type=docs&#038;p=4426"},"modified":"2022-10-05T15:23:53","modified_gmt":"2022-10-05T14:23:53","slug":"importing-users-and-user-data","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v10-1\/docs\/bots\/bot-admin\/enrollment\/importing-users-and-user-data\/","title":{"rendered":"Importing Users and User Data"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p>If you need to invite multiple Kore.ai users and you have information about users in addition to the email address, such as the <strong>First Name<\/strong>, <strong>Last Name<\/strong>, <strong>Department<\/strong>, <strong>Phone<\/strong>, and\u00a0<strong>Job Title<\/strong>, you can use the <strong>Import<\/strong> page to add new users and update existing users based on a list that contains additional user information. The following illustration is an example of the <strong>Import<\/strong> page in the <strong>Enrollment<\/strong> module.<\/p>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/BAC_invite_import.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-22074\" src=\"\/wp-content\/uploads\/sites\/35\/BAC_invite_import.png\" alt=\"\" width=\"662\" height=\"372\" srcset=\"https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094253\/BAC_invite_import.png 1366w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094253\/BAC_invite_import-300x169.png 300w, https:\/\/kore-wordpress.s3.us-east-2.amazonaws.com\/developer.kore.ai\/v10-1\/wp-content\/uploads\/sites\/35\/20221201094253\/BAC_invite_import-1024x576.png 1024w\" sizes=\"auto, (max-width: 662px) 100vw, 662px\" \/><\/a><\/p>\n<p>The import file can be a basic text file and saved as a <span class=\"wysiwyg-color-blue\" style=\"color: #0000ff\">.txt<\/span> or <span class=\"filename_Kore.ai wysiwyg-color-blue\" style=\"color: #0000ff\">.csv<\/span> file format. After you create an import file, you can upload the file to add or update the Kore.ai users in your account.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"File_Requirements\">File Requirements<\/span><\/h3>\n<p>When you create an import file, you must adhere to the following guidelines:<\/p>\n<ul>\n<li value=\"1\">The first row identifies the name of the field under which the data is stored within Kore.ai, kind of header row.<\/li>\n<li value=\"2\">The following Kore.ai account fields are required:\n<ul>\n<li class=\"bold_Kore.ai\" value=\"1\"><strong>Email ID<\/strong> &#8211; mandatory<\/li>\n<li class=\"bold_Kore.ai\" value=\"2\"><strong>First Name\u00a0<\/strong>&#8211; mandatory<\/li>\n<li class=\"bold_Kore.ai\" value=\"3\"><strong>Last Name<\/strong> &#8211; mandatory<\/li>\n<li value=\"3\"><strong>Alternate ID<\/strong>, <strong>Work Phone<\/strong>, <strong>Title<\/strong>, <strong>Department<\/strong> &#8211; optional<\/li>\n<li value=\"4\"><strong>User Status<\/strong> &#8211; &#8211; mandatory &#8211; One of\n<ul>\n<li class=\"bold_Kore.ai\" value=\"1\"><strong>New<\/strong><\/li>\n<li class=\"bold_Kore.ai\" value=\"2\"><strong>Update<\/strong><\/li>\n<li class=\"bold_Kore.ai\" value=\"3\"><strong>Delete<\/strong><\/li>\n<li class=\"bold_Kore.ai\" value=\"4\"><strong>Activate<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n<li value=\"3\">Create one row for each Kore.ai user<\/li>\n<li value=\"4\">Valid field delimiters are comma, pipe, semicolon, and tab<\/li>\n<\/ul>\n<p>When using an import file, the following validation\u00a0rules are applied:<\/p>\n<ul>\n<li>Entries with invalid email formats are ignored.<\/li>\n<li>Each successful import of an email address generates an invitation email to become a Kore.ai user.<\/li>\n<li>Existing users in your Kore.ai account are not sent invitation emails.<\/li>\n<li>Imported users with status set to <strong>Activate\u00a0<\/strong>are sent a notification that the Kore.ai account\u00a0is activated.<\/li>\n<\/ul>\n<p class=\"Example_Kore.ai\"><span class=\"wysiwyg-color-black\"><strong>Sample File<\/strong><\/span><\/p>\n<p>For a <span class=\"filename_Kore.ai wysiwyg-color-blue\" style=\"color: #0000ff\">.txt<\/span> file:<\/p>\n<pre class=\"toolbar:1 lang:default decode:true\">Email ID, First Name, Last Name, Alternate ID, Work Phone, Title, Department, User Status\r\nKore.aiUser1@kore.com,User1FirstName,User1LastName,,800-555-1212,President,Executive,New\r\nKore.aiUser2@kore.com,User2FirstName,User2LastName,,800-555-5555,VicePresident,Executive,New\r\nKore.aiUser3@kore.com,User3FirstName,User1LastName,,,,,New<\/pre>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"create\"><span class=\"ez-toc-section\" id=\"Create_and_Upload_an_Import_File\">Create and Upload an Import File<\/span><\/h3>\n<p>You can create a file to invite users in your organization to become Kore.ai users that you can manage as a Bots Admin. This topic describes how to create a file that contains the email addresses and user information, such as first and last name, phone number, department, and so forth, for the users that you want to invite to become Kore.ai users in your account. If you only have email address information for your users, you should create and <a href=\"\/docs\/bots\/bot-admin\/enrollment\/enrolling-many-users\/\">import a bulk invite file<\/a> instead. <strong>To create an import file<\/strong><\/p>\n<ol>\n<li value=\"1\">In a text editor or spreadsheet, enter the field IDs on the first line, and then enter a complete email address and data on each following line or in a comma-separated list as shown in the following example:<\/li>\n<\/ol>\n<p class=\"wysiwyg-indent5\"><strong><span class=\"wysiwyg-color-blue\">For a <span style=\"color: #0000ff\">.txt<\/span> file:<\/span><\/strong><\/p>\n<pre class=\"toolbar:1 lang:default decode:true\" style=\"padding-left: 30px\">Email ID, First Name, Last Name, Alternate ID, Work Phone, Title, Department, User Status\r\nKore.aiUser1@kore.com,User1FirstName,User1LastName,User1AlternateID,800-555-1212,President,Executive,New\r\nKore.aiUser2@kore.com,User2FirstName,User2LastName,User2AlternateID,800-555-5555,VicePresident,Executive,New\r\nKore.aiUser3@kore.com,User3FirstName,User1LastName,,,,New<\/pre>\n<ol>\n<li value=\"2\">Save the import file as a <span class=\"wysiwyg-color-blue\" style=\"color: #0000ff\">.txt<\/span> or <span class=\"wysiwyg-color-blue\" style=\"color: #0000ff\">.csv<\/span> file, for example, <span class=\"wysiwyg-color-blue\" style=\"color: #0000ff\">Kore.aiImport.txt<\/span> or <span class=\"wysiwyg-color-blue\" style=\"color: #0000ff\">Kore.aiImport.csv<\/span>. After you create an import file, you can upload the file to invite your account users.<\/li>\n<\/ol>\n<p>After you have created an import file, you need to upload the import file. This topic describes how you can upload your import file of users of your account. <strong>To upload a user import file<\/strong><\/p>\n<ol>\n<li>In the <strong>Enrollment<\/strong>\u00a0<strong>&gt;<\/strong>\u00a0<strong>Import<\/strong> page, click <strong>Choose File<\/strong>.<\/li>\n<li>Navigate to your import file, and then click <strong>Open<\/strong>. The filename is displayed to the right of the <strong>Choose File\u00a0<\/strong>button.<\/li>\n<li>Click <strong>Import File<\/strong>. The status of the import is described immediately following the <strong>Import File<\/strong> button.<\/li>\n<li>You can click the <span style=\"color: #0000ff\"><em>File Based Bulk User Import History<\/em><\/span> link to review an import status from a prior import\n<p>.<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/UserEnrollmentImportUsersWithData.png\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-6503 alignnone\" src=\"\/wp-content\/uploads\/sites\/35\/UserEnrollmentImportUsersWithData.png\" alt=\"UserEnrollmentImportUsersWithData\" width=\"665\" height=\"280\" \/><\/a><\/p>\n<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"view\"><span class=\"ez-toc-section\" id=\"View_Results\">View Results<\/span><\/h3>\n<p>You can review the import operation results on a per-user basis if needed. This topic describes how to view the results of the current import report. <strong>To view the results of the current user import<\/strong><\/p>\n<ol>\n<li value=\"1\">On the <strong>Enrollment<\/strong>\u00a0<strong>&gt;\u00a0Import<\/strong> page, click the\u00a0<span style=\"color: #0000ff\">here<\/span>\u00a0link, as shown below.<br \/><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/import-history.png\" rel=\"attachment wp-att-15314\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-15314 alignnone\" src=\"\/wp-content\/uploads\/sites\/35\/import-history.png\" alt=\"\" width=\"622\" height=\"243\" \/><\/a>\n<\/li>\n<li value=\"2\">The <strong>Report On File Import<\/strong> dialog opens.\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/report-on-file-import.png\" rel=\"attachment wp-att-15315\"><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-15315 alignnone\" src=\"\/wp-content\/uploads\/sites\/35\/report-on-file-import.png\" alt=\"\" width=\"614\" height=\"204\" \/><\/a><\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3 id=\"view-hist\"><span class=\"ez-toc-section\" id=\"View_History\">View History<\/span><\/h3>\n<p>After you create and import a list of users in your account, you may want to review the results of the import. This topic describes how to view the historical list of file-based user imports. <strong>To view historical import reports<\/strong><\/p>\n<ol>\n<li value=\"1\">In the <strong>Enrollment<\/strong> module, on the <strong>Import<\/strong> page, click <span style=\"color: #0000ff\"><em>File Based Bulk User Import History<\/em><\/span> as shown in the following illustration.\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/UserEnrollmentImportUsersWithDataHistory.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7862 size-full\" src=\"\/wp-content\/uploads\/sites\/35\/UserEnrollmentImportUsersWithDataHistory.png\" alt=\"userenrollmentimportuserswithdatahistory\" width=\"620\" height=\"348\" \/><\/a><\/p>\n<\/li>\n<li value=\"2\">In the <strong>File Based Import History<\/strong> dialog, to view the results of an import, in the <strong>Report\u00a0<\/strong>column for the import that you want to view, click <span style=\"color: #0000ff\">Results<\/span><span class=\"wysiwyg-color-black\">.<\/span>\u00a0<span class=\"wysiwyg-color-black\">The individual user results for the import are displayed in the the <strong>File Based Import Results<\/strong> dialog as shown in the following illustration.<\/span>\n<p><a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/35\/UserEnrollmentImportUsersWithDataHistoryResult.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-7863 size-full\" src=\"\/wp-content\/uploads\/sites\/35\/UserEnrollmentImportUsersWithDataHistoryResult.png\" alt=\"userenrollmentimportuserswithdatahistoryresult\" width=\"669\" height=\"366\" \/><\/a><\/p>\n<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"If you need to invite multiple Kore.ai users and you have information about users in addition to the email address, such as the First Name, Last Name, Department, Phone, and\u00a0Job Title, you can use the Import page to add new users and update existing users based on a list that contains additional user information. The...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[30],"tags":[],"class_list":["post-17823","post","type-post","status-publish","format-standard","hentry","category-enrollment"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17823","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/comments?post=17823"}],"version-history":[{"count":9,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17823\/revisions"}],"predecessor-version":[{"id":48266,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/posts\/17823\/revisions\/48266"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/media?parent=17823"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/categories?post=17823"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v10-1\/wp-json\/wp\/v2\/tags?post=17823"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}