Importing Users into Pure Access Cloud (non-Engage tenant)

Before continuing, please note that the formatting of the template file, including proper capitalization, is very important.

Any incorrect or extraneous information may have unintended results and/or cause the import to fail. If you have any questions or would like your import to be tested, feel free to contact the help desk for assistance.

Note: Modifying and/or removing any of the column headers from the template will cause the import to fail.

*Note that row 1 (containing the column headers) must remain as is for the import to be successful. Pure Access is looking for specific data so these fields must remain exactly as they are found in the template.

1. From the Users page, hover over the quick dial then select Import Users and click “DOWNLOAD USER IMPORT TEMPLATE”.
   • Open the template CSV file and input the user(s) information. The only required fields for importing someone (without a credential) are LastName and FirstName.
     
   • In a tenant that is not linked with Engage, the BadgeId column should contain either the hot-stamped number printed on the user’s badge, a keypad code, or a mobile/bluetooth Device ID number.
     • Note: In order to import multiple credentials for the same person, the user must be added to more than one row of the CSV (one row for each credential being added).
   • CredentialType will need to be either a “1” (if the credential is a badge), “2” (if it’s a keypad), or “3” (for mobile/bluetooth credentials).
2. To add users to user groups, populate the UserGroups column using the following formatting and notes:
   1. Ensure that the user group(s) already exist in Pure Access. The user import does not create new groups.
   2. Ensure that the capitalization and punctuation of the group(s) are identical.
   3. To add someone to multiple groups, you will need to separate the names of the groups with a semi-colon (;) without spaces in-between.
      1. For example, to add someone to the All Users and Managers groups, the cell would contain: All Users;Managers
3. If areas are not being used in this tenant, the AreaName cell should be left empty.
4. If areas are being used in this tenant, please review the following formatting and notes:
   1. Ensure that the area(s) already exist in Pure Access. The user import does not create new areas. If an AreaName cell is populated with an area that does not exist in Pure Access, the import will fail.
   2. Populate the AreaName column.
   3. Ensure that the capitalization and punctuation match the area(s) in Pure Access identically. To confirm exact spelling, please refer to the “Areas” tab on the Settings page.
5. The columns titled CountLimitFlag, RemainingUses, and ExpirationDate are optional, but please note that these column headers must remain in the CSV for the import to function.
   • If you do not wish to include a credential expiration date or usage limit, skip ahead to step 5.
   1. If you wish to set an ExpirationDate on one or more credentials, you can do so using the date format: yyyyMMdd
      • Example: April 1st, 2022 would be 20220401
   2. If you wish to set a usage limit on a credential:
      1. CountLimitFlag must contain a lowercase “t” (for “true”).
      2. RemainingUses will be the number of times the credential can be presented before it is deactivated.
6. Before finalizing the import CSV, please note that tenants linked with Engage require additional information for credential formats that are not proprietary to Isonas. Details can be found on the next page.
7. If it had been closed, once again select the Import Users button from the Users page.
   
8. Drag the .csv file into the upload area then click
   
   1. If any errors are found, a table will be displayed noting the issues. If you hover over the red cell with your mouse, you will be able to see helpful tips on the exact error discovered.
      
   2. Use this feedback to update the CSV file, then try importing again.
9. If no errors are found, click
   
   1. Note that depending on the size of the import, it could take anywhere from a few seconds to a few minutes to complete.
   2. You can continue to use the application while the import is being processed in the background. A notification will let you know that the import has completed.