Import users

Importing users can be done in Administration > Import and by selecting Users default import

By default, Power users don’t have access to the Import -module. Access can be granted by PlanMill support or PlanMill can perform the importing as a paid service.

Dependencies

Create accounts manually (‘My company’ type)
Create roles
Create capacity calendars
Create teams
Create superiors (use this same template and leave superior column empty).

CSV Template

Template for importing users in PlanMill

Excel Template

Template for importin users incl. balance adjustment

Explanation of columns

Name of column	Unique	Default value	Max characters	Explanation	Dependencies
Person Id	X			Unique ID. Not needed in template. Generated automatically.
LastName			80	Last name of the contact Example: ‘Halonen’
FirstName			80	First name of the contact Example: ‘Marja
Passive		Active		Default options: Active = 0 Inactive = 1
Title			80	Example: ‘Engineer’
Department			80	Example: ‘Sales’
Phone1			80	Example: ‘123456’
PlanMillUserName			40	Example: ‘test.user’
PlanMillPassword			40	Passwords must be at least 10 characters long, contain at least one capital letter and at least one number. The usage of passphrases is recommended.	Tested 1.9.14: Password needs to be in encrypted format as stored in database
Email			80	Example: ‘test@account.com’
LanguageCode		en	10	Default options: en en-BR en-CA en-SG de de-DE fi pt pt-BR sv sv-FI
HireDate				Format: dd.MM.yyyy Example: ‘20.12.2020’
MotherTongue		Finnish		Default options: Finnish Swedish English German
Nationality		Finland
DepartDate				Format: dd.MM.yyyy Example: ‘20.12.2020’
Role		Team		Default options: Administrator Power Pro Sales Team	Create roles
Location (secondary address)		Unknown address		Address. Example: ‘Hämeentie 19 00500 Helsinki’
Type				Default options: Permanent - full-time Permanent - part-time Hired - full-time Hired - part-time Hired - temporarily Trainee Subcontractor Partner Customer Board Army leave Study leave Maternity/Paternity leave
Calendar		FI 2009 - 2019	80	Name of the associated account Example: ‘FI 2009 - 2014’	Create capacity calendars
Team			80	Primary team Example: ‘My primary team’	Create teams
Account		‘My company’	150	Own company name Example: ‘My company oy’	Create accounts manually (‘My company’ type)
OperationalId			80	Example: ‘123456’
Superior				Superior name given in format ‘Last name, First name’. Example: ‘Doe, John’	Import superior users first. They must exist in the system
Balance Adjustment				Balance adjustment given in hours. Example: ‘-10,5’	(not yet implemented)