Import users – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

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

  1. Create accounts manually (‘My company’ type)
  2. Create roles
  3. Create capacity calendars
  4. Create teams
  5. 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)
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