Auto-Import New Users

Auto-Import New Users

See Recording:

STEPS:

HOW TO GENERATE A SCRIPT:
1. Send the CTS User Import.xlsm file (see attached) and have the customer fill in the columns that have a red header.
2. After filling in all required columns, go to View tab, click it and you will find the function Macros.
3. Select CreateUserList and click Run to generate a script.
4. You should be prompted with the message "Done. Number of records: ##".
5. Go to the folder where the .xlsm file is saved in the File Explorer, you should see an .sql file after generating a script.
6. Open the .sql file in Notepad++.
7. Check the script if there are any errors, there might be a data in the spreadsheet that has an apostrophe in the agent's name.
      There are two options you can do:
            a. Remove the apostrophe before you generate a script, or
            b. If you already pasted the script in the sql, see where the red line starts and remove the extra single quote.


HOW TO IMPORT THE SCRIPT INTO THE SQL:
1. Go to core server.
2. Click Start menu.
3. Expand folder Microsoft SQL Server Tool 17.
4. Click Microsoft SQL Server Management.
      
5. Select Databases to expand the folder.
      
6. Right click on CT Admin and select New Query
      
7. Open the .sql file in the Notepad++, highlight everything, copy and paste in the sql.
8. Click Execute (the one with the red exclamation point on it).
      
9. To check if the import is successful, refresh the CT Admin, go to the template that you are inserting the users to, and validate if the users exist.


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