Access Team Admin > Member > Members.
Items you can enter when update add members via CSV
You can enter the following 8 items when you update members.
| Item | Display in CSV | Authority to edit | Authority to view | Notes |
|
Email address （Required） |
mailAddress | Admin |
Admin Member themselves |
・Each email address identifies a member. ・Each email address can only be registered to one member. ・An email address can be up to 256 characters. ・Email addresses may contain half-width alphanumeric characters and symbols (.!#$%&'*+=?^_`{|}~-). ・Use a half-width "@". |
|
Name（Required） |
fullName |
Admin Member themselves |
All members |
A name can be up to 256 characters, and can include full-width or half-width alphanumeric characters, Kanji or Hiragana characters, and symbols. |
|
Search Name |
searchName |
Admin Member themselves |
All members |
・You can set up a search name for each account to make it easier for other members to search. ・A search name can be up to 32 characters, and can include full-width or half-width alphanumeric characters, Kanji or Hiragana characters, and symbols. ・Do not include a space in a search name. ・The default search name is the area before "@" of an email address. ・If your organization uses members' private email addresses for Unipos, the Admin can change the search names to protect their privacy. ・Each member can also set up their own search name. Please see here for more information. ・The Admin can confirm everyone's search names on the page for editing member information or by downloading a CSV file containing all members. |
|
Employee number |
employeeCode | Admin | Admin | An employee number can be up to 10 characters, and can include full-width or half-width alphanumeric characters, Kanji or Hiragana characters, and symbols. |
|
Employment Status （Required for CSV only） |
employmentType | Admin | Admin |
Please enter a half-width number between 0 and 7. 1: Executive |
|
Department |
departmentCodes | Admin | All members |
・Departments need to be pre-registered here before adding them to members. ・Please refer to this page for how to add or update departments. ・You can add up to 10 departments per member. ・If you wish to register multiple departments to a member, please divide them using commas. ・For hierarchized departments, please register the last department in the hierarchy. Parent departments don't need to be included. Example) If a person belongs to the HQ > Sales Division > Sales Department 1, you only need to enter the department code for the Sales Department 1. |
|
Account status |
status | Admin | Admin |
・This item is used when you wish to update account status. You can change the account status to "Active", "Suspended", or "Deleted". ・Enter one of the following half-width number for the account status. ▼To change an account to "Active" ▼To change an account to "Suspended" ▼To delete an account ・Please see this page for more detailed information about each account status.
|
|
Position |
position | Admin | Admin |
・Positions need to be pre-registered here before adding them to members. ・A position can be up to 25 characters. ・You can't register multiple positions to a member. |
1. Click [Update multiple members].
2. Download a CSV template to update multiple members.
Click "Download all members as a CSV file", choose an encoding, and click "Download".
※Encoding※
UTF-8 is recommended, and this is the default option when you download a CSV template.
If your software is not compatible with UTF-8 or you are not able to upload a file with UTF-8 encoding, please use Shift-JIS.
If you are not able to upload a file with Shift-JIS or you receive an error message, please contact Unipos customer support.
3. Download a CSV template to update multiple members.
Click "Template for updating information" and "Download".
Email addresses must be updated using a separate CSV template.
※Email addresses cannot be updated along with other information.
4. Enter information about users to the CSV template.
Refer to the CSV file which you downloaded at Step 2, and enter information you want to updae to the CSV template.
Do not change or delete the information in the first row.
5. Update information.
The CSV file you downloaded at Step 2 contains the current information. Please enter updated information in the CSV template.
A CSV template can contain up to 2000 rows.
If you wish to update information for more than 2000 members, you will need to upload CSV files multiple times.
6. Choose the file you created.
Click [Choose CSV file] and select the file you created at Steps 4 and 5.
Please choose the same character encoding as the CSV file you downloaded.
(When you download a template CSV file, UTF-8 is selected as the default encoding. If you downloaded a file with UTF-8, you don't need to change the encoding option here.)
※Encoding※
・If the character encoding of the file chosen in " Choose CSV File" is different from the character encoding chosen on the screen, an error will occur.
・See How to confirm the character encoding to check the "How to confirm the character encoding"
7. Upload the file you created.
Once you have completed Step 6, click [Upload] to upload your CSV file.
8. Confirm your file has been uploaded.
Once the uploading process has started, you will see a pop-up message: "Your CSV file is being uploaded."
※If it takes over 15 minutes for upload※
An error may have occurred.
Please check your connection and re-upload your CSV file.
Once the upload has completed, you will see a notification at the bottom left-hand corner.
Click ”Confirm results".
If you see a message: "Errors have occurred", see Failed to add multiple members simultaneously via CSV. Please amend your CSV file and re-upload the file.