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Import or Export Users & Groups

By Laura Anne Niemuth posted 12-06-2020 21:55

  

Import or Export Users & Groups

Import Users & Groups

Supported Functions for Import from Excel 

The following operations are supported from the import function:

  • Inviting users to a project
  • Updating user roles 
  • Adding users to Groups
  • Creating new Groups 

Setting up the spreadsheet

To use the import function, your spreadsheet must contain the following columns with the exact spelling listed: 

  1. User email
  2. User group(s)
  3. Role
    1. Supported variables are User or Admin

Inviting Users to a Project

  1. Set up the spreadsheet
    1. Only the User email column is mandatory for successful import.
    2. If the Role column is left blank, the user will be invited with the role of User
    3. If the user email does not match an existing project member, they will be invited/added to the project during the import process
    4. To import a single user to multiple groups, separate the group names by using a semicolon ";".
    5. If the group does not exist in the project, it will be created during import
  2. Open a project in Trimble Connect for Browser.
  3. Go to the Team page.
  4. Click the Overflow Menu at the top of the right side of the page.
  5. Select Import from Excel.
  6. The Import Excel as Team dialog box opens.
    Click Browse to select the Excel file.
  7. Click Open.

After the import has been processed, you receive an email with a link to download the import log file. You must be signed into Trimble Connect to download the log file. The log file will contain information in the event that an import failed.

Updating Team Members Information

You can change the user’s role or add them to groups using the Import function. Note: It is not possible to remove users from the project or remove them from a group using this process. 

  1. Set up the spreadsheet
    1. Only the User email column is mandatory for successful import.
    2. Change the user role by adding User or Admin under the Role column.
      If the role does not match their existing role in the project, it will get updated accordingly  
    3. To import a single user to multiple groups, separate the group names by using a semicolon ";".
    4. If the group does not exist in the project, it will be created during import
  2. Next → Open a project in Trimble Connect for Browser.
  3. Go to the Team page.
  4. Click the Overflow Menu at the top of the right side of the page.
  5. Select Import from Excel.
  6. The Import Excel as Team dialog box opens.
  7. Click Browse to select the Excel file.
  8. Click Open.

After the import has been processed, you receive an email with a link to download the import log file. You must be signed into Trimble Connect to download the log file. The log file will contain information in the event that an import failed.

Create Groups by Importing an Excel Spreadsheet

  1. Set up the spreadsheet
    1. Only the User group(s) column is mandatory for successful import.
    2. If you are only creating new groups, leave the User email and Role columns blank
    3. If a group with the same name already exists in the project, it will be skipped during import
  2. Next → Open a project in Trimble Connect for Browser.
  3. Go to the Team page.
  4. Click the Overflow Menu at the top of the right side of the page.
  5. Select Import from Excel.
  6. The Import Excel as Team dialog box opens.
  7. Click Browse to select the Excel file.
  8. Click Open.

After the import has been processed, you receive an email with a link to download the import log file. You must be signed into Trimble Connect to download the log file. The log file will contain information in the event that an import failed.

Export a Project’s Team Data

Use the Export function to get a report of the project's team members. The following information will be provided (if it’s available for the user):

  • User name
  • User Title
  • User company
  • User email
  • Role
  • User group(s)
  • Phone number
  • Timezone preference
  • Skype
  • Linkedin
  • Date joined project
  • Membership Status
  • Last accessed
  • Date left project
To export:
  1. Open a project in Trimble Connect for Browser.
  2. Go to the Team page.
  3. Click the Overflow Menu at the top of the right side of the page.
  4. Select Export to Excel.
    Note: for projects with many team members, the process might take some time to complete
When the Excel file is ready to be downloaded, Trimble Connect sends you a download link in an email. The download link will be valid for 72 hours.
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