Import/Export Users

Document created by Jonathan Watson on Dec 20, 2016Last modified by Jose Gonzalez on Mar 1, 2017
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You can import or export user(s) to and from a project in Excel format so that projects can quickly be created with with users and groups.

 

Trimble Connect Web

Import User(s)

User(s) and Group(s) can be imported using Import from Excel feature.

  1. To Import a User(s), go to the Team page.

  2. Click "More" button and select "Import From Excel" option.


  3. A dialog box will appear to select the Excel file. Click "Browse" to choose the file.


  4. A message will appear confirming the processing of the file. An email will be sent to the user with a link to download the file. You must be signed into Trimble Connect to download the exported Excel file.


  5. Sample format of Import File (Must be formatted as shown below)

 

Note:

  1. Only a Project Administrator can import a user set.
  2. File format must be Excel(.xlsx)
  3. "User Email" or "User Group(s)" columns are mandatory for successful import.

 

 

Export User(s)

User(s) and Group(s) can be exported using Export to Excel feature.

  1. To export User(s), go to the Team page


  2. Click "More" button and select "Export to Excel" option


  3. A message will appear confirming the processing of the file. An email will be sent to the user with a link to download the Excel File. The download link will be valid for 72 hours.

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