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Required System Settings
Before you can use the Panther Net import you will need to have it set up on your system. However, OPS-COM requires that our clients provide a couple of settings for the Import to work properly.
The first setting that is required for the import to work is found under System Config followed by Classic System Settings. 
From this window make sure that you have supplied a Reply-to Admin Email Address. This is the email that receives all alerts and emails across the system. 
The second setting is found under System Config, System Settings followed by Third Party.
From there you want to make sure that you have supplied a Failed import Email under the CSV User Import options. This is the email that will be sent a file of all users that have failed to be imported.
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This file will include information about the user as well as why the user failed to be imported. This will allow you to correct any failures and attempt the import again. |
Importing Users
OPS-COM will supply you with your FTP credentials which points directly to the folder where you drop you files to be imported. After you have connected using FTP you will see an empty directory where you will drag and drop your import files.
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The bak folder will not exist the first time you go to upload your files. This folder is automatically generated once the import has been completed and contains all of the previously imported files. |
To begin drop a .csv file from your computer to the server. The system task runs every minute so you will need to wait for the import to complete.
Once the file transfer has been completed it will be moved to the bak folder. An email will be generated for any users that failed to be imported and sent to the email that we have set up in our System Settings. 
You should be able to download the generated .csv file and review why these users failed to be imported into the system.
Example Import File
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