Import & Export

scoopa offers various imports and exports. Currently publicly available is the user-export and user-import.

More will follow.


Users

For large userbases it is possible to export and import all the users of one platform.

Import

For importing users scoopa has a handy import-assistant. Start the process by clicking "Users" -> "Import".

Import Button in Users.
Import Button in Users
User Import - first step.
User Import - first step

As explained in the first step, you can import any Excel-File containing at least the following columns:
E-Mail, Prename, Name

The following fields are optional:
Company, Notes, Role ('admin' or 'user'), Usergroup ('name' of existing usergroups as comma separated list)

You can also provide a password column with clear-text passwords. In this case no invitation e-mails will be sent and the passwords will be stored as encrypted hashes.

You can either download the example excel file, or go to "Users" -> "export" and use your own userbase as a template.

In the next step you need to map the fields of your excel file to the columns of the scoopa userdatabase.

User Import - step 2 - before field assignment.
User Import - step 2 - before field assignment
User Import - step 2 - after field assignment.
User Import - step 2 - after field assignment

You can select to send your new imported users a welcome e-mail. As mentioned above this is only possible if you did NOT provide a password column. If you did provide passwords, scoopa assumes you want to onboard your users in an external system.

You can also choose to exclude the first row of the excel in case it contains the table heading.

Permissions on Import

The same permissions can be set on import as on manual user creation. Read more about the permissions here.

After the import you will be presented with a summary.

Import summary with error-logs.
Import summary with error-logs

As you can see in the example above, successes as well as import-errors are logged and reported back to you.

Export

You can export your userbase by going to "Users" and pressing either one of the export buttons on top.

You can choose to export in Excel-format or in JSON-Format.

User Export.
User Export