Importing Users From Microsoft Excel (xls, xlsx) or CSV file in Microsoft Excel style
You can import a user list into Codebeamer from Microsoft Excel sheet or from a CSV file in Microsoft Excel style.
To import from CSV file, the first step is to create a CSV file with user data.
The following requirements have to be met for a successful user import:
1. You must have sufficient free licenses on Codebeamer server;
2. The CSV file should have at minimum four fields: account-name, first-name, last-name and e-mail. Each row must have the same number of field separators.
The following content shows semicolon separated (;) file containing user data:
account; name; First Name; email
cb.jakab.gipsz; Gipsz; Jakab; gipsz.jakab.test@test.test.com
cb.eszter.vincs; Vincs; Eszter; vincs.eszter.test@test.test.com
cb.jakab.gipsz; Gipsz; Jakab; gipsz.jakab.test@test.test.com
cb.eszter.vincs; Vincs; Eszter; vincs.eszter.test@test.test.com
To import users from an Microsoft Excel or a CSV file:
1. Click on > ,
2. Click Import Accounts and then select the format (Microsoft Excel or CSV file in Microsoft Excel style),
3. Upload the file, in case of CSV import, select Field separator and Character Set.
4. Click Next and assign the appropriate column with the appropriate field,
5. Check on the preview site if the column assignment is correct. Click the Back button to go back and change the assignments.
6. Finalize the import (see below).
Figure: Importing Accounts -- Import Wizard (1).
Figure: Assign Columns to Match the Input Fields -- Import Wizard (2).
Figure: Import Preview -- Import Wizard (3).
To finalize the import:
1. Check the Overwrite/Update existing Accounts checkbox if you want to overwrite existing accounts.
 | A user account isexisting if the user is found by their account name that is mapped from the Excel file. |
2. Check theSend notification emails to imported userscheckbox if you want to send a notification email to the created users.
3. Select the group, to which the accounts are to be assigned, from theAssign to Groupfield.
4. Select the account type from the Account Type field.
5. Select the default status of the new users from the Set Status of NEW users to field.
| | A user account is new if the user is not found by their account name that is mapped from the Excel file. |
 | If the Excel file contains a valid value for the status, it will be set regardless of the value that is set in the Set Status of NEW users to field. Otherwise, if the Excel file does not have a valid value for the status, the setting depends on whether it is a new user or an existing user. |
6. Choose whether the status of the existing users is to be changed by using the Update Status of Existing users without a Status in the import field.
7. Click on the Import button to finalize the import.
| | When you have named licenses and the number of licenses you have after the import is insufficient, you can contact Intland to purchase more licenses (sales@intland.com), or you can log in as System Administrator and disable specific user accounts as described above. |
| | User authentication can also be managed by LDAP. You can import and update user account information using an LDAP service. See Post-installation Configuration for more information. |
If user data is exported from Codebeamer to Excel and the language is not set to English, the exported Excel file contains localized status values. This means that, for example, if the Codebeamer user language is set to German, the exported Excel file containsAktivinstead ofActivated. If the user intends to use this exported Excel file to import user data and the Codebeamer user language is set to German, the import also accepts the status data that is translated to German.
| | The use case in this example works only if the Codebeamer user language is set to German. |