Importing and Exporting Users

Overview

The Import and Export User functionality allows administrators to bulk-manage users on DRTrack. Quickly determine if a user’s email has been synced with the Trimble ID and easily grant or remove access.


  1. Click the Import / Export User button.

    import export
    Figure 1. Import / Export User button

  2. View uploaded data including users details and permission group.

    upload center
    Figure 2. DRTrack Upload Center

Validation Rules

Email Validation

  • Format validation (valid email structure)

  • Uniqueness: First occurrence in batch allowed; subsequent duplicates marked as FAIL

  • Database check: New users cannot use existing emails

  • MODIFY: Email can only be changed if not assigned to another user


Password Validation (New Users Only)

  • Optional field

  • Complexity requirements (if provided): digit, lowercase, uppercase, special character, 8-40 chars

  • Invalid password handling: User still created with auto-generated GUID password, warning displayed

  • User must contact Administrator to change password


Usergroup Validation

  • Must exist in database

  • Case-insensitive matching

  • If not found: Record marked as FAIL


Branches Validation

  • Optional field

  • Comma-separated Branch IDs

  • Special keyword: "ALL" assigns all branches

  • Length limit: 255 characters maximum

  • Truncation: If exceeds limit, truncates at last complete branch ID with warning

  • Invalid Branch IDs: Marked as "Caution" (not FAIL), user saved without those branches

Password Handling

New Users (ADD):

  • Valid password: Encrypted and saved

  • Invalid password: Auto-generated GUID, warning shown

  • Empty password: Auto-generated GUID


Existing Users (MODIFY):

  • Password field is IGNORED (set to null)

  • Existing password preserved via COALESCE in stored procedure

  • Password updates must be done via UI, not Excel import


Branch Handling

  • Excel format: Comma-separated (e.g., BRANCH01,BRANCH02)

  • API format: Pipe-separated (e.g., BRANCH01|BRANCH02)

  • Conversion: Automatic during validation

  • ALL keyword: Special handling to assign all branches

  • Truncation: Smart truncation at 255 characters with detailed warnings


Upload Status Values

  • Success: All validations passed

  • Caution: Only optional field warnings (e.g., invalid branches)

  • Fail: Required field errors, invalid usergroup, duplicate email

  • Skipped: Empty row

Resources

Related Documents
Support

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