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Former Member

CLM User Account Update via CSV-File

Hello experts,

we have to change plain text emails into html mails for more than 7.000 users. I think the best way is to mass update all user accounts by using a csv-file. I used the csv-template on "Import Data" and filled in the required data I assumed. As soon as I try to import no data will be changed in the User Account Settings and I get this error message as follows:

I'm not sure if I miss something. On the one hand I assume I need the enterprise user to change user account settings but on the other hand I'm able to change user account setting manually. This confuses me.

In my opinion these 4 entries in the csv-file are mandatory:

I'm pretty sure there is someone who can help me 😊

Best regards,
Heiko

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  • Best Answer
    Posted on Jan 15, 2016 at 10:18 AM

    Hi Heiko,

    You don't need enterprise user for this activity. You are just missing the security profile for 'Import' on user accounts, for the user you are executing the import with.

    Bogdan

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    • Former Member

      Hello Bogdan,

      thanks for this. I forgot about the possibility to change the settings in the security profile. This explains why I don't have the permission to do this.

      Have a nice weekend 😊

      Best regards,
      Heiko

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