5. Excel Import

In this section of the Admin application, users can import a user list directly into either EPC or DBP.

*If end-users will have access to both EPC and DBP, it is recommended that you import the user list directly into EPC and then use the Synchronization with EPC application to import the list into DBP.

As this form outlines, to import a user list into either system, you will need to upload an Excel file that meets the following requirements:

• It must include the user list on Sheet1 of the document.
  
• It must include the listed column headers in the first row of the spreadsheet:
  

!If you want to enable EPCAdmin, Modeler, and/or Portal for the user, simply input “Yes” in the relevant fields. If you do not want to enable these permissions, instead leave the columns blank.

Features of the Form:

1. Download Excel Template: This is a hyperlink that allows you to download an Excel template that meets the aforementioned requirements.
   • Using this template, you can simply fill out the fields with the relevant user information.
   • This template works best for PC/Windows users. Mac users may experience limitations when attempting to download the template.
2. Upload File with Data: This is an attachment field that allows you upload the Excel file, now containing the complete user list.
   • To attach a file, click on the button.
3. Export to: This is a radio button that allows you to select only one option from a set of mutually exclusive options. You can choose to import the user list into either BPMS or EPC.
4. Import List: This button allows you to import the user list directly into the desired location.
   • Once this button has been selected, it will take a few moments for the form to update. Once the form has updated, a message outlining the results of the import will appear in the Output Message field.
5. Output Message: This field is automatically populated with the results of the import once the Import List button has been selected.
   • It will list the number of users now added and/or updated. If any errors have occurred during the import, they will be outlined in this field.