Import and Export Employee Accounts in Connect for Appetize

Description: Instead of individually editing Accounts, the Import/Export feature allows widespread changes to be made. Accounts can be created or updated with an Import/Export and assigned to Vendors using Import/Export Assignment. 

Note: Only Employee accounts can be created or updated using the import/export.

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Before you begin to import or export accounts, review these important tips:

• To delete an account during the import, you must add DELETE in the Delete column (it is case sensitive and must be in all caps). Removing the row for the account from the import will make no changes. 
• The formatting is crucial to this process. Be careful editing the Excel spreadsheet and make sure that the formatting does not change or the document may not import.
• It is important to save a backup file prior to making any changes. Download a copy of the current configuration and save it to your computer. Download another copy to make the changes and then import that file. 

Export Accounts

For Accounts, the Login ID, Password, Admin PIN, Employee PIN, and Role ID can be edited or added to create new accounts during an Import (current passwords will never be displayed in the export).

1. Log in to Connect and select Accounts on the left side menu.
2. Select the Hamburger icon in the upper right corner.
3. Select Export from the menu to download an Excel spreadsheet with the current accounts.
4. There is a key to the right of the document that specifies what groups and roles are attached to the ID number listed in each column.

Note: Add a new account to a spreadsheet manually by typing it in, but be sure to leave the ID column blank. Account IDs are unique and generated in Connect once the account is imported/created.

Export Assignment in Accounts

To export assignments for Accounts, follow the steps below. 

1. Log in to Connect and select Accounts on the left side menu.
2. Select the Hamburger icon in the upper right corner.
3. Select Export Assignment.
4. Assign Accounts to specific Vendors by putting a 1 into the appropriate columns.
5. Unassign Accounts to specific Vendors by putting a 0 into the appropriate columns. 

Import an Account spreadsheet

• Once the Excel Spreadsheet has been edited and saved, select the Import or Import Assignment option.
• Select the updated Excel spreadsheet and select Open.
• A message will appear with the status of the import upload. 

Note: The password column must be filled out when creating new Accounts for the import to run successfully. 

Important:To delete an account during the import, you must add DELETE in the Delete column (Column H is case-sensitive and must be in all caps). Removing the row for the account from the import will make no changes.