Import CSV file into Equitrac

[mrwho]

I'm trying to import a CSV file with user data onto Equitrac, but the manual isn't clear on the format I should use.

I've created a test CSV file with the following line:

"add","ur","testuser","John Doe","10.00",1234567890,"1.00","johndoe@testserver "

But I get the following error:

"add ur testuser": The department doesn't exist in the database.

But the user actually on the database doesn't have a department assigned to it.

Any hints?

[mrwho]

Well, it's a great software, but I've seen better documentation on a bag of potato chips.

Here it goes:

add,ur,testuser,"10.00","John Doe","0.00",johndoe@server,"",1234567890

Which means:

command,type,id,plafond,name,minimum,email,departm ent,pin

Hope it helps somebody else with this problem.

Cheers!

EDIT: Forgot the department on the description.

[mike*]

yea i agree with you on that, the documentation and videos for training are garbage....the good part is their tech support always seems very reliable

[ricoco]

Could you give me same help?? PLEASE!!!
Im in a dead end road!!!
I have a client with 800 users and i need to import the data to equitrac (i have the data in a excel file)
I do not have much experience in equitrac. Could you please give me some help please.
If its possible import that data in equitrac it will be great.
(the client already have the users created. I have to associate the Users to Departments)

[mrwho]

Convert the Excel file to csv using the data format I mentioned above. Use this example:

add,ur,johndoe,"10.00","John Doe","0.00",johndoe@server,"",1234567890

Which means:

command,type,id,plafond,name,minimum,email,departm ent,pin

If you can and want, post here an example from the excel file you want to import, maybe it's better understood with a practical example.

[ricoco]

I dont know if i made my self clear. The equitrac is already working only with the users. I need to associate the users to the departments.
Is it possibel to import the file without screw up everything that allready exists?
Thank you so much for your interest to help!!!

[mike*]

add ur (user_ID) [(init_bal) (user_name)(min_bal) (email) (dept_name)
(PrimaryPIN) (SecondaryPIN) (quota) (AlternatePIN)]

heres the syntax it calls for to add a user to a dept, but i would use MRwho's advice too

[mrwho]

Right now I don't have the opportunity to check, but in the manual there's the syntax for the command line to do that kind of stuff. If you don't find it and if no one else does, maybe I'll have the chance to check it later, but I cannot guarantee it for today.

[mike*]

heres whats in the guide for the csv commands

[mike*]

so if i understand right youll want to use them "modify ur" command

[ricoco]

Thanks Mike for your interest to help!
But, can you teach me in a simple way? Sory i dont have much knolage with this aplication.
By the way, even if its garbage, where can i find the documentation and videos?? Please i need it... my life is turning to hell!!! I need to hunderstand this urgent.

[ricoco]

so if i understand right youll want to use them "modify ur" command

Sory my english, but i will try to explane it.
I allready have equitrac working. But the problem is: The company has 852 users and many departments (almost 200). I know that i can synchronize all with AD (ActiveDirectory) but the problem is, if i do that i go over the licence (1000 licences) because like you know the aplication adds the users and the departments.
Now to resolve that we reduced the departments to fit the licence. But my problem is that i have to see all users and associate them to the their department.
Can that be done like you said?? How can i do it??
(I will read the gide you send and if possible tell me where can i find the videos)

[mike*]

I think the videos are for people registered through equitrac. I dont think its terribly difficult to get access to it at Become a Partner
Do you have a csv file already with the users and departments there supposed to be in?

[ricoco]

I think the videos are for people registered through equitrac. I dont think its terribly difficult to get access to it at Become a Partner
Do you have a csv file already with the users and departments there supposed to be in?

I have a Excel file. Is it good?? (I dont have it now but tomorow i have it)
I will try to registrate

[mike*]

yea you should be able to move columns around easy enough to get the format correct then output it as a csv