Importing Users

A spreadsheet can be used to import users with the Import option under the Setting main menu option. The system looks at the first line in the spreadsheet to determine the contents of each column of information, so the order of the columns is not important. Certain columns must exist before new users are added. The system remembers the "external" ID number of the user, so if that ID number column is included in subsequent imports then there is no minimum amount of required information. When a column type says that a string list is expected, it means that you can list multiple items separated by semicolons (preferably) or commas.

Name	Type	Generic	Milan User	Milan Therapist
ID	integer	ID	Id	N/A
Is Active	string: Yes/No	IsActive	N/A (Effective and Expires are used to determine if exists)	N/A
First Name	string	FirstName	FName	FName
Middle Name	string	MiddleName	MName	MName
Last Name	string	LastName	LName	LName
Suffix	string: Jr/Sr/II/III/IV	Suffix	N/A	N/A
Region	string: CC Region Name	Region	N/A	Region
User Name	string	ShortName	UserName	N/A
Email	string	Email	Email	N/A
Work Email	string	WorkEmail	N/A	N/A
Phone	string	Phone	Phone	N/A
Work Phone	string	WorkPhone	N/A	N/A
Address 1	string	Addr1	Addr1	N/A
Address 2	string	Addr2	Addr2	N/A
City	string	City	City	N/A
State	string	State	State	N/A
Zip	string	Zip	Zip	N/A
Comments	string	Comments	Comments	N/A
Bill NPI	string	BillNPI	N/A	RenderingNPI
Bill Taxonomy	string	BillTaxonomy	N/A	Taxonomy
Bill Legacy	string	BillLegacy	N/A	LegacyID
Bill Zip	string	BillZip	N/A	ZipCode
Classes	string list: ADMIN, CLERK, PROVIDER	ClassList	MainRole	N/A
Permissions	string list: CLIENTVIEW, CLIENTEDIT, VIEWONLY	PermList	Access, Roles	N/A
Facilities	string list: CC Fac Names	FacilityList	N/A	N/A
Credentials	string list	CredentialList	N/A	Credentials