The CSV import tool can be used to create directories, guests, users, and groups inside of Rubex. To do this you will first need to create the data you are trying to import in a spreadsheet program such as excel or sheets and export it as a csv. This process will vary depending on the program you use. It is important to not that any column you are planning to import from should not have any blank cells between the filled cells.
Navigating to the CSV import tool
First you will need to open the main menu:
From here you will want to select the Admin tab:
Then under Utilities select CSV Import
Creating users with the CSV import tool
The First thing you will want to do to create users using the CSV import tool is select your csv file using the browse button:
Once your file is selected you will want to check the create users or groups box:
Leave User selected and uncheck Use First Line as Header if you are not using a header in your CSV file. After that you will want to select the type of user license we will be assigning to the users in this list:
You may have different options here depending on your licensing. To create the users without assigning them a license, select Unassigned. To create the users with guest licenses, select Guest License. To create limited user license users, select Limited User License To create standard users, select Standard License.
After selecting the license type, we need to select the column that the import tool will look at. To do this click the User Email Column dropdown and select the correct column. It should display the first value of the columns or your headers if you are using them:
Once selected a few more options will appear. If you would like to assign the users to an existing group, check the Add Users To Group option and type the name of the group until it populates and then select it:
If you would like to assign a profile to the imported users, select the profile from the drop down box:
From here you can assign columns in the csv file to fill out profile information for the corresponding row.
Once you have selected all the options you wish to use on the user import. Hit the Import button towards the bottom of the menu. You should receive a message like this:
Once you receive this message. You have completed your CSV user import.
Creating directories with the CSV import tool
You can also use the csv import tool to create structure on your account. To do this you will need to check the Create Directories option in the tool:
In the drop down select the column you wish to import as structure. You should be greeted by a menu like this one:
From here you will select what directory you want the structure to be created under. If you select an account, it will create the items in that column as cabinets. If you select a cabinet, It will create the items in that column as drawers. If you select a drawer it will create those items as folders. If you select a folder, it will create those items as subfolders.
Select where you want them to go and click select:
Just like with users you can select a profile to assign to these items from the Directory Profile drop down menu:
From here you can select what columns you want to assign to create the profile information for that row, this is optional.
Once you have selected the options you are wanting to use, click the import button on the bottom of the screen. You should receive a message on the screen that tells you that the CSV Import is complete.
You can use both import functions at the same time by checking both of the options and following the steps above for each.
For larger imports it can take a while to complete, if your import takes more than an hour or you encounter an issue please reach out to our department of technical service via chat at www.efilecabinet.com/chat or 877-574-5505 and select option 3.