Users Property Import Fields

Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.

Click here to view the article detailing how to import items/objects using Excel.

PSA Microsoft Excel Import Template: Users sheet

This article is designed to facilitate the smooth import of Users into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Users imports.

Let us delve into the key fields and empower you to efficiently transfer your Users data into PSA.

Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.

Users Property Import Fields Definitions
Tenrox_Excel_Process_Status Import status (populated by the system after the User import is processed)
UniqueId - Upon Creation: The Unique ID of a new User is automatically populated by the system once the creation process is completed.
- Upon Update: The Unique ID of Users being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids.
Note: Do not edit this column if you are creating a new Users using Excel Import.
LogonId * Defines the user's Logon Id (required field)
Password Defines the user's Password
Last_Name * Defines the user's Last Name (required field)
First_Name * Defines the user's First Name (required field)
Id Defines the user's Id
Email Defines the user's Email
Master_Site_Name Defines the user's Master Site
Active_Site_Name Defines the user's Active Site
Language Defines the Language for the User. Possible value:
E (English)
F (French)
Title_Name Defines the user's Title
Group_Name Defines the user's Approval Group
Functional_Group_Name Defines the user's Functional Group
Is_Suspended Defines whether or not the User is suspended
Note: Enter 1/0 for Yes/No.
Social_Security_No Defines the user's SSN
Telephone Defines the user's Phone Number
Alternate_Telephone Alternate Phone Number
Fax This field has been removed from the user interface.
Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Address1 Defines the user's Address Line 1
Address2 Defines the user's Address Line 2
City Defines the user's City
State_Code Defines the user's State Code.

AL Alabama
AK Alaska
AZ Arizona
AR Arkansas
CA California
CO Colorado
CT Connecticut
DE Delaware
DC District Of Columbia
FL Florida
GA Georgia
HI Hawaii
ID Idaho
IL Illinois
IN Indiana
IA Iowa
KS Kansas
KY Kentucky
LA Louisiana
ME Maine
MD Maryland
MA Massachusetts
MI Michigan
MN Minnesota
MS Mississippi
MO Missouri
MT Montana
NE Nebraska
NV Nevada
NH New Hampshire
NJ New Jersey
NM New Mexico
NY New York
NC North Carolina
ND North Dakota
OH Ohio
OK Oklahoma
OR Oregon
PA Pennsylvania
RI Rhode Island
SC South Carolina
SD South Dakota
TN Tennessee
TX Texas
UT Utah
VT Vermont
VA Virginia
WA Washington
WV West Virginia
WI Wisconsin
WY Wyoming

AB Alberta
BC British Columbia
MB Manitoba
NB New Brunswick
NF Newfoundland
NOWET Northwest Territories
NS Nova Scotia
NUNAVUT Nunavut
ON Ontario
PE Prince Edward Island
PQ Quebec
SK Saskatchewan
YUKON Yukon

THU Australian Capital Territory
NSW New South Wales
NTER Northern Territory
Country_Code Defines the user's Country:
USA USA
CANADA Canada
AUSTRALIA Australia
FRANCE France
Zip_Code Defines the user's Zip/Postal code.
Mobile_No Defines the user's Mobile Number
Pager_No This field has been removed from the user interface.
Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Web_Page Defines the user's Profile URL
Role_Code Defines the user's Security Profile:
STDUSER Standard User
MGR Group Manager
ADMIN Administrator
PRJMGR Project Manager
ASSISTANT Assistant
CONSULTANT Consultant
EXECUTIVE Executive
SALESMGR Sales Manager
PURCHASEMGR Purchase Manager
ACCOUNTEXECUTIVE Account Executive
GENSUPPLIER General Supplier
GENCLIENT General Client
STANDARDPARTNER Standard Partner
Can_Report_On_Any_Project Defines whether or not the User Can report on any Project
Note: Enter 1/0 for Yes/No.
Can_Report_On_Any_User Defines whether or not the User Can Report on any User
Note: Enter 1/0 for Yes/No.
Can_Report_On_Any_Group Defines whether or not the User Can Report on any Group
Note: Enter 1/0 for Yes/No.
Can_Enter_Time_By_Punch This field has been removed from the user interface.
Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Badge_Number This field has been removed from the user interface.
Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Email_Password This field has been removed from the user interface.
Note: It is scheduled for removal from the Excel sheet in an upcoming release to align with the current system functionality.
Date_Hired Defines the user's Hire Date
Note: Set column format to Date ( MM/DD/YYYY).
Service_Date Defines the user's Service Date
Note: Set column format to Date ( MM/DD/YYYY). For Open Ended enter 11/27/2737
Last_Evaluation Defines the user's Last Evaluation
Note: Set column format to Date ( MM/DD/YYYY).
Next_Evaluation Defines the user's Next Evaluation
Note: Set column format to Date ( MM/DD/YYYY).
Date_Terminated Defines the user's Termination Date
Note: Set column format to Date ( MM/DD/YYYY). For Open Ended enter 11/27/2737
User_Type_Code Defines the user's User Type.
EMPLOYEE Employee
CONSULTANT Consultant
Holiday_Set_Name Defines the user's Holiday set
Default_Task_Name Defines the user's Default Task
Expense_Workflow_Name Defines the user's Default Expense Workflow
Default_Project_Name Defines the user's Default Project
Default_WorkType_Name Defines the user's Default Work Type
Description Description of the User
Resource_Group_Name Defines the user's Resource Group
Can_Report_On_Any_Client Defines whether or not the User Can report on any Client.
Note: Enter 1/0 for Yes/No.
Password_Never_Expires Defines whether or not the User's Password Never Expires.
Note: Enter 1/0 for Yes/No.
Can_Bypass_Single_Sign_On Defines whether or not the User can bypass Single Sign On.
Note: Enter 1/0 for Yes/No.
Send_MsTeam_Notification Defines whether or not the User Receives Notifications in MsTeams.
Note: Enter 1/0 for Yes/No.
Allow_Over_Allocation Defines whether or not the Allow Over Allocation is turned on or off.
Note: Enter 1/0 for Yes/No.
Out_Of_Office Defines whether or not the User is set to Out Of Office in PSA.
Note: Enter 1/0 for Yes/No.