Configure User Import Plugin
With the User Import Plugin, organization administrators can add multiple users at once by importing a spreadsheet. Imports don't delete users from Jama Connect.
Note
You must have organization administrator permissions to complete this task.
With the User Import Plugin, organization administrators can add multiple users at once by importing a spreadsheet.
Select Admin > Organization, then select Plugins > Add plugin entry.
In the Add plugin entry window, enter the following information and select Save.
Name: User Import
Enabled: Make the plugin available to users
Class (case sensitive): Enter the name of the object defined in the source code:
com.jamasoftware.contour.plugin.jama.UserImportPlugin
Type: Event or Import
Parameters: Leave this field blank
Plugin Notes: Add any notes you have here. This isn't visible to the end user.
Create a CSV document with no header row that contains the following values in columns A through K:
Username
If LDAP or CROWD is enabled, the username must match what is listed in the directory.
First name
Last name
Email
Password
Title
Location
Phone number
License type
Values must be one of the following:
Add/Update
Values must be one of the following:
Company
Groups
If a user belongs to multiple groups you can add them in columns L and up.
For example:
Select Project > Import > Custom import to open the Custom Import window.
Enter the following information in the Custom import window:
Select a destination: This is a required field. Your selection doesn't affect the outcome.
Select Custom Importer: User Import
Field Delimiter: Comma
Optional Encoding: UTF8
Select file to import: Choose the CSV file you created in step 3, that contains the list of users to be imported.
Select Import. Each user that's added with the user import plugin receives a welcome email with the Jama Connect URL.
Important
If the import fails it might be because:
A user that already exists was set to add (rather than update).
A user that does not exist was set to update (rather than add).
One or more of the records is incorrect.
A required field was missing.