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Search for existing records
This column will be displayed if you have chosen the import to search for existing data. It allows you to choose how Kaizen should attempt to search for existing users. All the lines checked will be combined together to determine the exact combination of information which should constitute an existing user.
Roles can be added or removed from user accounts using the three options at the bottom of the column matching section.
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Add role(s)
The role(s) specified in this cell will be added to the user record
Remove role(s) (When Updating only)
The role(s) specified in this cell will be removed from the user record. All other role(s) of the user will remain assigned.
Replace all existing role(s) (When Updating only)
The role(s) specified in this cell will entirely replace the user’s existing roles. The user will be left with only the role(s) specified in this this cell.
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Multiple options can be specified within the CSV using the pipe separator | The comma (,) is not a valid data separator |
Email notifications can be enabled or disabled for the chosen import.
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Choose import to run this task for real and mock run to perform a test of the import behaviour.
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