Importing Users via a Spreadsheet

Document created by user.oxriBaJeN4 Employee on Sep 10, 2015Last modified by user.Yo2IBgvWqr on Jun 14, 2018
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Your users must have a user account to enable them to receive emails and sign in to our applications. You can add multiple user accounts at a time using our spreadsheet import function. This additionally allows you to set user permissions, user attribute data, and alias associations. You can also import delegate mailbox access settings. See the Configure Delegate Mailbox Access page for further detail.

 

 

Creating an Import File

The steps described below are the minimum required to import basic user information. See the table in the "Advanced Import Settings" section for details on all of the possible import settings.

ss.pngTo create an import file:

  1. Create a spreadsheet with a cell header value of email (case sensitive). This acts as the import file's checkpoint cell, and tells us where to begin processing the data. This cell must be within the A1 - M99 cell range. This column is where you must add all of the primary email addresses for the users being imported. Values must not contain spaces or surrounding quotes.
  2. Add a cell header value of name (case sensitive) in the cell directly to the right of the email header cell. This column maps each user's Global Name to their email address.
  3. Optionally add a cell header value of password (case sensitive) >in the cell directly to the right of the name header cell. This column sets each user's Mimecast cloud password.
    Ensure the password(s) comply with your account's password complexity rules. See the Configuring Password Complexity and Expiration page for further information. The password values are verified as part of the import process. Any passwords that don't comply, cause the import to fail.
  4. Save the spreadsheet as a .XLS file.
    .XLSX files aren't supported.

Processing the Import File

If the file processing fails, an email notification is sent to the person who performed the import.

To process the import file:

  1. Log on to the Administration Console.
  2. Click on the Administration menu item. A menu drop down is displayed.
  3. Click on the Directories | Imports menu item.
  4. Complete the dialog as required:
    Field / OptionDescription
    Import FormatThis is set to a value of "Mimecast Import" and cannot be changed.
    Upload Only (No Folder)If selected, only user address details and permissions are imported without placing them in a group. Additionally, the "Import Into Profile Group" and "Group Override" fields are unavailable.
    Import Into Profile GroupClick on the Lookup button to select a group into which the users should be imported.
    Group OverrideSelect whether to add to or overwrite existing records.
    Upload Spreadsheet (.xls)Click on the Choose File button to select your import file.
  5. Click on the Preview Changes button.
  6. The import file is validated, and a Spreadsheet Information section is displayed. This summarizes the file's contents and the number of user accounts to be created.
  7. Click on the Save button to complete the user account import.
If any imports are performed that pertain to Directory Users, a Manual Directory Synchronization must be performed immediately after the import is successful. This ensures mail flow to them is uninterrupted. Importing changes to these users causes their account type to be changed from "Directory User" to "Manually Imported User", and if the domain on which they reside uses the "Valid Directory Users Only" method of recipient validation, messages to them will be rejected until they are re-synchronized.

Advanced Import Settings

 

The table below describes the settings that can be imported for a user in addition to those mentioned above. Each setting you wish to include represents a column in your spreadsheet.

 

Column Heading (Case Sensitive)DescriptionExample Values
changepasswordThis allows administrators to specify a generic password globally, whilst ensuring that users are forced to change passwords the first time they log on.
  • TRUE: This is the default value. Users are forced to change their cloud password.
  • FALSE:  Users aren't forced to change their cloud password.
passwordneverexpireControls whether a cloud password should expire as per your account's password expiration configuration.
If you're logged on with an administrator account with a non-protected role (e.g. a Basic Administrator) when running the import, you'll be unable to change this setting for administrator accounts that have a protected role (e.g. Full or Super Administrators).
  • TRUE: The user's cloud password doesn't expire.
  • FALSE: The user's cloud password does expire.
accountlockedoutControls whether the user account is locked.
If you're logged on with an administrator account with a non-protected role (e.g. a Basic Administrator) when running the import, you'll be unable to change this setting for administrator accounts that have a protected role (e.g. Full or Super Administrators).
  • TRUE: The user account is locked.
  • FALSE: The user's account is unlocked.
popControls whether the user can retrieve messages from a Mimecast mailbox (internal / local addresses only) using the POP3 protocol.
  • TRUE: The user can retrieve messages.
  • FALSE: The user can't retrieve messages.
submitControls whether the user can send messages from a Mimecast mailbox (internal/local addresses only) using SMTP Authentication.
  • TRUE: The user can send messages from a Mimecast mailbox.
  • FALSE: The user can't send messages from a Mimecast mailbox.
alias1Sets an alias email address for the user. You can import up to ten alias addresses for each primary address by adding a column for each alias with the heading "alias2", "alias3", etc.info@company.com
[Any customized value]If the field doesn't exist, the import ensures the attribute is created.telephonenumber
Physical Address
remoteaccountcodeIf your Mimecast account uses Advanced Account Administration, this can be used to import the Mimecast account code of the user's grouping or mail processing account.CxAy
adminroleIf your Mimecast account uses Advanced Account Administration, this can be used to import account administrators for associated mail processing accounts.Basic
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