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Using the Automatch Feature

199 bytes added, 14:55, 3 October 2007
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1. Click the '''Automatch by organisation name and address''' check box.
 
[[Image:Uto.png]]
2. Click the '''First row contains field names''' check box.
 
[[Image:Utp1.png]]
3. Click the '''Analyze Structure''' button.
The data is analyzed and presented.
 
[[Image:Uta2.png]]
The first field is the department name – you will use this field for matching.
5. Set the first field to '''Company name for matching'''.
 
[[Image:Uto3.png]]
6. Map the '''remaining fields'''.
 
[[Image:Uto4.png]]
7. Click the '''Analyze Data''' button.
The '''user list''' is displayed.
 
[[Image:Uto5.png]]
==Sending Imported User’s Passwords by E-mail==
1. Scroll to the '''bottom of the list'''.
 
[[Image:Uto6.png]]
You can automatically enable and send the uploaded [[User|users]] their [[Username|usernames]] and [[Password|passwords]]. In this case you will not send [[Username|usernames]] or [[Password|passwords]].
The status of the upload is displayed.
 
[[Image:Uto7.png]]
4. Click the '''Organisation''', [[Internal]] People [[Menu|menu]].
 
[[Image:Uto8.png]]
5. Click on any '''Organisation''' icon to display the new [[User|users]] you just added.
 
[[Image:Uto9.png]]
==Undoing a User Upload==
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