Adding and Editing User Groups or Roles Membership in Bulk
You can use CSV files to add or change user groups (roles) membership in bulk.
If you make a CSV format file from scratch, it may contain some errors such as wrong data or incorrect column position and an unexpected error can occur when importing the file.
To prevent errors when registering/updating data in bulk using CSV files, we recommend that you add some sample data first in Kintone, then export it to a CSV file so that you can refer the file to prepare your data.
STEP 1: Adding Sample Data in Kintone
One sample record is sufficient for this purpose.
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Check that the users and groups are added in "Kintone Users & System Administration".
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Add a user to a group as a sample.
Changing the Members of a Static Group
STEP 2: Exporting Added Data to a File
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Click
in the header.
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Click Users & System Administration.
Accessing Kintone Users & System Administration -
Click Export to File.
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From the "Contents to Export" drop-down list, select "User groups or roles membership".
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Select "Include header row".
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Select a character encoding.
Select "Japanese (Shift-JIS)" if you want to edit the exported file in the Japanese version of Excel. -
Select a delimiter for the data.
Select "Comma" to export information in CSV format. -
Click Export.
"Preview" displays the first five lines of the file.
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Save the file with a function provided by your Web browser.
STEP 3: Updating CSV File
Update the CSV file you exported in Step 2 by adding or editing the data.
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Open the exported CSV file in Excel.
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Refer to "File Format for User Groups or Roles Membership" to check the format and update the data in the CSV file.
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Save the CSV file.
To save the file with a different name, ensure that the file type is set to "CSV (Comma delimited) (*.csv)".
STEP 4: Importing the Updated CSV File
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Click
in the header.
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Click Users & System Administration.
Accessing Kintone Users & System Administration -
Click Import from File.
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From the "Contents to Import" drop-down list, select "User groups or roles membership".
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Select a file to import.
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Select Skip header row if the first line of the CSV file contains field names.
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Select a character encoding.
Select Japanese (Shift-JIS) if the CSV file contains data in Japanese characters. -
Select a delimiter for the data.
Select Comma to import data from CSV file. -
Use "Preview" to check that the data is correct.
"Preview" displays the first five lines of the file.
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If a confirmation screen appears, check the description and then click Import.
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Check the processing status in "Import Results".
If "Failed" is displayed, it indicates that the file failed to be imported. Read the error description and check the data in the import file.