Introduction
The Matics system allows uploading CSV files that include a list of users you wish to add. The file provides control over user details, including permission group assignment and classification by various parameters.
For example, the WorkerID field determines whether the user is classified as a Worker. If the field is filled, the user will be treated as a Worker. If left empty, the user will not be classified as such.
Field Mapping
Field Name | Description | Notes | Required |
FirstName | The user’s first name |
| Yes |
LastName | The user’s last name |
| Yes |
UserName | Identifier in the system (recommended: First + Last name) | Must be unique — no two users should have the same UserName | Yes |
Password | User’s initial password | Must contain at least 8 characters, including an uppercase letter, lowercase letter, number, and special character | Yes |
FK_UserGroup | The permission group assigned to the user |
| Yes |
IsTechnician | Whether the user is classified as a technician | Must be True or False | Yes |
The user’s email address |
| No | |
IsShiftManager | Whether the user is a shift manager | Must be True or False | No |
FK_Department | Department to which the user is assigned |
| No |
IsActive | Whether the user is active | True – active, False – inactive | No |
WorkerID | The ID assigned to the worker |
| No |
ValidatedEmail | Whether the email has been validated | Must be True or False | No |
Uploading the File
Open Manual Sync
Click on Data Mapping
Enter the Table name selection part
Search for the "Users" table
Click on upload
Upload the file
Click Map file
Make sure all the parameters you put is mapped correctly!
Saving an Excel Files as CSV
To upload your Excel file to Matics you need to convert it to .csv:
In Excel, use Save As
Under Save as type, select CSV (Comma delimited) *.csv
Click Save
Example - Users Table
Download it here: