Hoppa till huvudinnehållet

Hur massimporterar jag anställda och enheter med en CSV-fil?

Uppdaterad

Som administratör i Velory kan du enkelt importera användar- och enhetsdata genom att använda CSV-importfunktionen.
 

🧭 I denna guide:

Hantera importfunktionen
 

  1. Gå till din profil i navigationsfältet → Inställningar → Import & export.
     
  2. Ladda ner mallen och öppna den i Microsoft Excel, Google Sheets, Open Office eller annat kalkylprogram.


     
  3. Fyll i dina data i rätt kolumner. Se avsnittet nedan för förklaringar av alla kolumner.
     
  4. Om du lägger till både användar- och enhetsinformation på samma rad, kommer enheten automatiskt att tilldelas den användaren.
     
  5. Om en användare har flera enheter, lägg till en rad per enhet och upprepa användarens e-postadress på varje rad.
     
  6. Spara filen i korrekt format för att undvika teckenfel (se avsnittet Redigera och spara filen korrekt).
     
  7. Ladda upp din fil.
     
  • Grön ikon = importen lyckades.
     
  • Röd ikon = fel hittades. Klicka på pilen för att expandera vyn och korrigera felen innan du laddar upp på nytt.
     

När importen är klar kan du gå till Asset Management för att granska de importerade uppgifterna.

 

Förklaring av mallens kolumner

Column Type Description Example Required
user_role user Decides the role of the user. Possible options: admin, purchase_manager or employee. If left blank it will by default add the user as an employee, the user role can be changed later. employee  
first_name user The first name of the user. John When adding a user this field is required. 
last_name user The last name of the user. Doe When adding a user this field is required.
email user The email of the user. This is used as the user identifier, so future imports with the same value will update the user rather than create new users. john@ex.com When adding a user this field is required.
date_of_birth user The date of birth of the user, specified using the YYYY-MM-DD format. 1980-01-17  
phone_number user The phone number of the user. 123456789  
address user The street address of the user. 1 Home Street  
postal_code user The postal code of the user’s address. 12345  
city user The city of the user’s address. Stockholm  
country user The country code of the user’s address, specified using the ISO-3166-2 format SE (the country code for Sweden)  
start-date user The start date of the user. If left blank it will be the date when the import was originally made.  2022-03-07  
location_id user Found in the URL of the location when you go in to edit location view in settings. 51855cc1-70b5-46a2-a401-8182764527af  
team_name user The team's name where the user of this row should be added. The team must be created prior to importing.  Team 1   
employee_number user The employee number of the user. 1234  
cost_centre user The cost centre of the user. Accounting  
job_title user The job title of the user. Accountant  
budget_id user Found in the URL of the budget view in Asset management. If a default budget is set for your company and this field is left blank all employees will be assigned to the default budget.  59fabfbd-a8be-4897-bbf2-96b04c70630a  
send_invitation user It will send an onboarding email to the newly added user. Possible options: yes or blank. yes  
last_employment_date user The last day of employment if user is leaving, specified using the YYYY-MM-DD format. 2024-07-20  
skip_offboarding_email user No offboarding email will be sent to the leaving user. Possible options: yes or blank. yes  
device_id device Found in the URL of the hardware view in Asset management. Required when updating an existing device or lease data. Must be empty when adding a new device. cf6f1a2f-d409-46d7-a1a0-5bdf7027ee4b  
device_name device The name of the device. MacBook 13” 256GB Silver When adding a device this field is required.
device_image_url device The URL of the device image. Must be in .png, .jpg, .jpeg or .gif format.    
category device The category of the device. This is used in association with budgets and can be blank or one of the listed valid categories. computers  
serial_number device The serial number of the device. This is used as a device identifier, so future imports with the same value will update the device rather than create new devices. 123456789  
imei device The IMEI of the device. This is used as a device identifier, so future imports with the same value will update the device rather than create new devices. 987654321  
payment_interval device The type of payment option, Possible options: one-off or leasing. If left blank it will by default add the device as one-off. leasing  
leasing_provider device The name of the leasing provider for this device. Can be blank or one of the listed valid leasing providers. DLL  
leasing_contract_number device The contract number for this device.  ABC123  
contract_type device The number of leasing months for this device. We only accept: 12, 24, 36, 48, 60 months.  36 When adding a device with payment_interval: leasing this field is required.
leasing_start_date device The leasing start date, specified using YYYY-MM-DD format. It should be aligned with the purchased_at and expires_at. 2022-01-10 When adding a device with payment_interval: leasing this field is required.
monthly_cost/cost device The price per month for the leased device.  500  
purchased_at device The date when the device was purchased, specified using the YYYY-MM-DD format. 2022-01-01 When adding a device this field is required.
renewal_date device The date when the device should be renewed/upgraded for the user. Specified using the YYYY-MM-DD format. 2025-01-10 When adding a device this field is required.
payor device The payor value of the device. This value can be company for devices which are paid by the company, employee for devices which are paid by the employee, or left blank which will use your company’s default payor settings. company

When adding a device this field is required if the company uses budgets. 

If budgets are not used, then this is not required and it will by default set the company as payor.
distributor_name device The name of the distributor from where the device was purchased from. Dustin
distributor_order_id device The Order ID from the distributor for this device. 123
notes device The notes which will be visible to both employees and admins. This computer was in storage.
manager_notes device The notes which will be visible only to admins. This computer will be sold for X amount of SEK.
available_for_buyout* device It will decide if the device is available for buyout or not. Possible options: yes, no or blank. If you have auto calculation enabled you can leave it blank. If you add Yes you need also to include the buyout price in next column. yes
buyout_price* device Decides the buyout price for a device. The value is added with numbers, no currency added.  5000 If you have automatic buyout price calculation enabled, you can leave this field blank. However, make sure the device has a matched category for which automatic calculation is enabled.
personal_budget_id* user Found in the URL of the budget view in Asset management.  59fabfbd-a8be-4897-bbf2-96b04c70630a  

Mobile subscription fields


 

subscription


 

 These fields are only used for mobile subscription synchronization with Velory. Do not use them for standard imports.

Not applicable

 

 

Uppdatera användar- och enhetsinformation
 

Om du behöver justera tidigare importerade data:

  • Uppdatera den ursprungliga filen eller ladda ner den senaste uppladdade filen, redigera och ladda upp igen.
     
  • Använd alltid samma e-postadress för att uppdatera en användare.
     
  • Använd alltid device_id för att uppdatera en enhet.
     
  • Ett tomt fält skriver inte över befintlig information (t.ex. om adressen lämnas tom, behålls den gamla adressen).
     
  • För att ändra betalare till employee, inkludera både användarens e-postadress och employee i kolumnen payor.
     
  • För att uppdatera leasinginformation krävs device_id.
     

👉 Obs! Importerade filer kan laddas ner via importöversikten.
 

 

Redigera och spara filen korrekt

För att undvika problem med specialtecken (t.ex. å, ä, ö), spara filen i UTF-8-kodning.

Google Sheets:

  1. Öppna Google Drive och skapa ett nytt Google Sheets-dokument.
     
  2. Fyll i eller importera dina data.
     
  3. Klicka på Arkiv > Ladda ner som > CSV (kommaavgränsad).
     

Microsoft Excel:

  1. Öppna Excel och skapa ett nytt dokument.
     
  2. Fyll i eller importera dina data.
     
  3. Klicka på Arkiv > Spara som.
     
  4. Välj filformat: CSV UTF-8 (kommaavgränsad) (*.csv).
     
  5. Klicka på Spara.
     

MacOS Numbers:

  1. Öppna Numbers och skapa ett nytt dokument.
     
  2. Fyll i eller importera dina data.
     
  3. Klicka på Arkiv > Exportera till > CSV.
     

Om tecken importerats felaktigt i en tidigare fil, ladda upp filen på nytt i UTF-8.

 

Felsökning och tips

  • Kategori-validering: Måste matcha en giltig kategori. Tomt fält = “other”.
     
  • Dubbla SN/IMEI: Måste vara unika. Justera eller ta bort dubbletter.
     
  • Flera rader för samma användare: Den sista raden skriver över tidigare uppgifter.
     
  • Tomma värden: Skriver inte över befintliga data.
     
  • Validering av betalare: Leasing kräver betalare. Om employee, måste e-postadress anges.
     
  • Förnyelsedatum: Kräver inköpsdatum för att vara giltigt.
     
  • Excel-kodning: Om data ser felaktig ut (t.ex. IMEI-nummer), öppna filen i Google Sheets eller Numbers istället.

     

Relaterad till

Relaterade artiklar

Powered by Zendesk