Importing users
An import option exists on the system users, which will allow a finance company to import all their users into Clearmatch. The following details related to a user can be imported into the platform using a CSV file format.
Provider : External provider that will be used to login to Clearmatch.
Provider ID : Identification of the External provider . Example: if a user is using Microsoft credentials to login to system then the provider id will be the object id of that user's Microsoft account.
Title : This is not mandatory and if not provided default title will be assigned against the customer.
First Name: First name of the customer is mandatory to be provided.
Middle Name: Customer middle name is not mandatory and middle name of the customer will be blank if not provided.
Last Name: Last name of the customer is mandatory to be provided.
Date Of Birth : Customer Date of birth is Mandatory to be provided.
Login : This will be the login(username) of the customer that will be used to login to Clearmatch Fusion. This is mandatory and needs to be unique within the finance company.
Email Address: Customer email address is mandatory and has to be unique within the finance company
User Groups : A user may belong to more than one user group within a finance company and many can be supplied as detailed below.
Inactive : This field can be used to indicate whether the user needs to be active or inactive in the system.
When importing users, the format of the file has to be .csv and the above items need to be separated by a comma (,) . Example of csv file format
Example through Notepad or Notepad++
If the user belongs to more than one user group, user groups will need to be separated by a comma and will need to be included inside double quotes.
After creating the import user file, system users can be imported to Clearmatch by following the steps below,
1. Login to Clearmatch and select the asset class
2. Go to Configuration -> Security
3. Click on Import Users under User Maintenance
4. Provide the following information under upload & import page
Finance Company : Drop down list of finance companies that the signed in user has access to
Originator Group : Select the originator group the imported users will belong to
Originator : Select the originator the imported users will belong to
Integration Package: Drop down list of available integration packages for the finance company selected
Select file : this is where the .CSV file containing the users details needs to be selected. Click on t Browse and select the file
To select the file to upload, simply double click on the selected file or click on 
button.
5. After providing the information click on 
to start importing the users to Clearmatch or click on 
to go back to Security page.
After selecting Upload & Import , follow the steps in this link on how to check the status of the imported file.
Note : If an imported user already exists , details will be updated. When importing users, a user will be identified as an existing user from the username(login), Date of Birth and email address. If the system user does not exist details will be inserted.
Once the users are imported into Clearmatch
- Clearance level will default to 'Internal User'
- Business type on customer will default to "Individual"
- Marital status will default to "Single"
- Username will be auto generated
- Primary user the system for will default to "Borrow"
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