Exporting and Importing POS User Information

You can import and export POS user information to/from the Back Office in Excel format. Excel import can be also used to add new POS users to the Solteq Commerce Cloud.

Example of a POS Users Excel file:

PosUsers.xlsx

Editing POS User Information with Export/Import

1. (optional) You can narrow down the list of POS users to be exported by

   1. searching for POS users by entering a search term to the Search… field, or

   2. clicking the Filters menu and selecting either Is active: Yes or No from the drop-down menu. Click then Apply filters to update the view.

2. Click the Export to Excel icon.

   

3. The PosUsers.xlsx Excel file is downloaded to your computer.

4. Open the file in a suitable program such as Excel and edit the information.

   • Do not change the the User ID field of the POS user, because that will result in system creating a new POS user when the file is imported back to the system.

   • POS user lists can be used for other purposes than importing them back to the Back Office; importing any files that have been exported from the Back Office is not mandatory.

5. Save your changes to the Excel file and click the Import from file icon in the toolbar.

   

6. Select the file you saved and click Open.

7. If the import was successful, the notification File has been successfully uploaded is displayed in the Back Office.

8. You will receive a message in your e-mail when the processing is done. If importing the file was unsuccessful, the e-mail also contains the reason(s) for this.

Create New POS Users with Excel Import

1. In the POS Users view, click the Export to Excel icon.

   

2. The PosUsers.xlsx Excel file is downloaded to your computer.

3. Open the file in a suitable program such as Excel and enter the new POS user details; see the table below.

   • Leave the User ID fields empty; the system will create the IDs when the file is imported back to the system.

4. Save your changes to the Excel file and click the Import from file icon in the toolbar.

   

5. Select the file you saved and click Open.

6. If the import was successful, the notification File has been successfully uploaded is displayed in the Back Office.

7. You will receive a message in your e-mail when the processing is done. If importing the file was unsuccessful, the e-mail also contains the reason(s) for this.

8. The new POS Users should now be listed in the POS Users view of the Back Office when you refresh the view.

POS User Excel Fields