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

(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.
Click the Export to Excel icon.

Export to Excel icon in POS Users view
The PosUsers.xlsx Excel file is downloaded to your computer.
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.
Save your changes to the Excel file and click the Import from file icon in the toolbar.

Import icon in POS Users view
Select the file you saved and click Open.
If the import was successful, the notification File has been successfully uploaded is displayed in the Back Office.
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

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

Export to Excel icon in POS Users view
The PosUsers.xlsx Excel file is downloaded to your computer.
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.
Save your changes to the Excel file and click the Import from file icon in the toolbar.

Import icon in POS Users view
Select the file you saved and click Open.
If the import was successful, the notification File has been successfully uploaded is displayed in the Back Office.
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.
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

Field	Type	Mandatory/Optional	Description
User ID	string	M	User ID in the Solteq Commerce Cloud. If this field is left empty, a new POS user will be created when the Excel file is imported into the Back Office.
First name	string	M	First name of the POS user.
Last Name	string	M	Last name of the POS user.
External ID	string	O	External ID of the POS user.
Cost unit	string	O	Cost unit(s) of the POS user, separated with a semicolon.
Language	string	M	Language of the POS user. EN (English) FI (Finnish) SW (Swedish) PO (Polish) DA (Danish)
Handedness	string	M	Handedness of the POS user: Right or Left.
Identifier	string	O	Identifier (PIN code) of the POS User.
Is active	boolean	M	TRUE or FALSE.
Track shifts	boolean	M	TRUE or FALSE.
Active from	string	O	Start date of POS user employment, in format DD.MM.YYYY.
Active to	string	O	End date of POS user employment, in format DD.MM.YYYY.