Updated as of Version 26.02.
Ready to upgrade? Contact PeopleFluent Support.

Merge User Accounts

There may be instances where you need to consolidate user accounts.  For example, if a registered user leaves an organization, changes their name and re-registers with a different user ID.  Or, if your organization uses multiple assignments and would like to merge two assignment accounts into a single user account.  The LMS allows you to merge account, using one of the following options:

  • User ID Migration - with this option, you can perform only one merge at a time, but it allows you the option to move just the ownership records and what to do with the source account after the merge.
  • Merge User IDs Data Loader - this option allows you to bulk merge user accounts, however there are no options to choose which records are migrated to the target account or what happens to the source account. The migration transfers all records from the source account to the target account (excluding preferences and basic properties). After migration, the source user account is deleted.
To migrate user accounts, your role must have unrestricted access to the User ID Change feature.

Merge User Accounts with User ID Migration

  1. Go to Manage Center > Users > User Manager > User ID Migration.
  2. Click the Source User ID link and select the source user. You can only select one user.
  3. Click the Target User ID link and select the target user.
  4. Click the Migrate ownership records only to merge only those fields.
  5. In the After migration: section, select an option to specify what happens to the source user account when the merge is complete.
  6. Click Execute.

Merge User IDs with the Data Loader

Create the Import File

  1. Go to Manage Center >  Users > User Manager > Merge User IDs Data Loader. CSV download and import actions are located on the right side of the screen.

csvtemplate.png

  1. Click Download CSV file template.
  2. Prepare the file for import.

Click the CSV Formatting Help link for important guidelines around preparing the file for import. 

  • CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file.
  • As an alternative, you can edit CSV files in a text editor. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
  • If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).

Import User IDs to Merge

  1. Go to Manage Center > Users > User Manager > Merge User IDs Data Loader.
  2. Click + Import CSV file.
  3. Click Choose File to select the CSV file to upload.
  4. Configure the import fields:
  • Encoding - If your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
  • Delimiter - Select the delimiter used to separate fields in your CSV file. 
  1. Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
  2. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
  3. If any records fail to import, you can return to the CSV Loader page and click the CSV Error Report link for the failed import. The report downloads to your desktop as a copy of the original file, with error messages included for each record that couldn't be imported.

Are you a PeopleFluent administrator?
Check out our Help Center or Contact Support.

Was this article helpful?

0 out of 0 found this helpful