Skip to main content

Legal

Recommended products

Questions? We are here to help
Contact us

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Administration

Export and import users

You can export user details, locations, and group assignments for all users or selected users. Additionally, you can import to update or remove user details, locations, and group assignments.

Export all users

  1. Sign in to ONESOURCE, then select
    Administration
    . The screen defaults to
    Users
    .
  2. Select
    Export
    , then
    Export All
    .
  3. Go to the
    Notification Queue
     to view the export information.

Export individual or a select group of users

  1. Mark the checkboxes next to an individual name or several names.
  2. Select
    Export
     on the toolbar, then select
    Export
     again on the screen.
  3. Select the options for
    User Details & Group Assignments
     that you want to export, then select
    Export
    .
  4. Go to the
    Notification Queue
     to view the export information.

Import users

  1. Select
    Import
    .
  2. Choose the import file, then select
    Open
    . The import file is added to the system.
  3. Go to the
    Notification Queue
     to view the import status.

View exports and imports on the notification queue

  1. Select
    Notifications
    , then
    Notification Queue
    .
  2. Refer to Add new import template to make changes to a template or make a new template.

This article applies to:

  • PRODUCT: ONESOURCE Platform
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close