1. Template Field Information

Before beginning any bulk upload or update, review this section carefully.
It contains all editable fields, required values, and system rules.

1.1 Using Search Before Exporting (Required for BOTH Upload & Update)

Before you begin, you’ll need the correct upload template or user information.

Go to User Administration.
In the search field, enter the name of an existing user whose account setup is similar to the new users you want to create.
Select Export for your latest Template.
Save the file to your computer.

This step ensures:

Correct companyStructure and physicalLocation
Correct information needed
Fewer rows to delete
Template with correct field structure

Important:
Do not add, remove, or rename any columns in the template.

1.2 User Data Template - Full Field Definitions

Column	Example	Notes
id	`5457724`	* System-generated. Do NOT edit. Used to identify existing users during updates. Leave blank for new users.
forwoodUuid	`bdasfki-2692-45ad-bff3ca4ca0a`	* System-generated. Do NOT edit. Leave blank for new users.
username	`john.smith`	* Must be lowercase, can include numbers, hyphens, underscores, and periods.
email	`john.smith@company.com`	*Must be unique and valid.
firstName	`John`	* Text only.
middleName
lastName	`Smith`	* Text only.
preferredName	—	Text only. Optional
roles	`SiteAdmin, MapReportAccess, TeamAccess`	Can be left blank. Default role auto-assigned based on Job Role Category (JRC). Only add additional roles. Comma-separated, case-sensitive.
status	`ACTIVE`	* Accepted: ACTIVE, DISABLED (case-sensitive).
phoneNumber	`12345678`	Optional. Numbers only, no spaces.
companyStructure	`Forwood Safety`	* Must match system list exactly.
physicalLocation	`Site Area`	Must match site list exactly.
locale	`en`	* Accepts Locale codes.
timezone	`Australia/Brisbane`	Optional. Must be valid TZ database value.
clientUserId	`09333333`	Optional. Must be unique. Numbers only.
jobRoleCategory	`Operator`	* Value is either Operator, Supervisor, Manager or External
employmentStatus	`Employee`	* Value is Employee, Contractor or Other
contractorCompany	`Company AAA`	Only use if employmentStatus = Contractor. Must match Teams naming convention. Case-sensitive. The contractor company must first be set up in the Teams in order to assign it. Must match Teams naming convention. Case-sensitive
inCrmLeadershipRole	`TRUE`	Optional. Accepted: TRUE / FALSE.
inOperationalRole	`FALSE`	Optional. Accepted: TRUE / FALSE.
federatedIdentity	`FALSE`	Optional. Accepted: TRUE (SSO) / FALSE (non-SSO).
federatedIdentityDetails	`Forwood`	Mandatory if SSO is true.
delegateUuid	—	Uuid of person in charge. Mandatory if managed is TRUE.
delegateEmail	—	* Email of person in charge. Mandatory if managed is TRUE.
managed	`False`	Optional. Accepted: TRUE / FALSE. If TRUE → delegateUuid and delegateEmail required. For more information read here.
dac	`FSS391273`	Reveal value of latest DAC.
dacCreatedAt	`2024-07-16T06:32:33`	Reveal when the DAC was created.
generateNewDac	`True`	Optional. Accepted: TRUE / FALSE. Note: DAC fails if user has both CRM and SafetyPlus product access — only ONE product allowed. DAC generation can only happen after a NEW user has been saved.
dacTarget	`CRM`	Mandatory if user is using both CRM and SafetyPlus. Select which product DAC is needed.
mfaEnabled	`True`	Optional. Accepted: TRUE / FALSE.
mfaType	`Email`	Optional. Currently only supported value: Email.

2. How to Bulk Upload New Users

Use this process when creating new user accounts.

2.1 Download the Template

Go to User Administration
Use the search bar to filter for a user with similar structure
Click Export
Save the file

2.2 Prepare Your File

Clear system fields (id, forwoodUuid, delegateUuid, delegateEmail)
Add new users as new rows
Copy and paste field required.
Delete unnecessary columns (createdAt, updatedAt, lastLogin)
Delete first row used to copy information
Save as .xlsx

2.3 Upload Your File

Go to Batch Process → New Batch Process
Drag or select your file
Click Upload

2.4 Validation

File Format Validation Fails If:

File is not .xlsx
Columns renamed or rearranged
Merged cells or hidden characters exist

Data Validation Fails If:

Required field missing
Value does not match allowed list
Format incorrect (roles, locale, structure, etc.)

Fix errors → re-upload.

2.5 Submit the Batch

Click Start Process
Confirm “Yes”
System will create all users

2.6 Check Results

Go to Transaction Page
Review Success or Fail logs for details

3. How to Bulk Update Existing Users

Use this process for modifying user details (e.g., location, roles, names, or deactivating an entire structure's user).

3.1 Export Users for Update

Go to User Administration
Use search to filter users, structure, roles needing updates
Click Export
Save the file

3.2 Prepare Your Update File

Keep ID AND email
Delete rows for users you aren’t updating
Only keep columns you need to change
If updating structure or site include both fields
Remove last 3 columns
Save as .xlsx

3.3 Upload, Validate, Submit

Same process as new users:

Batch Process → New
Upload
Fix validation errors
Start Process
Review logs

4. Bulk Create DACs for Existing Users (Selected Users)

Use this process to bulk generate new DACs for users who already exist in the system. This uses the same Bulk Changes to Existing Users batch process. This is helpful when DACs need to be reissued or regenerated for a selected group of users.

4.1 Export the Selected Users

Go to User Administration.
Filter or select the users who need a new DAC.
Click Export to download the Excel file. The export includes three DAC-related columns:
- dac - Shows any existing DAC value for the user.
- dacCreatedAt - Shows the date and time the DAC was created.
- generateNewDac - Defaults to FALSE.

These columns are reference fields. Only generateNewDac should be edited.

4.2 Mark Users for DAC Generation

In the generateNewDac column, change the value from FALSE to TRUE (or 1) for each user who needs a new DAC.
Remove Users that do not need to receive a new DAC.

4.3 Save and Run the Batch Process

Save the updated file as .xlsx.
Go to Batch Process → New Batch Process.
Upload the file and complete validation.
Click Start Process to apply the changes.

Once complete, the new DAC values appear in User Administration and an email will be sent to users.

DAC generation will fail if a user has access to both CRM+ and Safety+ products. Make sure to fill dacTarget field to CRM or Safety to specify the correct product.

5. Troubleshooting Common Errors

❌ “Value does not match predefined value”

Check correct formatting for roles, languages, job categories, or status.

❌ “Email already exists”

The user account might already be in the system.

❌ "Field is required"

A mandatory field is blank.

❌ File fails during ‘Validation File Format’

Ensure:

It is saved as .xlsx
No columns were renamed
No hidden spaces or merged cells

❌ Contractor fields missing

If employmentStatus = Contractor, the field contractorCompany must be completed.

❌Saved user record but Failed to generate DAC

The system cannot generate a DAC when the user has access to both CRM and SafetyPlus products. You must select only one product for the user before generating a DAC.

6. Best Practices

Export a clean file every time before uploading
Do not modify column names
Fix errors directly specified from the failure log
Re-upload after corrections

7. Need Assistance?

Contact Forwood Support with:

Your .xlsx file
Error file
Screenshot of the batch page

How to Bulk Upload or Update Users in Forwood (Batch Process Guide)