Bulk Upload - External Users

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External Users Upload Requirements
Required Columns:
  • username - Unique username for login
  • email - Unique email address
  • first_name - User's first name
  • last_name - User's last name
  • organization_code - Must exist in organizations
  • employee_code - Unique within organization
Optional Columns:
  • phone - Contact phone number
  • designation - Job title
  • department - Department name
  • roles - Comma-separated role names
  • is_active - TRUE/FALSE (default: TRUE)
Important Notes:
  • Organization code must exist in external_organizations table
  • Employee code must be unique within the organization
  • User type will automatically be set to 'EXTERNAL'
  • Users will be linked to external employee records
  • Existing users will be updated with new information
  • Username and email must be unique across all users
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