Import User Access Records

Use this program to:

Add new Users to to the Edit User Access File from data entered on an Excel spreadsheet.
Update data on existing Edit User Access File records from data entered on an Excel spreadsheet.

I. CREATING THE SPREADSHEET

A. Create the spreadsheet on a PC or computer that is also used to access CARS+.

Click here to download a template file with the header row already completed.

B. Entering data in the spreadsheet
Although the link above provides a template, the columns for the spreadsheet do not need to be in any particular order, and all columns need not be present. For your own purposes, the spreadsheet can contain additional columns unknown to CARS+. What is required is that the columns that contain data to be merged MUST have the column header specified in the chart shown at the end of this chapter.

Create a row for each User Code record that should be imported or updated.

Enter the data to be added or changed in the appropriate column(s). (See the "User Tip" below regarding the date format.)

A blank field in the spreadsheet will cause the corresponding field in CARS+ to be cleared. This means that when entering a record into the spreadsheet, the complete record needs to be entered, not just the fields that are being changed.

User tip: Date format can be either:

YYYYMMDD (Example: 20231130 for November 30, 2023)

The local date format of either: MM-DD-YY or DD-MM-YY (This is specified in Edit Misc Control Record.)

C. Naming the spreadsheet file.

When saving the spreadsheet, the name assigned to it should follow Unix file name conventions which are:

Maximum of 10 characters for example 20231130US.csv for November 30, 2023, and US for (U)ser (A)cess

No spaces or slashes in the name

D. Saving the spreadsheet.

First save it in your spreadsheet program's native format (for example if using Microsoft's Excel program, save it as .xls).

Re-save a copy in .csv format.

If an error in the data is discovered by the merge program, go back to the file in the native format and easily make any corrections. Then re-save it again as a comma delimited file (.csv format).

It is the copy saved in .csv format that will be used for the import. The first row of column headers must be included.

II. UPLOADING THE FILE FROM THE PC TO CARS+

Create the spreadsheet on a PC or computer that is also used to access CARS+. Once the spreadsheet is saved in the csv format, sign into CARS+ using the same computer.

To access the Import User Access Records program, type IMPUAF(RET) at any menu "OPTION:" field or the appropriate line number on the Hertz Canada programs menu from the Country Specific Menu.

A browser window will appear. Select the csv file from your PC and click "Send".

III. RUNNING THE IMPORT PROGRAM

The screen will then display:

OPTION: __ Import User Acess Records

1 Filename

NOTE: DATE FORMATS HAVE CHANGED. ACCEPTABLE FORMATS ARE:
MM-DD-YY
YYYYMMDD

1DO IMPORT2 3ERASE 4UPLOAD 5BACKUP 6 7HELP 8

Enter data as follows:

1.FILE NAME

The file can be loaded for processing by either:

a. typing the file name in this field - or
b. searching for it. To search, press F6 from this field. A search window will appear on the lower half of the screen. An example is shown below. Select the appropriate file by typing the row number.

OPTION: __ Import User Access Records

1. Filename

Option: _ FILE SEARCH
F2=NEXT 8 F4=PREV 8
File Name Create Date
1 edtuaf-101112.csv Oct 11 12:00
2 edtuaf-100312.csv Oct 3 14:20

** No More Records **

Press F1 to begin the import process.

A table listing the required column headers of the data in the spreadsheet is shown below.

Required Column Header	Field in EDITUAF	Notes
Clone_from		Required. Existing Employee code to use as the template for creating new users. Same function as the ADDUSER program.
User_Code	Employee	Required. Do not enter the prefix assigned to all employee codes
First_Name	Empl First Name	Required.
Last_Name	Empl Last Name	Required.
Payroll_No	Empl Payroll#
Restrict_Loc	Restrict Location
Region	Employee Address State
Prefix	Employee	Enter the 2 or 3 character prefix assigned to all users for this business.
Exp_Date	Account Exp Date	See note on entering dates in the introduction above.