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Creating Guest Users via import scenario

  • October 23, 2025
  • 1 reply
  • 21 views
E
Jr Varsity II
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Hi All,

I am trying to build an import scenario that will create external user login (Guest accounts) for all of the contacts for each customer record.  

I have a user type “unrestricted external user” and it has a linked entity to the contact record.

I have created my EXCEL/CSV data provider with the Account ID, associated contacts with their email address, and the contact id (I attached some sample data that I scrubbed with fake data).

When I try to execute it, I get an error...

4 items have not been processed successfully. View name: UserList.

I really have no clue on how to do this lol. Can anyone help me?  I have about 1500 accounts to make in just a couple of days and am totally stuck.

Thank you!
 

 

Best answer by bwhite49

Try the below import scenario. I changed the below import to assign a password of TempPassword and they would be forced to change the password on the next login. The generate password solution can work if your password email is setup to run.

The important changes are...

  1. Don’t change the <Key:Username> line
  2. add dialog answer before user type to deal with the pop-up
  3. Add a save action to the end of the import scenario

 

 

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bwhite49
Captain II
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  • bwhite49
  • Captain II
  • Answer
  • October 24, 2025

Try the below import scenario. I changed the below import to assign a password of TempPassword and they would be forced to change the password on the next login. The generate password solution can work if your password email is setup to run.

The important changes are...

  1. Don’t change the <Key:Username> line
  2. add dialog answer before user type to deal with the pop-up
  3. Add a save action to the end of the import scenario

 

 

Manikanta Dhulipudi
D
Chris Hackett
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