User Import

Bulk create or update user accounts in CoolR. Existing users are matched by Email and updated in place.

See Overview for authentication, file formats, response structure, and import order.

Endpoint

POST https://portal.coolrgroup.com/Controllers/Import.ashx?type=User

UI access

• Playbook App: Master Data → Users → Manage Data → Import

Columns

Formats: .csv, .xlsx / .xls, .json — Download template

Column	Alias	Required	Type / Max Length	Validation	Notes
Basic Information
First Name	FirstName	Yes	String, max 150	Must be non-empty	—
Last Name	LastName	Yes	String, max 150	Must be non-empty	—
Email	PrimaryEmail	Yes	Email, max 250	Valid email format	Converted to lowercase; used to match existing users
Phone	PrimaryPhone	Yes	String, max 150	Must be non-empty	—
Role	—	Yes	String, max 150	Must be non-empty	—
Employment & Organization
Employer	EmployerName	No	String, max 150	—	—
Market	MarketName	No	String, max 150	—	—
Key Account	KeyAccountName	No	String, max 150	—	—
Classification	ClassificationName	No	String, max 150	—	—
Distributor	DistributorName	No	String, max 150	—	—
Preferences
Preferred Notification Type		No	String, max 150	—	-

Examples

CSV

First Name,Last Name,Email,Phone,Role,Employer,Market
John,Smith,john.smith@example.com,+1-555-0123,Field Representative,ABC Company,North Region
Jane,Doe,jane.doe@example.com,+1-555-0456,Manager,ABC Company,South Region

JSON

{
  "data": [
    {
      "FirstName": "John",
      "LastName": "Smith",
      "PrimaryEmail": "john.smith@example.com",
      "PrimaryPhone": "+1-555-0123",
      "Role": "Field Representative",
      "EmployerName": "ABC Company",
      "MarketName": "North Region"
    },
    {
      "FirstName": "Jane",
      "LastName": "Doe",
      "PrimaryEmail": "jane.doe@example.com",
      "PrimaryPhone": "+1-555-0456",
      "Role": "Manager",
      "EmployerName": "ABC Company",
      "MarketName": "South Region"
    }
  ]
}

API import

curl -X POST 'https://portal.coolrgroup.com/Controllers/Import.ashx?type=User' \
  -H 'Cookie: .ASPXAUTH=your-auth-token' \
  -F 'file=@users.csv'

Replace users.csv with users.xlsx or users.json as needed.

Response

See Overview - Response format for response structure and error handling.

Common errors

Error	Cause	Fix
Missing required field: First Name	Empty first name	Fill in First Name for every row
Missing required field: Last Name	Empty last name	Fill in Last Name for every row
Missing required field: Email	Empty email	Fill in Email for every row
Invalid email format	Invalid email address	Provide a valid email in user@domain.com format
Missing required field: Phone	Empty phone number	Fill in Phone for every row
Missing required field: Role	Empty role	Fill in Role for every row

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For support, contact support@coolrgroup.com