Troubleshooting CSV user import without emails being sent
Who is this article for?
Users who want to learn about troubleshooting CSV user import in Please Review without emails being sent.
Please Review Server Access is required
Note that this relates to the native Please Review CSV import only and does not apply to the importing users in Ideagen Hub/Mazlan Home.
Emails are normally sent when adding users to PR using the web interface, unless the option is select to not send a welcome email. However, with csv imports there is no such option. This article outlines the process to prevent users getting welcome emails when performing a csv import.
1. Updating the Email Template
When importing users from a .csv to a workgroup there is no way to disable welcome emails being sent.
- The welcome email template can be temporarily modified so that the recipient address directs emails to a designated inbox where they are effectively withheld from user distribution To do this:
- Access the server by logging in.
- Using Windows File Explorer, locate the Please Review folder.
- Navigate to
- Runtime
- Config
- EmailTemplates
- Duplicate the file named NewUser.xsl, preserving it as a backup under a distinct name, for example, NewUser.xsl.original.
- Open the NewUser.xsl file using a plain text editor like Notepad.
- Modify the file content to substitute the existing recipient address.
- So that it is sent to an address that will bin off the emails, such as noreply@pleasereview.net.
- Once the modifications are completed, save the changes to the file.
- Navigate to the Windows start menu and execute Services.msc.
- Proceed to restart the TaraService service on the server.
Note: Perform this action only once, ensuring no rapid succession of restarts. Any ongoing processes will be attempted again at least once after the restart..
- Import your user data into the system.
- Subsequently, rename the modified NewUser.xsl file to something like NewUser.xsl.NotSending.
- Then, restore the original file by renaming NewUser.xsl.original back to NewUser.xsl.
- Repeat the process of restarting the TaraService to resume the delivery of new user emails.
- If your server is hosted by Ideagen, you can initiate a Support ticket to coordinate this adjustment alongside your user import process.
- If you prefer to permanently halt the delivery of such emails to users, you may omit steps 13 and 14.