Best practices for Imports

  • Run large extracts, or extracts with a significant number of changes, outside of peak site usage hours
  • Either create users, teams, locations, and job roles via the importer or do it manually via ‘User Management’ (avoid using both)
  • If you’re using Single Sign-On (SSO) authentication, new users must be created via the user import, as they must be assigned a value in the Authname field
  • If you’re using SSO, your data source for CSV generation as a best practice should be your SSO identity provider (e.g. Active Directory, Azure, Salesforce)