Custom importers

Learn more about ‘Custom Importers‘ in ‘Adminstration‘

Custom Importers

Be able to effectively use the ‘Custom Importers’ functionality on your intranet.
Note: These steps apply for People, Teams, Locations & Job roles

Prequisite

Preparing your data. See full guidance here

Steps

1. Navigate to the ‘Workbar‘ and select the cog icon (Administration)
2. You will be directed to the ‘Administration’ screen.
3. Select the ‘Custom Importers‘ dropdown
4. Select People, Teams, Locations or Job roles
   
   UPLOAD
5. Upload your ‘CSV File‘ of the contents that you would like to import to the ‘Intranet
   
   REVIEW
6. Once the ‘Upload‘ has taken place you will be presented with the ‘Review‘ stage screen
7. Here you can see the ‘Columns‘, ‘Filters‘ & have the ability to ‘Export‘
8. Select the slider to ‘Show field errors‘ 
9. Resolve all errors and select ‘Import‘
   
   IMPORT
10. Once the ‘Import‘ has taken place, select the ‘Results‘ tab to view a ‘Report‘ of all imported data.

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)

SSO specific

• 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)

Notifications

Steps

1. As a ‘site admin‘ you will be ‘notified‘ via an ‘email‘ when an import is taking place.
2. As a ‘site admin‘ you will be ‘notified‘ via an ‘email‘ once the import is complete.