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Use the reference table below to help you correctly format the user data you want to import via the User Data Loader.
To import user data via the User Data Loader, your user role must have unrestricted access to the User Data Loader feature in System Roles (Manage Features > User Manager Features).
To import user data and review previous imports, go to Manage Center > Users > User Data Loader.
More than five levels of organization hierarchy can be included in the CSV file if there are more than five levels defined in the LMS.
Table: User Data Loader Field Reference
| Field | Content | Data Handling |
| Action | Control Action (Either Add, Delete or Update) | Must be "A", "D", "U", or "AU" (Add, Delete, Update, Add or Update as appropriate) |
| UserID | User ID | A Unique ID That Conforms to PeopleFluent LMS ID constraints. User IDs are stored in lowercase. (Max field length: 85 characters) |
| BirthDate(dd-mmm-yy) | Date of Birth |
The following date formats are supported:
Enter NONE for no specified date. For dd-mm-yy and dd-mmm-yy formats where the year component may be ambiguous, the date is assumed to be in the past unless it results in a date that is over 80 years ago, in which case it will be assumed to be a date in the future. |
| City | Contact Info - City | Any Text (Max field length: 50) |
| Company Address 1 | Contact Info - Address 1 | Any Text (Max field length: 150) |
| Company Address 2 | Contact Info - Address 2 | Any Text (Max field length: 150) |
| CompanyName | Contact Info - Company Name | Any Text (Max field length: 50) |
| Cost Center | Cost Center | Any Text (Max field length: 45) |
| Cost Center Name | Cost Center Name | Any Text (Max field length: 85) |
| Country | Contact Info - Country | Any Text (Max field length: 3) Note: ISO 3166-1 alpha-3 |
| DeptId | Department ID | Any Text (Max field length: 85) |
| Department | Department Name | Any Text (Max field length: 85) |
| Direct Appraiser | Manager -- whoever can authorize |
This must be a PeopleFluent LMS User ID. If System Configuration option "Require Direct Appraiser or Organization Approver to exist for User CSV upload" is enabled then it is required that the Direct Appraiser's User ID should already exists in the system or the non-existing Direct Appraiser has to be defined for creation in a row that is before assigning the Direct Appraiser to a user within the CSV file. If the option is disabled, then it is not required that the Direct Appraiser's User ID should already exist in the system. System will not automatically create the missing user. |
| E-mail Address | Valid E-mail (Max field length: 150) | |
| Employee Num | Employee Number | Any Text (Max field length: 85) |
| EmploymentCountryCode | Contact Info - Country | Any Text (Max field length: 3) Note: ISO 3166-1 alpha-3 |
| ExpirationDate | Expiration Date |
The following date formats are supported:
Enter NONE for no specified date. For dd-mm-yy and dd-mmm-yy formats where the year component may be ambiguous, the date is assumed to be in the past unless it results in a date that is over 80 years ago, in which case it will be assumed to be a date in the future. |
| ExternalAuthentication | External Authentication | "Y" or "N". Defaults to "N". |
| FamilyName | Surname or Last Name | Any Text (Max field length: 85) |
| Gender | Gender | Any Text (Max field length: 1) |
| GivenName | First Name | Any Text (Max field length: 85) |
| HR Mgr | For E-mails / Approvals | Any Text (Max field length: 85) Special Cases |
| HR Mgr Email | For E-mails / Approvals | Any Text (Max field length: 85) |
| LanguagePref | Language | ISO 2-char codes: en, fr_CA, es_ES,... |
| ManagerName | Manager Name | Any Text (Max field length: 85) |
| ManagerEmail | Manager E-mail | Any Text (Max field length: 85) |
| Job Title | Title of Employee | Any Text (Max field length: 85) |
| Join Date(dd-mmm-yy) | Date the Employee Joined the Company |
The following date formats are supported:
Enter NONE for no specified date. For dd-mm-yy and dd-mmm-yy formats where the year component may be ambiguous, the date is assumed to be in the past unless it results in a date that is over 80 years ago, in which case it will be assumed to be a date in the future. |
| Location Code | Location Code | Any Text (Max field length: 85) |
| MiddleName | Middle Name | Any Text (Max field length: 85) |
| Mobile | Contact Info - Mobile | Any Text (Max field length: 85) |
| OtherName | Middle Name | Any Text (Max field length: 85) |
| Password | LMS Native Password |
Any string that meets the system-configured password security requirements. When you add a new user and set the password to *GENERATE*, a random generated password is saved and sent to the user via a New User Welcome E-mail, if one is configured. An administrator can set up an email template with the Reset Password parameter ({reset_password}) in the Email Template Editor and configure it as the New User Welcome Email in System Configuration. |
| Personal Title | Title of the Person (Mr., Mrs., Dr. ...) |
Any of Currently Defined Titles |
| Phone | Phone Number | Any Text (Max field length: 85) |
| PostalCode | Contact Info - Postal Code / ZIP | Any Text (Max field length:50) |
| Province State | Contact Info - Province / State | Any Text (Max field length:50) |
| Skin | Skin | Skin Name |
| Status | User Account Status |
One of:
|
| TeleFax | Contact Info - Telefax | Any Text (Max field length: 85) |
| TimeZone | Time Zone | Time zone ID |
| Email Forwarding | E-mail Forwarding | Must be "N", "D", "H", "O", "E" (N/A, Direct Appraiser, HR Manager e-mail, Organization Approver, E-mail address as entered below). Defaults to "N". |
| Forwarding Email Address | Alternative Mail | Valid E-mail (Max field length: 150) |
| User Option 1 | User Option 1 | Any Text (Max field length: 100) |
| User Option 2 | User Option 2 | Any Text (Max field length: 100) |
| User Option 3 | User Option 3 | Any Text (Max field length: 100) |
| UserRole | User Role ID | Any Text (Max field length: 85) |
| AdditionalRoles | Additional Roles | A list of Role IDs separated by a space e.g. "S G M D" or just ONE letter e.g. "S". This column is ignored if the System Configuration option 'Allow additional roles' is disabled. |
| AssignRoles | Assign Roles | A list of Role IDs separated by a space e.g. "S G M D" or just ONE letter e.g. "S". This column is ignored if the System Configuration option 'Allow additional roles' is disabled. |
| UnassignRoles | Unassign Roles | A list of Role IDs separated by a space e.g. "S G M D" or just ONE letter e.g. "S". This column is ignored if the System Configuration option 'Allow additional roles' is disabled. |
| UserAttr1 | User-Defined Attribute 1 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr2 | User-Defined Attribute 2 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr3 | User-Defined Attribute 3 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr4 | User-Defined Attribute 4 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr5 | User-Defined Attribute 5 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr6 | User-Defined Attribute 6 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr7 | User-Defined Attribute 7 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UserAttr8 | User-Defined Attribute 8 | If configured as drop-down boxes, value should be user attribute code, max field length: 85. Otherwise, max field length: 1,000 |
| UA-label.Add | User-Defined Attribute Extension (if there are any) | Any Text (Max field length: 85) |
| initialURL | First Screen |
Screen ID must be a number:
|
| NewUserId | New User ID | A Unique ID That Conforms to PeopleFluent LMS ID constraints |
| Content Server | Content Server Name | Value should correspond to a Content Server Name |
| Supervised Groups | User groups supervised by the User | User group names separated by vertical bars, e.g., group1|group2|group3 |
| Supervised Organizations | Supervised Organizations | Full organization hierarchy to be supervised by the user in question with level codes separated by forward slash, use vertical bar to separate between multiple hierarchies, e.g., ROOT/level1org/level2org|ROOT/level2org/level3org |
| User Profile Account | User Profile Account | "Y" or "N". Defaults to "N". |
| JobProfiles | Job Profiles | A list of job profile reference codes, separated by vertical bars, e.g., ENGINEER|IT_CONSULTANT |
| User Group | User Groups where User is specifically identified as a member | A list of User Group Names, separated by vertical bars, e.g., group1|group2|group3 |
| SendResetPasswordMail | Reset Password with System-Generated Password | "Y" or "N". Defaults to "N". Reset password on an existing user using a system-generated password to be included in the New Password email. This is applicable for Update action and any Password value defined is ignored. Ensure that it's an one-time update on an existing user instead of a recurring user update job. |
| Level1Code | Organization Hierarchy Level 1 Code | Any Text (Max field length: 85). Defaults to Unassigned. |
| Level1Desc | Organization Hierarchy Level 1 Description | Any Text (Max field length: 85) |
| Level1ApproverID | Organization Level 1 Approver | It is required that the User ID already exists in the system. If not, the non-existing Approver has to be defined for creation in a row that is before assigning the Approver to a new organization within the CSV file. |
| Level2Code | Organization Hierarchy Level 2 Code | Any Text (Max field length: 85). Defaults to Unassigned. |
| Level2Desc | Organization Hierarchy Level 2 Description | Any Text (Max field length: 85) |
| Level2ApproverID | Organization Level 2 Approver | It is required that the User ID already exists in the system. If not, the non-existing Approver has to be defined for creation in a row that is before assigning the Approver to a new organization within the CSV file. |
| Level3Code | Organization Hierarchy Level 3 Code | Any Text (Max field length: 85). Defaults to Unassigned. |
| Level3Desc | Organization Hierarchy Level 3 Description | Any Text (Max field length: 85) |
| Level3ApproverID | Organization Level 3 Approver | It is required that the User ID already exists in the system. If not, the non-existing Approver has to be defined for creation in a row that is before assigning the Approver to a new organization within the CSV file. |
| Level4Code | Organization Hierarchy Level 4 Code | Any Text (Max field length: 85). Defaults to Unassigned. |
| Level4Desc | Organization Hierarchy Level 4 Description | Any Text (Max field length: 85) |
| Level4ApproverID | Organization Level 4 Approver | It is required that the User ID already exists in the system. If not, the non-existing Approver has to be defined for creation in a row that is before assigning the Approver to a new organization within the CSV file. |
| Level5Code | Organization Hierarchy Level 5 Code | Any Text (Max field length: 85). Defaults to Unassigned. |
| Level5Desc | Organization Hierarchy Level 5 Description | Any Text (Max field length: 85) |
| Level5ApproverID | Organization Level 5 Approver | It is required that the User ID already exists in the system. If not, the non-existing Approver has to be defined for creation in a row that is before assigning the Approver to a new organization within the CSV file. |
Additional Information
