Import People Directory

The following step-by-step guide provides instructions on how to import your organization’s people directory using the Global CCSS file as a reference. 

This file enables users to seamlessly import and organize all relevant data into the portal, ensuring a smooth and efficient integration process.

1. From the Landing Page, click the ‘Imports’ Module. 

Within this module, you will find a list of previously completed imports. If no imports have been performed yet, this section will be blank.

2. Under the Filters section, click the 'Import' button. This action will direct you to the imports page, where you can upload the import file and initiate a new import job.Step 1: General

3. Select the appropriate 'Import type' from the drop-down menu. For this guide, choose 'Global CCSS File' as the import type, as it provides a comprehensive coverage for various data needs.

4. A Microsoft Excel file will then be available; click on the 'link' to begin the download process.The template will automatically download in .xlsx format and can be found in your computer's Downloads folder.

5. 'Open the .xlsx file', where you will find the initial rows containing 'detailed instructions' on how to correctly fill out the import file. 

6. Once you have reviewed and understood the instructions, proceed to 'delete rows 2 through 13'.

7. Using the sample data provided, 'add, edit, or remove contract information' according to the specified headings.

Please note that the email address and personal number are mandatory fields; at least one of these must be included to ensure a successful import. 

8. After entering the necessary data, 'remove the sample data'.

9. Once you have finished, 'save the file' in a folder where it can be easily retrieved.

10. Return to the Corporate Portal and click ‘Next’.Step 2: Upload File

11. 'Upload the file' to the Portal for verification.  

If the upload fails verification, return to the import template and ensure all data has been entered correctly, and any unnecessary rows have been deleted.

12. If the upload passes verification, click 'Next' to proceed.Step 3: Parameters

13. Select your preferred 'keyfield'.

14. Remove Unmatched? – When set to 'OFF', only new entries will be added, and existing entries will be modified; no entries will be deleted. When set to 'ON', any entries not present in the import file will be removed from the directory.

15. Once you have configured these settings, click 'Next' to continue.Step 4: Confirmation

16. If all parameters have been entered correctly, click 'Confirm'.

You will then be redirected to the import page, where you can monitor the progress of the import job.