Update multiple employee profiles by importing a data file

If you have existing employees in the system, export the information to a data file, and then update the information using that data file. The data file stores the Internal ID for each employee.

This procedure is only supported from V11 SP1 and newer.

When updating multiple employees in the data file, you select unique identifier keys (Internal ID) to locate the existing employees and update their existing information.

Reimporting the information updates the existing employees.

If you export employee information and then manually remove Data Source, Employee ID, or Extension from one employee and assign it to another, the subsequent import of the information does not run. Instead, a validation message displays indicating that the ID is a duplicate.

Before you begin

Export employee information to a data file

Procedure

Update the multiple employees in the data file and save it.
Go to User Management Module that an administrator uses to create a profile for each employee in their organization.. Under Employees, select Profiles.
At the bottom of the right panel, select Import.
On the Import page, for Mode, select Update.

By default, the check box next to the unique identifier, Internal ID, is selected. In updated data files, Internal ID is set as the first column, followed by Last Name, First Name, and the rest.
Next to File to import, select Browse.
Locate and select the file to import.
Select the arrow icon next to the Delimiter box and select the delimiter to be used when importing the file. Tab is the typical delimiter.
- When importing users with a Supervisor assignment, Team Lead assignment, or who have multiple email addresses, do not use the Comma Delimiter type.
- When importing users with a Data Source assignment, do not use the Comma or Semicolon Delimiter types.
The period (.) character is not allowed in name fields such as First Name, Last Name, Middle Initial, and Suffix.
In the Number of lines to ignore at start of file, enter the number of lines.
Do one of the following:
1. To import updated information related to only some of the fields in the Import page, select the check boxes next to the appropriate fields. Provide the column number corresponding to the field in the import file.
  
  If the Organization Scoped UDF feature is activated, user-defined fields are also displayed. You only see fields defined for users within the organizations that your role and its scope allow you to see.
  
  To select a field, select the boxes next to it.
2. To import updated information related to all the fields in the Import page, select Select All.
Click Save.

The user information is updated with the information from the data file that you imported.