The CSV Import feature in Insightful provides a convenient and efficient way to manage your organizational structure and user access. This includes teams, management levels, and role-based access. It provides a simpler way to add, edit and remove employees, managers and admins in bulk.
Configuration
This option is available to Admins only, and the first step is setting up the Directory integration through CSV Import - via the Settings → Integrations menu. Once the setup is complete, admins can upload the CSV files and initiate the import.
When activating CSV Import, please carefully review the function of the Approval Threshold and Scope Inheritance settings to optimize this feature and tailor it to your needs effectively.
Approval Threshold
The Approval Threshold is a mandatory setting that determines when and if user approval of the changes made through CSV upload is required. Users can set a numerical threshold for changes per sync, and exceeding it triggers an approval request, while staying below allows automatic processing.
Options also include Always Required (threshold: 0) for manual approval of every sync or Without Approval (threshold: 100,000) to auto-approve all syncs.
Scope Inheritance
When enabled, this toggle allows a manager’s user scope to be shared or inherited by others, managed entirely through CSV data. For inheritance to occur during a sync, the toggle must be on, and the CSV file must include "scope_inheritance = TRUE" in the relevant manager’s column.
CSV Files Upload
Upload of CSV files can be done either directly via Insightful Dashboard or via API. The data must be in a specific format to work and sync properly. You can use the provided templates for Users and Employees and review the article on creating and populating a CSV file.
For the instructions on how to upload the CSV file via API - please refer to the instructions from the dashboard and our API documentation.
Once in 12 hours
A file upload and the synchronization can be done no more than once in the 12 hours period and this applies for both manual upload of CSV files and the upload through API.
You can upload files for users and employees separately.
Users dialog is used to manage access to the Dashboard for Admins and Managers and to allocate their scope.
Employees dialog is used to import employees and perform changes such as deactivation, transfer into the right Teams, Team creation if it doesn't exist, etc.
Very important notes
The CSV files must be in the right format to be successfully processed. To obtain the templates in the correct format, follow these steps:
After you visited to the Integrations page, selected CSV import and activated it, click the Upload CSV File at the bottom right corner of the CSV Import → About tab,
Click on Download Template above the dialogs for Users and Employees,
Both Users.csv and Employees.csv files should be uploaded at the same time, otherwise the upload cannot be initiated.
When uploading the CSV files, bear in mind that data from CSV files will override the current data (environment) on the dashboard.
For example, if CSV sync is done and the active Admin’s email isn’t in the Users.csv file, they will lose their access to the account. The same rule applies to Employees, meaning that employees that are already on the dashboard, but not in the .csv file, will be deactivated after the successful sync.
Synchronization progress and history
After initiating the CSV files upload, you can find the synchronization progress and history on the Settings → CSV Import → History tab.
If the number of changes is larger than the Approval Threshold set up in the initial configuration, admins must review the requested changes to Approve / Reject them from the same History tab.
There are 5 possible Synchronization statuses such as:
File Processing - the files have been uploaded and are being processed by our platform, but the synchronization is not finished yet
Waiting for Approval - number of structural changes within the file is larger than the Approval Threshold, so Admin approval is pending to continue the process
Approved by *** - the synchronization process has been completed as it was manually approved by the Admin
Rejected by *** - the synchronization process hasn’t been completed as it was rejected by the Admin
Auto-Approved - the synchronization process has been completed automatically since the number of structural changes within the file was below the Approval Threshold.
Error while processing - CSV files are accepted and uploaded, but error has occurred while processing data. Reason the synchronization was not processed is revealed by hovering over a tooltip.
👉 Good to know
If synchronization fails due to an error resulting in an Error while processing status, you can immediately start another sync attempt. The 12-hour threshold does not apply in this case. You can also hover over the tooltip to see the reason for the error.
Insightful takes data security seriously. All data transferred during CSV import is encrypted and securely stored.