CSV Import feature is one of our first Directory Integrations which provides you with a simpler way to add, edit and remove Employees, Managers and Admins in bulk from your Insightful account. 👩💻
This option is available to Admins only and the first step is setting up the Directory integration through CSV Import - via Settings >> Integrations Menu. After a successful setup, Admin can upload the CSV file and initiate the import.
❗ Note: Uploading of CSV files can be done either directly via Insightful Dashboard or via API. For the instructions on how to upload the CSV file via API - please refer to the instructions from the dashboard.
The synchronization can be done maximum once in the 12 hours period and this applies for both manual upload of CSV files and the upload through API.
Users dialog is used to manage access to the Dashboard for Admins and Managers.
Employees dialog is used to transfer Employees into the right Teams, create a Team if it doesn't exist, or import Employees before they show for the first time so they are not assigned to the Default Team.
❗ Note: Files must be in the right format to be successfully processed; to see the correct format, please click on Download Template above the dialog. There is a Template for Users and a Template for Employees.
After initiating the manual upload, you can find the synchronization progress and history on the Settings >> CSV Import >> History tab.
In case the number of changes is larger than the Approval Threshold set up in the initial configuration, Admins can review the requested changes to Approve / Reject them from the same tab.
You will be able to see 5 different statuses from the History tab:
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.