The import file must be a comma delimited(.csv) file. An excel file can easily be saved as a comma delimited(.csv) file by selecting the File >> Save As option and changing the Save As Type field to “CSV (Comma Delimited) (*.csv)”. Each column heading needed for the import file is listed below. The import file must follow the exact order as presented below; if this order is not exact the import will be unsuccessful.
The import logic expects the column headings to be in the first row/line of the import file. The second row/line of the file is the first row that it tries to import. If an error occurs on any row, it will skip that row and process whatever rows it can. The import screen will display any errors that occur and will provide record counts.
Additional Details
If you want to remove data from a field you can enter <Blank> instead of data. The import will blank the data out of the specified field for you. If you just leave the field blank, the import will skip that field and not change the data that exists in that field.
If you try to import data into a text field and that data is longer than what the text field can accept, your data will be imported but the excess data will be truncated. For example, the employee name fields are limited to 50 characters. If you try to import a name that exceeds 50 characters, the excess characters will get cut off.
The following data that is viewable on the Employee Details screen is not available for import:
Passport Information
Custom Fields
Auto Generate User Id
The following data that is viewable on the Assignment/Relocation Details screen is not available for import:
Inactive checkbox
Relocation Contacts
Special Security Groups
Custom Fields
The import logic does not automatically decrement the system usage software license counter(s). The System Usage screen at the configuration level can be used to do this in batch mode if desired.
The import does not have sophisticated duplicate employee or assignment audit logic. It requires that the employee system number and the assignment system number be unique, but it does not try to audit for duplicate employee names or assignment/relocation locations.
This import cannot be “undone”. Once the import creates and/or updates the data, there is no way to auto-magically reverse what you just did.