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Extract Existing User Accounts/Profiles
Tip! You can skip this step if accounts/profiles do not already exist within the site.
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Hint: Save a master file in a an Excel (.xls) format for each client. A master file allows you to:
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Complete indicates the file was successfully uploaded.
Failed indicates the file completely failed to upload:
To research the cause, select the associated job name in the Description column.
In this example, the failure was due to a file that did not upload to the Deem vault at the time of processing. This client does not send the file on Saturdays and Sundays; therefore, they fail those days.
Completed with errors indicates the file was successfully uploaded, but without any files that failed due to an error.
Select Download from the Error Log column to view the errors for a specific file. The following example shows an error because the Approval Manager within profile does not exist. The profile will not update until an Approval Manager is created or an Approval Role is granted to them.
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The HR feed with the External ID as an employee number and the User Name is an email address, if the email address changes, the HR feed changes the External ID automatically.
If the External ID and the UserName are both the same email address, you need to manually update the user account.
Delegate Upload
Template
On Select the Profiles tab, select Download Templates.
Select Download Templates with Instructions (Excel).
Creating Delegate Upload
Keep in mind Headers are case-sensitive, below are the headers you will need to complete a delegate upload.
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In User Delegate Upload, select Download CSV Template to download the UserDelegateUploadTemplate.csv file.
Create a Delegate Upload
To create a delegate upload:
In the UserDelegateUploadTemplate.csv, add data in the columns for the following headers.
Note: Headers are case sensitive.
externalID
External ID of the user.delegateSet.delegate_1.delegateID (ExternalID of Delegate)
Note:
External ID of the delegate.
If you have more than one delegate, you can add additional headers. Just change the number columns with a header for each delegate. The number of the delegate needs to be changed in the header.
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In this example, a second column is added with a delegateSet.delegate_2.delegateID
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Example Delegate Upload: below representing two delegates.
Also see attached example to this Wiki articleheader.
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Save a Delegate Upload
To create a delegate upload:
Delegate Upload file name.
siteid_upload_delegateFile upload format.
.CSV(comma delimited).
Note:
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CSV files will remove any leading zeros.
Hint: Save a master file in an Excel (.xls) format for each client. This will allow A master file allows you to keep :
Keep all leading zeros, if needed.
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Easily update data or correct errors.
Schedule a Delegate Upload File
Steps for To schedule a one-time delegate file upload:
On Select the Profiles tab, select .
Select Schedule Profile Upload.
Enter the following criteria when scheduling a one-time upload.
Select the Schedule : arrow to selectNow.
In Job Description: Enter , enter Delegate Upload.
In File Source: Upload , selectUpload from local file.
In File Format: , selectCSV.
In Local File: Select , select Choose file and , then locate file to upload.
Select the Load Type: Select to select User-Delegate Relationship.
Select Submit.
Upload Status
Common Errors
The following screenshot reflects example show status responses you that may encounter be displayed with a delegate file:.
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Status options are:
Complete - File indicates the file was successfully uploaded.
Completed with errors - File indicates the file was successfully uploaded minus those who have , but without any files that failed due to an error.
Error Example:
Delegate profile has not been created, therefore could not assign traveler. Account will need to be created and then you can re-upload the file.
If the traveler profile or the delegate profile do not exist, you will encounter this error.
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In this example, an error occurred because a delegate profile is missing. Therefore, a traveler cannot be assigned. The delegate account must be created, and then the entire file must be uploaded again.
Note: When correcting any errors on the delegate upload, you
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must re-upload the
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ENTIRE file to correct the errors
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because the delegate upload is a full replacement of existing associations.
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Please do NOT upload only the corrections.