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All other fields are optional for a new user, but are important for updating existing users as described in the upcoming section "Updating Existing Users".

Note: To examine all of the fields and requirements, see User Profile Fields. To see the values for profile fields, see Profile List of Values.

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Tip: You may want to extract profile fields first, and use the extract to create the new upload file. See "Extracting the Profile Database First" in this topic.

You can use the employeeStatus field in the partial upload file to designate whether the user should be activated or deactivated:

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Tip: You may want to extract profile fields first, and use the extract to create the new upload file. See "Extracting the Profile Database First" in this topic.

If you include any of the fields that are grouped together into sets, such as payment cards, passport information, custom field collections, and service preferences, you must enter information in all of the fields of the set. These sets are color-coded in the template. For example, the payment card set is color-coded red, and if you change one field in the set, you have to change them all.

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  1. Ensure that there are no scheduled upload feeds (such as an HR feed).
  2. Extract the profile fields you need: External ID (externalID), Username (userInfo.userName), First name (userInfo.firstName), Last name (userInfo.lastName), and Email address (userInfo.email). The system needs these fields to validate the existing user. See "Extracting the Profile Database First" in this topic for instructions.
  3. Create the upload file using the extract:
    • External ID (externalID): You must include the original externalID in order to change the user name, so that the system can recognize the user.
    • User name (userInfo.userName): This is the field you are changing. In many sites, this is the same as the email address.
      Note: You can change only one of these fields at a time. The system needs at least four of the required fields to recognize and validate the user. 
    • First name (userInfo.firstName): Leave this the same, so that the system can validate the user. 
    • Last name (userInfo.lastName): Leave this the same, so that the system can validate the user. 
    • Email address (userInfo.email): Leave this the same, so that the system can validate the user. 
  4. Follow the instructions inUploading User Profiles and Delegates to schedule the upload, and be sure to click the "Update Only (ignore new users)" radio button.
  5. The system will update the existing users with the new user names.

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  1. Ensure that there are no scheduled upload feeds (such as an HR feed).
  2. Follow all of the steps above to upload the change for user names.
  3. Extract the profile fields you need after the update is finished in Step 2: External ID (externalID), the new Username (userInfo.userName), First name (userInfo.firstName), Last name (userInfo.lastName), and Email address (userInfo.email). The system needs these fields to validate the existing user. See "Extracting the Profile Database First" in this topic for instructions.
  4. Create the upload file using the extract:
    • External ID (externalID): This is the field you are changing, if you are changing external IDs; otherwise, leave this the same.
      Note: You can change only one of these fields, such as external ID, at a time. The system needs at least four of the required fields to recognize and validate the user. 
    • Username (userInfo.userName): Leave this the same, so that the system can recognize the user. 
    • First name (userInfo.firstName): Leave this the same, so that the system can validate the user. 
    • Last name (userInfo.lastName): Leave this the same, so that the system can validate the user. 
    • Email address (userInfo.email): This is the field you are changing, if you are changing email addresses; otherwise, leave this the same. 
      Note: You can change only one of these fields, such as email address, at a time. The system needs at least four of the required fields to recognize and validate the user. 
  5. Follow the instructions inUploading User Profiles and Delegates to schedule the upload, and be sure to click the "Update Only (ignore new users)" radio button.
  6. The system will update the existing users with the new external ID.

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  1. After clicking the Profiles tab and clicking Download Template with Instructions (Excel) at the bottom of the Profile Upload section, open the file using Microsoft Excel. For complete instructions on downloading the template, see "Downloading and Using the Template" in Uploading User Profiles and Delegates.
  2. Save the upload file template as a new worksheet file before adding or changing rows and columns.
  3. Follow the template instructions and the information in User Profile Fields and Profile List of Values to edit your upload file.
  4. When finished editing your upload file, save a version of the file as a comma-separated values (CSV). 
  5. Name the upload file using the file naming convention domainURL_name_date in YYYYMMDD format.csv (or .xml), where domainURL_name is the name portion of the site’s URL. For example: acmeus_20140215.csv or acmeus_21480215.xml.
  6. (Optional) Encrypt the file using PGP encryption with a Deem public key. When encrypted, add “.pgp” to the existing filename. For example: acmeus_20140215.csv.pgp or acmeus_20140215.xml.pgp.
  7. Follow the instructions for scheduling the upload in "Scheduling the Upload" in Uploading User Profiles and Delegates.

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