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Import People Data

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Your Administrator can upload your people data into the directory.

  1. Click the Add person drop-down.
  2. Select the Import people data.

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The People data import panel displays.

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Step 1. Download and prepare the sample file

  1. Click the sample_file.xlsx button and the file is downloaded.
  2. Navigate to the downloads folder and open the file.
  3. Complete the data in the spreadsheet and the People Data Requirements and Business Rules for the Standard Fields, Custom Fields, and App Access are listed below.

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Note there is a panel that contains the fields and the descriptions; click the View formatting requirements and business rules link.

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Step 2. Upload your file

  1. In the Upload your file area, either: drag and drop the file onto the area OR click the Browse file link to browse to the file and select it. Then the file uploads.
  2. Click the Review your data button.

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If your data has errors, then click the Download error list button and the .XLSX file will download. When you open the file, it will contain an error description. You can correct the error(s) and then re-upload the file.

People Data Requirements and Business Rules

Standard Fields

Field Name Required Field Business Rules
First Name Yes Accepts any value
Max 40 char
Middle Name No Accepts any value
Max 40 char
Last Name Yes Accepts any value
Max 40 char
Preferred Name No By default, Preferred name = First Name
Accepts any value
Max 40 char
Email Yes Format: xxx@yyy.zzz
Must be unique
Mobile Number No Numeric values
Min 4 digits
Max 17 digits
Space not allowed
Phone Number No Numeric values
Min 4 digits
Max 17 digits
Space not allowed
Extension No Numeric values
Min 1 digit
Max 4 digits
Space not allowed
Person Type No Values provided must exactly match Person type configured (Case insensitive)
Special requirements No Default = No
Accepted value: Yes/No (Case insensitive)
Person finder opt out No Default = No
Accepted value: Yes/No (Case insensitive)
Comments No Accepts any value
Employee ID No Accepts any value
Special characters not allowed
Job title No Accepts any value
Special characters allowed
Department No Values provided must exactly match Department preconfigured in the system (Case insensitive)
Work Mode No Default = None
Accepted value: In-office, Hybrid or Full-time Remote (Case insensitive)
Manager No Format: xxx@yyy.zzz
Email provided must exactly match in the person records created in the system
HR Location No Accepts any value
Device login name No Accepts any value
Life Safety Role No Default = None
Accepted values: Fire Warden, First Aid Officer and/or CPR Certified (Case insensitive)
Sample data: *First Aid Officer*fire warden*
Preferred work schedule No Default = None
Data format: *{Day of the week (Case insensitive)}~{Start hour in HH:00 format}~{End hour in HH:00 format}*
Sample data: *Saturday~15:00~19:00*sunday~15:00~19:00*Monday~09:00~05:00*TUESDAY~09:00~05:00*
Is Form User Yes Accepted value: Yes/No (Case insensitive)
Changing the user's authentication method SSO/Form, will impact their login experience.
Delete No Default = No
Accepted value: Yes/No (Case insensitive)
Note: If the value is set to "Yes", the existing person records will be deleted from the system.

Custom Fields

Inputs for the custom fields are optional.

Your Administrator will need to create the Custom Fields, before the data can be imported in.

App Access

Inputs for the app access fields are optional.

Field Name Required Field Business Rules
Eptura Workplace No Default = No
Accepted value: Yes/No (Case insensitive)
Eptura Asset No  Default = No
Accepted value: Yes/No (Case insensitive)
Eptura Engage No Default = No
Accepted value: Yes/No (Case insensitive)
Eptura Visitor No Default = No
Accepted value: Yes/No (Case insensitive)
Envision No Default = No
Accepted value: Yes/No (Case insensitive)
Devicehub No Default = No
Accepted value: Yes/No (Case insensitive)