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People Initial Upload

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Client IT / System Administrator / Serraview Implementation Team

Prerequisites

  • Org Unit Hierarchy to be uploaded.

Important

Check with your System Administrator before creating an import as there could be an existing SFTP setup for the Person Import!

Requirements

The data requirements are listed in Requirements for People Data.

Import

The Person Import is used for the initial upload.

Methods of transfer

We recommend you upload the Person Import via SFTP (Secure File Transfer Protocol) to ensure that the people data is maintained in line with the on-boarding and off-boarding of staff. Your technology team can create an automated script that extracts the appropriate data from either Active Directory or HR systems and then upload it via SFTP to our servers on a daily basis.

For more information about SFTP, refer to SFTP (Secure File Transfer Protocol).

Validate the People data

After the data has been upload you will need to check the data, refer to Validate People Data.