How To: Import Job Roles to Users

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Warning: We highly recommend and always suggest that you run an Import Job on your test platform first, before you upload the data on live.

To learn how to complete an Import Job, click here.

Creating the Import Profile

First, you need to create an Import Profile to user for the upload. Click here for more information on how to do this.

For Job Roles you will need to use the User Destination.

The following field will need to the Key Column for the User Job Role import.

  • User ID - This is the ID of the User that you are assigning the Job Role to.

The following field is also mandatory for this import but not a Key Field:

  • Job Role - This is the Label of the Job Role you are assigning to the User.

If you would like to bulk import Job Roles to the platform, they will need to be imported as attached to Users first.

Filling in the Import File

Then, you need to create your import file that you will use to upload the data. Below is a sample file showing you how to format it:

User Job Role.csv

All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.