Importing and Exporting Teams and Members for Supplemental Data Manager

Administrators and Power Users can perform a bulk update of teams and members, rather than having to update teams and members individually by performing an export. When the teams.csv file is exported, it provides a report of the teams and the members for each team. You can change the name of the default .csv file as required.

You can also create new teams by editing the teams.csv file. When editing the teams.csv file, you must use the format as shown in "Supplemental Data Manager Team File Format".

You need to perform the following steps:

  • Create the export .csv file. See the format in "Supplemental Data Manager Team File Format" below.

    Note:

    You can also perform bulk edits for existing teams, or create new teams by editing the teams.csv file.

    You must use the teams.csv format as shown in "Required Team File Format".

  • Import the information back to the application.

The following roles are selectable from the Task Manager tab:

  • Administrator
  • Power User
  • User
  • Viewer

On the Supplemental Data tab, the User role is selectable.

Exporting Teams and Members

To perform a bulk export of Teams and Members:

  1. On the Home page, click Tools, and then click Access Control.
  2. Click the Manage Teams tab.
  3. Select a team.
  4. Click the Export File iconExport File icon .
  5. Click Save to save the teams.csv file. The file provides a listing of all teams and the members for each team.

Supplemental Data Manager Team File Format

When you create a .csv file to import or export teams, it must use the following format:

CSV Element Required Description

#team

Yes

List of teams with team description and roles

#team_children

No

List of team members

Roles

No

If team has specific roles, allowed values are Yes and No. Default value is No.

Allowed roles are Administrator, Power User, User and Viewer.

id

Yes

Uniquely identifies a team or team name

Primary_user

No

Allowed values are Yes and No. Default value is No if either the column or value is not specified.

A sample CSV file is shown below.


Sample CSV File for Supplemental Data Manager

Importing Teams and Members

When you import teams, the system merges the Team list. For example, if the application has Team 1, Team 2, and Team 3 defined, and the CSV file has Team 2 and Team 4 defined, after the import process, Team 2 will be updated and Team 4 will be added.

Team membership will be replaced by the contents of the CSV file. For example, if the application has Team 1 with membership of UserA, UserB, and UserC, and the CSV file has a membership of UserB and UserD, after the import process, Team 1 membership will include UserB and UserD.

To perform a bulk import of Teams and Members:

  1. On the Home page, click Tools, and then click Access Control.
  2. Click the Manage Teams tab.
  3. Select a team.
  4. Click the Import File icon Import File icon, and complete the following information:
    • Under File, browse to the exported .csv file.
    • Under Import Type, select one of the following options:
      • Click Replace to replace the rows that are in the teams.csv file.
      • Click Replace All to perform the import as follows:
        • If the team exists in both the UI and the .csv file, the import will overwrite to update the team in the UI.
        • If additional teams exist in the UI but not in the .csv file, those teams will be deleted.
        • If additional teams exist in the .csv file but not in the UI, those teams will be imported.

        Caution:

        Any entries that are not included in the import file will be deleted.
    • Under File Delimiter, select Comma or Tab. The default is comma.

    Import CSV File
  5. Click Import.

    The import runs, providing statistics on the progress of the import.

  6. When the import is complete, verify the results in the Import Teams message box and then click OK.