Preparing the CSV File
- Download the sample CSV file from which to import users: Users.csv
- At a minimum, the file must have these exact column headings.
- User Name
- Last Name
- Primary Email Type
- Work Email
- OC_PrimaryWorkLocation
- You can have additional (non-mandatory) columns with the exact column heading names
as listed below:
- First Name
- Active
- ByPass Notification
- Federated
- Custom OCIM specific column names supported:
- OC_ActAs
- OC_ActAt
- OC_UserEmployeeNo
- OC_UserType
- OC_Department
- OC_UserOwnerCode
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- Refer here for more information on the supported column headers for the import file: Column Header User Attributes.
- At a minimum, the file must have these exact column headings.
- Optional. To familiarize yourself with the import process, consider importing just the demo data. You can then delete the unwanted demo data before you begin importing live data.
- Review and then delete any demo data in the Users.csv file.
- Create an import file using the Users.csv file. The Users.csv file is a simple text file in a tabular format (rows and columns). The first row in the file defines the columns (fields) in your table.
- Save your file in CSV format with UTF-8 encoding. Saving the file in UTF-8 format ensures that non-English characters appear properly.
Parent topic: Import Users