Preparing the CSV File

  1. 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
  2. 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.
  3. Review and then delete any demo data in the Users.csv file.
  4. 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.
  5. Save your file in CSV format with UTF-8 encoding. Saving the file in UTF-8 format ensures that non-English characters appear properly.