Manual user data upload

Steps to manually upload user data

1. To perform a manual .CSV upload in the application, you will need a CSV file containing user data (including employees, contractors etc). All HR / payroll / employee source of truth tools should allow you do to download this data. Please ensure that your data is formatted as per the format attached at the bottom of this page.

   User ID

   Full Name

   First Name

   Last Name

   Work Email

   Department

   Title

   Start Date

   End Date

   Employment Type

   Organization

   Manager

   Manager Work Email

   Source User ID

   BalkanID Roles

   Metadata Version

   Metadata

   12345

   John Q

   John

   Q

   [email protected]

   Ops

   Engineer

   01/01/2002

   Full time

   Security

   Jane Doe

   [email protected]

   111111

   reviewer

   v1

   {"employee":"John Q","role id":"1","location":{"address":"123 Main Street, Office Suite 111, Anytown, USA 12345"}}

   67890

   Jane Doe

   Jane

   Doe

   [email protected]

   Ops

   Manager

   01/01/2002

   Full time

   Security

   222222

   reviewer, risk manager, administrator

   v1

   {"employee":"Jane Doe","role id":"2","location":{"address":"123 Main Street, Office Suite 222, Anytown, USA 12345"}}

   Required fields: Work email, Start date

2. Metadata is a JSON object and has a corresponding Metadata Version. Metadata Versions and their respective allowed fields which are currently supported -

   1. "v1"

      1. "location" - JSON with the following fields:

         1. "address" - String

      2. "manager id" - String

      3. "manager name" - String

      4. "employee" - String

      5. "role id" - String

      6. "app" - String (Internal use)

      7. "correlation id" - String (Internal use)

      8. "tenant" - String (Internal use)

      9. "timestamp" - String (Internal use)

3. Even though the "Internal use" fields are supported, they are meant for internal use and are only supported for the purpose of being able to download from an Employee integration (like Merge or Google) and then upload after edits to the Employee without losing relevant information about the original extraction from the integration.

4. Once you have processed your data and converted it into the suitable format, proceed to upload the .CSV file in the Configure > Users page. Click on "Bulk Upload".

   
5. You will be able to see a side screen as shown below. Under the Employees Upload section, upload your formatted .CSV file.

   
6. You will be intimated regarding the status of the upload through the snackbar on the top-right of the screen while the BalkanID environment ingests your data and updates your tenant.