User upload CSV file requirements
Keep these requirements in mind as you create your user upload CSV file.
General CSV file requirements
Ensure that your CSV file meets the following requirements:
- All required column headers must be included, and they can be included in any order.
- Column headers are not case-sensitive.
- Any extra spaces before and after column header and row values are removed.
- Spaces between words in column headers are optional. For example, "Can access sensitive data" and "canAccessSensitiveData" are both valid.
- Name values are case-sensitive. The values in all other columns are not case-sensitive.
- The CSV file cannot exceed 2MB.
Detailed column requirements
The CSV must not include any additional columns beyond the columns listed in this section. For example, you must remove the Result column if you are re-uploading a CSV file you downloaded and updated. If you omit any of the optional columns, the default value will be used for each user record in the CSV.
Column Header | Data type | Value required? | Notes |
---|---|---|---|
Name | Text | Yes |
255 characters maximum. Case-sensitive. |
Text | Yes |
Must be a valid email address. |
|
Role | Single Choice
|
Yes |
The Agent role is only applicable for TXM customers. Note: The Video Discussions User role cannot be assigned by CSV
upload at this time.
|
Status | Single Choice
|
Yes |
Must be set to Enabled for new users. |
Identity Provider | Single Choice
|
Yes |
|
Locale |
Single Choice See Supported locale values for the list of valid values. |
No |
|
Can schedule distributions | Boolean
The default value is No. |
No |
Applies to the Power User, Author, and Video Discussions User roles only. Do not specify for users with Admin, Analyst, or Agent roles. |
Can access sensitive data | Boolean
The default value is No. |
No |
Applies to the Power User, Author, and Video Discussions User roles only. Do not specify for users with Admin, Analyst, or Agent roles. |
Can override engagement rules | Boolean
The default value is No. |
No |
Applies to the Power User, Author, and Video Discussions User roles only. Do not specify for users with Admin, Analyst, or Agent roles. |
Can change access settings | Boolean
The default value is No. |
No |
Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. |
Can access case management | Boolean
The default value is No. |
No |
Only applicable for TXM customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. |
Can Read Video Discussions | Boolean
The default value is No. |
No |
Only applicable for Video Discussions customers.
Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. |
Can Create Video Discussions | Boolean
The default value is No. |
No |
Only applicable for Video Discussions customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. Note: The user must have
Can Read Video Discussions enabled in
order to be assigned this permission.
|
Can Update Video Discussions | Boolean
The default value is No. |
No |
Only applicable for Video Discussions customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. Note: The user must have
Can Read Video Discussions enabled in
order to be assigned this permission.
|
Can Access Recruitment Surveys | Boolean
The default value is Yes. |
No |
Applies to the Power User role only. Do not specify for users with Admin, Author, Analyst, or Agent roles. |
Teams | Text
The default is no teams assigned. |
No |
|
Supported locale values
The following locale values can be specified when creating new users. The Language and Region values correspond to the drop-down lists in the Add User dialog box.
Locale | Language | Region |
---|---|---|
de-DE | German | Germany |
en-AU | English | Australia |
en-CA | English | Canada |
en-GB | English | United Kingdom |
en-US | English | United States |
es-ES | Spanish | Spain |
es-MX | Spanish | Mexico |
es-US | Spanish | United States |
fr-CA | French | Canada |
fr-FR | French | France |
ja-JP | Japanese | Japan |
ko-KR | Korean | Korea |
pt-BR | Portuguese | Brazil |
pt-PT | Portuguese | Portugal |
sv-SE | Swedish | Sweden |
zh-CN | Chinese | China |
zh-HK | Chinese | Hong Kong |
zh-SG | Chinese | Singapore |
zh-TW | Chinese | Taiwan |