Once all your Users have been created, System Admins can extract all their data, which enables bulk updates and provides for backup of employee data.
To extract all User Data, a System Admin should follow these steps:
Step 1: Go to Admin Settings > User Data to/from Other Systems > Extract/Manage All User Data (CSV)
Step 2: Click Extract & Manage User Data button to initiate a download of a CSV file
Step 3: Open the CSV file with any spreadsheet editing software (Excel or Google Sheets) to complete any updates you might need to make. You can also archive this file as a backup.
Note: When a CSV cell has multiple values assigned to they are separated by the | ("pipe") character. So if an employee is associated with two Locations (Factory and HQ) then the entry there will be Factory|HQ. If you happen to use the pipe character in the name of an individual Location (such as Main|HQ) then you should enter this as Main\|HQ in the CSV file to have it show as Main|HQ in the platform.
Step 4: To import your updated data, go back to the Extract/Manage page. Click Choose File to browse to your saved CSV file, select it, and then Upload your updated User Data.
Tip: When you upload, Username and EmployeeID are available to use as the unique identifier (key) that maps the uploaded data to the Users in the platform. EmployeeID is recommended, because its then easy to update employee names and email addresses (see next section). When you upload, you can specify which of these fields get use as the key.
Updating Usernames or EmployeeID attributes
Username and EmployeeID attributes are identifiers within the platform. If Usernames need to be updated (i.e. to a new subdomain) use the EmployeeID attribute as the import key. If you don't use EmployeeIds please contact us at support@jostle.me and we will help you with this update.
Note: If you try to update Usernames with Username as the import key the system will create new Users.
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