Bulk importing overview

There are several ways to bulk import User data into your Jostle platform. It's common to already be maintaining your employee data in another system, such as your Microsoft directory, WorkDay, or your Payroll system. Getting this data into Jostle in one step, and then automating that import, is key to keeping your Jostle platform accurate.

What kind of data can you import?

• New users
• Users that need to be Disabled or Suspended
• User data, such as Location or Department
• User photos
• Org charts

How can you do the import?

System Admins have all these import options:

• Within Jostle (manual bulk uploads via Admin Settings)
• Add Users (Admin Settings > User Data to/from Other Systems > Import Users CSV)
• Edit User data (Admin Settings > User Data to/from Other Systems > Import Users CSV)
• Delete Users (Admin Settings > User Data to/from Other Systems > Delete Users CSV)
• User Photos (Admin Settings > User Accounts and Data > Upload/Download User Photos)
• Team Structures  (Admin Settings > Views and Functions > Import Chart into Teams)
• SFTP (pushing CSV uploads to a secure portal)
• Provisioning API
• API Connectors, including to Okta and Microsoft Entra ID

Be careful with Enable Blanks

For many of the bulk imports, there is a check box for Enable Blanks.  In general, Jostle ignores blank fields in the CSV file and does not change any existing values in Jostle.  However, in some cases you actually may want to erase the data in certain fields.

Notes:

• When Enable Blanks is applied, any blank entry with a proper column heading will be overwrite what was previously there.
• When you use Enable Blanks, make sure you delete all columns that you don't intend to write blanks to.

For example, let's say you uploaded a CSV file with personal cell phone numbers in it, and then leadership decides that this is data the company should not be sharing. In this case you would:

1. Export all of your User Data from Jostle
2. Keep the PersonalMobilePhone column
3. Erase all the entries in this column
4. Re-import with the Enable Blanks box checked