liebichw | 2024-08-29 21:25:36 UTC | #1
The article in https://help.mypurecloud.com/articles/add-people-csv-file-import/ describes how a CSV file must look which can be used to import users into the cloud. There are, however, some missing points:
- What is the correct format of the skill list? Should it contain just skill names, or also the skill levels?
- What is the correct format of the "roles_divisions" column? Should it contain only the role names, or also the role grants to divisions? The example CSV file which I can download from the Genesys browser UI looks different - when I switch to a German locale, it even has German column titles, it contains different columns, and it also contains the role grants, but in a not clearly specified format
Is there a more precise specification for all columns of this CSV?
VaunMcCarthy | 2024-08-31 21:24:19 UTC | #2
Hi there, the same page has this to say about skills:
To upload Skills with Proficiency via the .csv, add the skill and proficiency, separated by a colon. Separate multiple skills by a comma. For example, Skill1:5,Skill2:3,Skill3:1 and so on.*
liebichw | 2024-09-02 06:24:58 UTC | #3
OK, thanks, so the skills line is clear. This leaves open the question about the "roles_divisions" column's format.
VaunMcCarthy | 2024-09-02 22:16:27 UTC | #4
This post should help you:
https://community.genesys.com/discussion/assigning-roles-divisions-using-people-bulk-import-via-csv-file
liebichw | 2024-09-03 06:59:45 UTC | #5
Thank you, will try it out. The format of the headers does conflict with that described in https://help.mypurecloud.com/articles/add-people-csv-file-import/, however - the "hire_date" column is not documented in that help page - is it required or optional?
liebichw | 2024-09-13 07:39:59 UTC | #6
Did try it out - it seems that "hire_date" is really optional - the import also works without this column. The role assignment format is now clear to me - thanks!
system | 2024-10-14 07:40:20 UTC | #7
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