Import accreditations

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Import accreditations

Open the menu Settings > Data import

File format

Select the file format for this import: CSV file, Syfadis format, Accreditations. The import format is a CSV file -therefore in text format. The encoding is ANSI by default, but it can be changed.
Choose a separator for columns that can contain several values, by default this is the " | " character.
Choose the column separator character (usually a "," or "; ").
Check or uncheck the 2 options checkboxes:
- Import the first line of the file (which is often a column label).
- With preview of the result. This allows you to view the import prior to the actual import.
Options of responsibility of the operations. Check the boxes to enable import insertions (or creations) or updates for this import.

File contents

The columns that are included in the file to be imported are defined in a configuration setting.

This parameter is Column order for CSV file, Syfadis format, Accreditations and has the default value:

ExternalId;User.User.ExternalId;Habilitation.Habilitation.ExternalId;EndDate;AttributionDate;ValidityStartDate;LastAttemptDate;LastAttemptSuccess;TrainingProvider.TrainingProvider.ExternalId;Comment

Through this import, only the "Accreditation" entity is created or updated. Please note that the accreditation is attached to the root domain of the customer project.

For each line of the file, there are a few rules:

The "ExternalId" and "Name" fields are required in order to create or update an accreditation. Otherwise, this line will not be read.
The order of the columns is fixed. If you don't have any information to put in a column, you should leave it blank, don't delete it.

The order of the columns is important for the import mechanism!

Here is a description of the columns provided for in the import file in the standard:

Columns	Mandatory	Multiple Values	Explanation
ExternalId	X		Import accreditation identifier – not visible in the interface, this is a technical identifier that allows updates to be made during successive imports.
Name	X		Name of the accreditation – string of up to 250
Code			Accreditation code – string of up to 50 characters
Type			Type – possible values: None = 0 Clearance = 1 Accreditation = 2 Authorization = 3 Official document = 4 Licence = 5 Diploma = 6 Certification = 7
ValidityDelay.Length			Duration of validity – entire length
ValidityDelay.Scale			Scale of the period of validity – possible values: Days = 5 Week = 6 Month = 7 Years = 8
ReminderDelay			Number of days to calculate the reminder date for user entitlements – integer
HabilitationManager.User.ExternalId			External user identifier for the accreditation manager
Trainings.Training.ExternalId		X	External identifier(s) of 1 or N courses – possibility to put several of them via the '\|' between the identifiers

Here is a description of the possible additional columns:

Columns	Mandatory	Multiple Values	Explanation
PrimaryDomain.GroupView.ExternalId			The identifier of the management domain for the accreditation.

Additional column information

Validity period: If the duration is to be provided, you must fill in the 2 columns concerned, ValidityDelay.Length + ValidityDelay.scale.

Settings

The License

License Key: Module.Accreditation

Privileges

Privilege	Location	Scope
Import data (files)	Parameters	Application

Configuration settings

Configuration parameter	Location	Default
Column order for CSV file, Syfadis format, accreditations	Data import Accreditations
ExternalId;User.User.ExternalId;Habilitation.Habilitation.ExternalId;EndDate;AttributionDate;ValidityStartDate;LastAttemptDate;LastAttemptSuccess;TrainingProvider.TrainingProvider.ExternalId;Comment

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Import user accreditation