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Import user accreditation
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Import users accreditions
Open the menu Settings > Data import
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Import user accreditations
File format
Select the file format for this import: CSV file, Syfadis format, users accreditations. The 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 fine (which sometimes can be the labels of the columns),
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 setting is "Column order for CSV file, Syfadis format, user entitlements" and has the default value:
ExternalId; User.User.ExternalId; Habilitation.Habilitation.ExternalId; Attribution Date; ValidityStartDate; LastAttemptDate; LastAttemptSuccess; TrainingProvider.TrainingProvider.ExternalId; How
Through this import, only the "Accredited User" entity is created or updated. Indeed, no creation of accreditations, users or training organisations can be made from this import. In the event that the import code is not recognised (accreditation or user), it is indicated at the end of the processing for the logged in user.
For each line of the file, there are a few rules:
The " ExternalId ", " User.User.ExternalId " and " Habilitation.Habilitation.ExternalId " fields are required in order to create or update the accredited user entity. 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 | Identifier of a user's accreditation to import – not visible in the interface, this is a technical identifier that allows updates to be made during successive imports. | |
User.User.ExternalId | X | External identifier of the user concerned – technical identifier. | |
Habilitation.Habilitation.ExternalId | External identifier of the accreditation concerned – technical identifier. | ||
AttributionDate | Award date | ||
ValidityStartDate | Validity start date | ||
LastAttemptDate | Date of last test | ||
LastAttemptSuccess | Success on the last test – possible values:
| ||
TrainingProvider.TrainingProvider.ExternalId | External identifier of a relevant training organisation – technical identifier. | ||
Comment | Comment – string (maximum 500) |
The End of validity and Reminder date information of a user's accreditation must not be in the import. Indeed, this information is calculated according to the dates of the accreditation.
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, user accreditation | Data import Accreditations | |
ExternalId; User.User.ExternalId; Habilitation.Habilitation.ExternalId; AttributionDate; ValidityStartDate; LastAttemptDate; LastAttemptSuccess; TrainingProvider.TrainingProvider.ExternalId; How |