Import user accreditation
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Import user accreditation

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Article summary

Import users accreditions

Open the menu Settings > Data import

Import user accreditations

File format

  1. 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.

  2. Choose a separator for columns that can contain several values, by default this is the " | " character.

  3. Choose the column separator character (usually a "," or "; ").

  4. 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.

  5. 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:

  • 0 = Empty

  • 1 = yes

  • 2 = no

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


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