User Maintenance: Import Users

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Create Import File

To upload users to BirdDogHR, the file must be in the correct format. We have made an attempt to understand the most common file formats like the following, which do not require any other manipulation.

Outlook Contacts Export file

Simply export your contacts from Outlook and upload that file into BirdDogHR. We've taken steps to ensure that our system "understands" this Outlook export format (.CSV) and that we'll locate the proper fields and information for your list.

This type of file will not include User Roles, Additional System Responsibility fields or SSO User Names.

LinkedIn Contacts Export file

Simply export your contacts from LinkedIn and upload that file into BirdDogHR. We've taken steps to ensure that our system "understands" this LinkedIn export format (.CSV) and that we'll locate the proper fields and information for your list.

This type of file will not include User Roles, Additional System Responsibility fields or SSO User Names. See below for instructions on exporting connections from LinkedIn.

  1. Login to Linked In.
  2. Click on "Contacts" in the menu at the top of the page.
  3. Click on "Export connections" located at the bottom right part the page.
  4. Choose the Outlook export CSV file format. Then click on the "Export" button.
  5. The exported file provided to you here can directly be uploaded on this page.

Other Lists

You can manually create or add any other list into BirdDogHR users. The file format you upload must be .CSV (not .XLS, not "Tab Delimited") and the headers for each column must match the field names below. After the file has been uploaded, it will be processed and you will be given an preview of the data before committing the changes.

  • Email_Address - Required
  • First_name - Required
  • Last_name - Required
  • User_name - Required
  • Hiring_manager - Optional
    • if included, value must be YES or NO
    • if not included, value will default to NO
  • Requisition_approver - Optional
    • if included, value must be YES or NO
    • if not included, value will default to NO
  • Email Preference - Optional
    • if included, value must be DAILY, WEEKLY, EVERY or NONE
    • if not included, value will default to DAILY
  • User_roles - Optional
    • To include user roles, you must include the Cross Reference Code (the unique code you have assigned to that User Role) for each User Role. The user role codes should be together in one field, separated by semi-colons.
  • External_login - Optional
    • if included, must be the username from the single-sign-on system

Import File

  1. Select Import Users button
  2. Upload into the designated drag/drop box and select import users.
  3. Review Preview
  4. Push the Import Users button
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