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How to Manage Bulk Uploads in Ioffer

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Majority User Upload

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This guide provides an overview how to upload and edit Users in bulk in the SmartRecruiters system. In addition, it contains instructions for how to enable your Users permisison for SmartCRM, SmartPal, SmartAssistant, and SmartMessage in bulk.

Introduction
The Bulk User Upload tool empowers large teams to join the SmartRecruiters platform apace and hands at scale and with access to the products they demand.

What does Majority User Upload do?
Bulk User Upload allows Admins to…

  • Download a template with required and optional fields for Users

  • Upload a local CSVs containing User data in order to…

    • Add new Users

    • Edit existing Users

    • Activate or Deactivate Users

    • Enable or Disable SmartProduct access (SmartCRM, SmartAssistant, SmartMessage, SmartPal)

  • View the status and details of past Bulk User Uploads

  • View success and error messages for uploaded Users

What does it not do?
Bulk User Upload cannot…

  • Retrieve User data from SmartRecruiters.

  • Manage CSV User lists greater than 10MB.

  • Enable company-level admission for SmartCRM, SmartAssistant, SmartMessage, SmartPal

For whom?
Bulk User Upload is ideal for Admins at medium to large companies who would like to take a 'no-code' approach to adding many Users quickly.

For what function of my hiring journey?
Bulk User Upload can be used whatsoever time for changes to Users in SmartRecruiters, simply it has the greatest value for recently-joined companies who want to populate their Users from an existing source.

What trouble does information technology solve?
Majority User Upload provides teams an intuitive way of managing Users at scale. It has many of the aforementioned capabilities as the SmartRecruiters API, custom integrations, and access management software, but with greater ease of employ.

Customer Readiness
Central Steps: Please contact your CSM to have access to Bulk User Upload enabled in your company's account. In grooming to use the tool, please view the template & fields below to format your User data

Using Bulk User Upload
A guide to assist users get started with Bulk User Upload

How to Find Information technology?
From your Avatar, go to the Settings / Admin Page
Under Permission Click User Direction

How to Use It?

  1. From the User Management Page, click Majority user upload
    1.png

  2. Click DOWNLOAD TEMPLATE to get a CSV with User data headers.
    2.png

  3. Add together new or existing User Data to the CSV file, and specify production access. Salvage and consign as CSV.
    3.png

  4. Click UPLOAD CSV and then Cull a file (or drag and drop), and confirm with IMPORT USERS
    4.png

  5. Bank check that your data columns match the correct User fields and ostend with IMPORT USERS
    5.png

  6. View your Bulk User Upload condition, history, and details with the dropdown menu.
    6.png

  7. Click rightmost icon to download CSV results with status and success/error letters for each User.
    7.png

Tips & Tricks:
* Please bank check that y'all're in the right SmartRecruiters environment (Production vs Sandbox)!
* Welcome emails will be sent to users added with Bulk User Upload.
* Test the tool for a pocket-sized number of users first earlier adding a larger numbers of users.
* Many file types can be converted to CSV. Check to see if your external User data is convertible to CSV.
* Be sure that you are using commas as delimiters. Sometimes, office tools will alter to semicolons.
* Office tool sometimes delete leading 0's in numbers. Be sure your leading zeroes don't become dropped!
* Watch out for special text characters, and only use commas every bit delimiters. This tool uses UTF-8.
* Non sure what SmartProducts are enabled? Try editing a user manually to view enabled products.
* Is your file size larger than 10MB? Endeavour splitting information technology up!
* You tin apply email aliases if y'all choose (proper name+alias@companyemail.com).
* This integration does not constitute Hiring Team roles. Hiring Teams are set up per chore.

Boosted Resources:

User Management

Add New User to SmartRecruiters

Alter a user's proper name, e-mail, or password

User Template Fields & Required Data
Optional fields left blank will be ignored

Data Field

Notes

firstname

required
Errors
FIRSTNAME_EMPTY: Add first name
FIRSTNAME_INVALID
FIRSTNAME_TOO_LONG
FIRSTNAME_TOO_SHORT

lastname

required
Errors
LASTNAME_EMPTY: Add last proper noun
LASTNAME_INVALID
LASTNAME_TOO_LONG
LASTNAME_TOO_SHORT

e-mail

required
Must exist a valid email address in your company domain
Needs to be unique, globally across SmartRecruiters
Errors
EMAIL_EMPTY: Add email
EMAIL_INVALID
EMAIL_TOO_LONG

externalData

required
As well know as EmployeeID, UniqueID, HrisID, etc.
Singled-out from SmartRecruiters User ID
Errors
EXTERNAL_EMPTY: Add together relevant external ID
EXTERNAL_INVALID
EXTERNAL_TOO_LONG

ssoIdentifier

required
Just required if SSO is enabled
Errors
SSO_DISABLED: Articulate SSO ID values from column, or enable SSO
SSO_ENABLED_BUT_IDENTIFIER_IS_NOT_PRESENT: Include information technology, or disable SSO
SSO_ID_TOO_LONG

activation

optional: defaults to Active
True / FALSE
Active / Inactive
1 / 0
Errors
ACTIVATION_TOO_LONG

systemRole

optional: defaults to Basic / RESTRICTED
Admin / Extended / Standard / Basic / Employee
Ambassador / EXTENDED / STANDARD / RESTRICTED / EMPLOYEE
Errors
ROLE_UNKNOWN: Cheque spelling and lucifer capitalization
ROLE_INVALID
ROLE_TOO_LONG
ROLE_TOO_SHORT

accessGroup

optional: defaults to 'NA' / none
Errors
ACCESS_GROUP_UNKNOWN
ACCESS_GROUP_INVALID
ACCESS_GROUP_TOO_LONG

languageCode

optional: defaults to en
List of available languages is maintained here.
Must be expressed in ISO 639-1 format (two messages), lowercase
Errors
LANGUAGE_CODE_TOO_LONG
LANGUAGE_INVALID_FORMAT
LANGUAGE_CODE_UNKNOWN

countryCode

optional: defaults to 'NA' / none
requires metropolis, cannot be used alone
Must be expressed in 2 digit ISO Code format (2 letters), lowercase
Errors
LOCATION_COUNTRY_CODE_UNKNOWN LOCATION_COUNTRY_CODE_INVALID_FORMAT LOCATION_COUNTRY_CODE_TOO_LONG
LOCATION_CITY_AND_COUNTRY_CODE_REQUIRED

city

optional: defaults to 'NA' / none
requires countryCode, cannot be used alone
Errors
LOCATION_CITY_INVALID_FORMAT
LOCATION_CITY_TOO_LONG
LOCATION_CITY_AND_COUNTRY_CODE_REQUIRED

SmartCRM

optional: defaults to 'NA' / none
requires your company have SmartCRM enabled
TRUE / Imitation
Active / Inactive
1 / 0
Errors
SEAT_SMART_CRM_DEACTIVATED
SEAT_SMART_CRM_INVALID_FORMAT
SEAT_SMART_CRM_TOO_LONG

SmartAssistant

optional: defaults to 'NA' / none
requires your company have SmartAssistant enabled
Truthful / FALSE
Agile / Inactive
1 / 0
Errors
SEAT_SMART_ASSISTANT_DEACTIVATED
SEAT_SMART_ASSISTANT_INVALID_FORMAT
SEAT_SMART_ASSISTANT_TOO_LONG

SmartMessage

optional: defaults to 'NA' / none
requires your company have SmartMessage enabled
TRUE / FALSE
Agile / Inactive
1 / 0
Errors
SEAT_SMART_MESSAGE_DEACTIVATED
SEAT_SMART_MESSAGE_INVALID_FORMAT
SEAT_SMART_MESSAGE_TOO_LONG

SmartPal

optional: defaults to 'NA' / none
requires your visitor have SmartPal enabled
TRUE / Simulated
Active / Inactive
1 / 0
Errors
SEAT_SMART_PAL_DEACTIVATED
SEAT_SMART_PAL_INVALID_FORMAT
SEAT_SMART_PAL_TOO_LONG

(Non-Specific Mistake Cases)

Errors
ERR_COMPANY__NOT_PARSABLE_FILE
ERR_COMPANY__NOT_PARSABLE_FILE_INCORRECT_FILENAME_OR_EXTENSION
ERR_COMPANY__NOT_PARSABLE_FILE_HEADER_TOO_LONG
ERR_COMPANY__NOT_PARSABLE_FILE_HEADER_MISSING_OR_INCORRECT_COLUMN
ERR_COMPANY__NOT_PARSABLE_FILE_HEADER_DUPLICATED_COLUMNS
ERR_COMPANY__NOT_PARSABLE_FILE_HEADER
ERR_COMPANY__NOT_FOUND_DATA_TO_DOWNLOAD
ERR_COMPANY__NOT_FOUND_BULK
ERR_COMPANY__NOT_PARSABLE_FILE_HEADER_MAPPING_DUPLICATED_VALUES
GENERIC_PARSE_ERROR
REJECTED ERROR_INVITATION_EMAIL ERROR_USER_ACTIVATION ERROR_USER_ACCESS_GROUP ERROR_USER_SEATS ERROR_EMPLOYEE_UPDATE ERROR_LOCATION_UPDATE ERROR_SSO_IDENTIFIER_UPDATE ERROR_ACCESS_GROUP_UPDATE USER_ALREADY_EXISTS ACTIVATION_KEY_NOT_AVAILABLE LANGUAGE_DISABLED INVALID_USER_NAME SSO_IDENTIFIER_ALREADY_EXISTS
UNKNOWN_VIOLATION

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Source: https://help.smartrecruiters.com/Company_settings/User_Management/Bulk_User_Upload

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