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How to Import Your Accesses and Eligibilities

Updated over a month ago

After you've uploaded users into your Compliance account, you can add/update their Accesses and Eligibilities in bulk through the DISS import or general Import Wizard. In both methods, your users must first exist in the platform, as the import requires you to enter an existing unique identifier to identify the right personnel. This article walks you through both options.

Import from DISS

The DISS Import allows you to upload CSV files containing the latest user access and eligibility information from DISS.

The DISS import uses SSN as the unique identifier to match users in your account. If a match is found, their Accesses and Eligibilities will be updated with the information in your file.

To start, click the People module in the left navigation bar. Then, select Import DISS. Follow this article for a full walkthrough on the DISS upload process.


Import via the Import Wizard

You can also upload your own CSV using the Import Wizard. There are two ways to access this tool:

  • Click People in the left navigation bar. Then, select Import CSV.


    OR

  • Click Administration in the left navigation bar. Then, select Imports > + Create New Import


Name your import and select either Accesses or Eligibilities from the dropdown list. The sections below discuss the steps for both.


Accesses Import

For Accesses, your CSV must include:

Field Name

Description

User ID

Can be SSN, Email Address, or ID*

Access Code

e.g., S, TS, C

*ID can be found by exporting a CSV from the people section. Each user's ID will be listed.

Optionally, you can also include columns that map to these Compliance properties:

  • Access Status ID

  • Contract ID

  • Brief Date (MM/DD/YYYY)

  • Debrief Date (MM/DD/YYYY)


Eligibilities Import

For Eligibilities, your CSV must include:

Field Name

Description

User ID

SSN, Email, or ID*

Eligibility Code

e.g., C, S, TS

Investigation Code

e.g., BI, NACI, T1

*ID can be found by exporting a CSV from the people section. Each user's ID will be listed.

Optionally, you can include:

  • Investigation Closed At

  • Reinvestigation At

  • Granted By Id

  • Granted At

  • Continuous Evaluation

  • Continuous Evaluation Grant Date

  • NDA Date

  • Investigation Status

  • Investigation Opened At


Finalizing Your Import

On the final page, you will see a summary of your import, including a count of New, Updated, or Invalid records. If there are errors, you may still complete the upload for the valid records.


After reviewing the information, click Import Data to complete the process.

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