Compliance allows you to upload a CSV of personnel/users into your account, allowing you to add your users in bulk.

This article discusses the mandatory fields and highly recommended fields, like Facility ID, and the steps to include them in your upload.

You can download an example template here: Compliance CSV Import - Example.csv

Feel free to add or remove any of the optional fields explained in the sections below.

Fields to Include in Your CSV

When deciding what to include in your CSV, we can separate them into three categories:

Mandatory Fields

You will not be able to upload a CSV without these fields

First Name
Last Name
Email

Note: All employees will automatically be given the Employee Role. This cannot be changed in the CSV upload.

Highly Recommended Fields

The upload can proceed without these fields. However, their inclusion will help facilitate some functionality of the platform in the future and will be beneficial for the majority of our clients. These include:

Social Security Number (SSN): You can sync with DISS later to update a user's accesses and eligibilities. SSN is required for the DISS import, so this is important information to include in a user's profile.
Facility ID: Compliance uses Facility ID to determine which users and Security Officers will receive notifications whenever their employees perform actions within the platform. A Security Officer will receive notifications for their employees who share the same Facility ID.

NOTE: If you choose to include Facility ID, which we highly recommend, you must first grab the Facility ID from within your Compliance account. You will receive an error if you do not.

To do so, click Administration > Facilities. Choose your Facility, then copy the ID number from your browser's URL. You can then add this number into the Facility ID column.

Alternatively, if you export your list of Facilities, you can grab the ID from the report.

Optional Fields

These are fields that are not required or as important as SSN and Facility ID, but still provide valuable information about your users. Some examples include:

Employee ID #
Manager ID
Department
Location
Title
Hire Date
Termination date
Date of Birth
Place of Birth
Personal Email
Home Phone
Mobile Phone
Work Phone
Street Address
City
State
Zip
Country

Uploading Your CSV

After you've saved the completed CSV to your computer, you can upload it directly into your account:

Click the People button in the left side panel.
Select the Import CSV button.
Name your import and ensure the Personnel type is selected.

4. Follow the import guide through the 4 main pages:

Upload Page

The Upload Page shows general rules for the import type you're uploading. This is also where you'll browse for and select your CSV File.

Required Properties

This is where you'll map the three mandatory fields: email, first name, and last name. Choose each property from the dropdown list that matches your CSV headers.

Optional Properties

This is where you'll match the optional headers in your CSV with the properties in the platform. Use the dropdown list on the right-hand side to match with their corresponding headers on the left.

If the field has a blank item in the Imported Data Sample column, it will show as Unmapped. This will not prevent other items in that column from being imported as long as you map the Imported Column to the Compliance Properties column. Once this section is complete, select 'Next'.

Finalize

This page will show how many new users will be created, how many existing users will be updated, and how many records are invalid. Use this page to confirm that your records will upload/update correctly. Click Import Data to complete the process.

Invalid records do not prevent you from importing the other records.

Updating Existing Users

As referenced above, the import wizard also has the ability to update existing users. This uses email address as the unique identifier to ensure we are targeting the correct people.

One way to do this is to export your existing list of users into a CSV, editing your fields, then re-uploading that CSV back into the system.

To export a People CSV, go to People > Export CSV in your account.