The Personnel Import allows you to upload your own CSV file to Compliance, without having to worry about DISS downloads. This approach is best when you are adding many users at once, because you don’t have to type in the emails on your own. Once these users are in Compliance, they can be synced easily with DISS automatically. Here are the step-by-step instructions:
Prepare a .csv file (Personnel Import Template.csv) with all of the the following columns for all of the employees you want to import: first_name,last_name,ssn,email . For example: Bob,Barkelyson,001-00-0001,[email protected]
Log in to your account, click on the “People” section. Click on “Import CSV”
3. Enter your Import Name and ensure the Type of Data is set to Personnel. You will be brought to our Import Wizard to upload your CSV.
4. In the Required Properties section, select the three columns in your CSV that match to the three required properties in Compliance: Email, First Name, and Last Name
5. In the Optional Properties, match your imported columns (left side) to their corresponding properties in Compliance (right side).
6. Our system will identify any new users or changes to existing accounts. As well, it will identify any invalid records and provide errors.
Click Import Data to finalize the import.
Congratulations! Your users are now in Compliance.