Managing File Imports
The IAM File Import is used to add organizations, users, roles, attributes, and data items such as PSIDs and FEINs in Identity and Access Management (IAM) from a spreadsheet rather than by manually entering them in IAM.
This section is written for Dayforce personnel who will manage importing IAM organizations, users, roles, optional attributes, and data items such as PSIDs and FEINs. This document doesn’t give details about using IAM. For detailed information regarding prerequisites, formatting information in the template, and error descriptions, refer to the File Import User Guide.
The process flow of how data gets imported into IAM is as follows:
- Prepare Excel input spreadsheet using the template provided for download in IAM. The template can be downloaded on the File Import page in IAM.
- Process input spreadsheet using IAM File Import.
- Review status of imported organizations and users in IAM.
Warning: The spreadsheet is validated in IAM using File Import. Errors when entering data into the spreadsheet will not be apparent until then. Care should be given when entering data in the spreadsheet to prevent errors during the validation process.
Contents
Using IAM File Import Top
IAM File Import performs four tasks. It:
- Adds organizations. Users for an organization can be added after the organization exists.
- Maps partner products to organizations. As new partner products are supported in IAM, IAM File Import can be used to add the new products to existing and new organizations.
- Adds users. Both internal and external users.
- Maps users to roles. As new user roles are added, IAM File Import can be used to add users to the roles.
In order to use the File Import tool, you must be assigned to either the IAM Dayforce Admin and IAM Dayforce Implementation Admin roles. Additionally, the Importing attribute must be assigned to the IAM Dayforce Admin and IAM Dayforce Implementation Admin role.
Add an Import File Top
Use the steps below to use the File Import tool.
- In the IAM application, click the menu button.
- Click File Import.
- On the Imports page, click New Import.
- In the Import a File pop-up window, click Browse to locate the import file, and then click Import.
- The import file appears in Output Files list with a status of Loading. The ‘Output_’ prefix is added to the file name. Click Refresh after a few minutes to view the status of the file.
- Once the file has been added to the staging table, the status changes to Draft.
If an error occurred during the upload, the status of the file changes to Error. Validate the file and try uploading it again.
Validate and Submit an Import File Top
Once the import file has been uploaded and is in the Draft status:
- Click the file name in the Import Name column to validate the data in the file.
- Alternatively, you can review the individual lines of the import and delete any lines that are causing an error.
Each worksheet in the template is represented with an icon reflecting the status of the validation of the data on the worksheet.
|
Icon |
Definition |
|---|---|
|
|
The data on the worksheet is valid. No changes are required prior to completing the import. |
|
|
The data on the worksheet contains errors. You must make corrections prior to completing the import. The corrections can be made on the Imported File page. |
|
|
No data appears on the worksheet. This may be deliberate if no data was required for the purposes of your import. However, if you do need to add missing data, you must make corrections on the .xlsx spreadsheet and upload again. |
Note: If you do not see the valid icon (
) for all worksheets, you must make corrections prior to completing the import.
- Click any headers with an error icon (
) to see the errors. Rows on the spreadsheet with errors are shown with an exclamation icon (
). - On the worksheet tab, the fields with errors are shown in red. Scroll to the right to see the error description.
- Type in the field to make changes to the errored data. In our example, the Partner Role Attribute must be changed because it is not compatible with the Partner Role Name.
- To remove a line from the import, scroll to the right and select Delete Record.
- Click Update and Save to save the changes. The error icon () changes to a valid icon ( ) when the issue is resolved.
- Validate all worksheets until all issues are resolved.
If you want to cancel the import, click Cancel Imported File. - When the import file is validated and ready, click Submit Import.
- Click Back to view the progress of the import.
The status of the import file changes to In Progress as the import is processed. Processing takes a few minutes. You can click Refresh periodically to review the status of the import.
|
Status |
Description |
|---|---|
|
Loading |
The import file is in the process of being uploaded to the server. This process can take several minutes. |
|
Draft |
The upload is complete and the file is ready for validation. |
|
Cancelled |
The uploaded import file has been cancelled. |
|
In Progress |
The validated upload is in the process of being imported. This process can take several minutes. |
|
Error |
The import process failed and the import was not completed. |
|
Completed |
The import process completed successfully. |
Review Uploaded Files and Download an Import File Top
Upon completion of the import, you can look at the table on the Output Files tab to see the number of:
- Successful Records
- Cancelled Records
- Records with Errors.
You can also see who created the upload file and the date and time the file was uploaded.
If you need to view or download a copy of an original unedited import file for any reason, you can do so using the following process.
- Click Input Files.
The Input Files tab shows all uploaded import files and provides information about the upload such as the status, the creator of the file, and the date and time the file was uploaded. - To download a file, select the file by placing a check in the checkbox next to the file name.
- Click Export as Excel to download the import file. The file is downloaded to your web browser’s default file download folder.