Preparing File Formats for UPS
User Provisioning Service can upload both user and department sync files that are either exported from another database or created manually.
Note: If you are using the Active Directory sync feature, see Configuring Active Directory Settings.
User Sync File Format
A user sync file must be a tab-delimited file conforming with the user information formatting requirements.
Note: The order of the user information fields (columns) within the sync file is not important. In a subsequent setup step, you will map each sync file field to its corresponding PolicyTech database field.
Department Sync File Format
A department sync file must be a tab-delimited file containing department information in the following format:
| Reference ID | Department | Site Name |
| [unique alphanumeric identifier] | [department name] | [site name] |
Note: When the sync file processes the header row is ignored.
For example:
| Reference ID | Department | Site Name |
| HQ101 | Accounting | Corporate Headquarters |
| HQ102 | Human Resources | Corporate Headquarters |
| HQ103 | Engineering | Corporate Headquarters |
| HQ104 | Purchasing | Corporate Headquarters |
| HQ105 | Technical Services | Corporate Headquarters |
After following these instructions to prepare a user or department sync file (or both), place the file or files in the folder you specified for Drop Location when configuring upload settings in User Provisioning Services.
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