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Setting up the CSV File

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Renishya Jayan

Data Requirements

The data that needs to be imported depends on the onboarding method that you choose. For each onboarding method different data is required, highly recommended, or optional. 

Specifications

Data Specification
Identifier
  • unique
  • permanently connected to the user
  • cannot be changed
  • identifies one and the same user throughout subsequent imports
Username
  • unique
  • cannot contain the character @
  • changeable
Email for Login
  • unique
  • changeable
Access Code / One-Time Password
  • can either be set with the CSV import or the systems generates 
 Recovery Code
  •  can either be set with the CSV import or the systems generates

Separator

Your choice. Staffbase recommends to use one of the following: 

  • Commas
  • Semicolons

Charset

  • Unicode (UTF-8)
  • Windows Westeuropäisch (windows-1252)

Example

CSV file to import users with either a username or an email address: 

csv_import-csv-file-username-email-example.png

View the CSV file as spread sheet: 

csv_import-table-username-email-example.png

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