If you're looking to provision users via a file, you will need to share with us the details in the correct format.
ID, Email, FirstName and LastName are mandatory, the rest are optional but enhance the experience on the platform.
We anchor all employee data based on the user's ID, so if there is a new profile to be set up, that should be added as new row with a unique ID.
If a user is to be deactivated from Workvivo, you can either omit the user row from the file, or drop in an additional column: LeaveDate
A few additional items to note:
- ID needs to be unique per user and stay consistent for each import
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The names of the column heading's cannot be changed
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Any dates must be in format YYYY-MM-DD
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You can delete any columns you do not wish to include
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Most organizations populate Department and Location details at a minimum which will put users in relevant teams on Workvivo
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If you'd like to add additional team types alongside Department and Location, please let you Project Manager know
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AuthMode is utilized for organizations with both password and SSO users. If your organisation is only password, only SSO, or multiple SSO tenants, please omit the column. Please note, password and sso values in the column cell must be lowercase.
SFTP Setup
We can create a dedicated SFTP server (an AWS s3 bucket) for your organisation to drop a user file into on a regular cadence or or else if you prefer you can grant us access to an SFTP on your side where we can pick up the regular file.
If you are not familiar with using SFTP you would need to download either Transmit or Cyberduck to access the SFTP server.
Once you have access, you can simply upload the file to the server and we will pick this file up automatically. We will need the file being uploaded to have the same name each time to allow us to automatically run this in. Once we've accessed the file from the server the file will be deleted immediately from the server.
Other clients have set up internal automated jobs set to drop a file in once a day / once a week etc. and this works seamlessly.
If this works for your team we can discuss a time that we will schedule the file upload to Workvivo on our side- most orgs pick a time outside of working hours eg 5am to avoid staff noticing any changes in leavers, joiners while they are online.
Additionally, before the first upload we will take a look at your user file and ensure it is adhering to the column naming conventions, date formatting etc that our system looks for.