To prepare the User Upload template:
Log in to Oloid Portal.
To download the template, go to Directory
> Import > Import Users. Open the downloaded template in Excel.
In the template, select rows 6 to 10, right-click and click Delete to remove these rows.
Columns A, B, and C are mandatory fields required to successfully upload the user data. Keep any additional columns that requires updates as part of the User data. Rest of columns should be selected and deleted using the right click option.
Fill the remaining columns with the relevant user data and save the updated template with an appropriate file name.
IMPORTANT TO NOTE:
If you do not have the Primary ID (Employee ID) of a user and want to assign Oloid’s Default ID – known as “oloid”- then use
{{oloid}}in the primary ID field. Refer to the snapshot below for reference.
To remove an existing user, set their Status field to TERMINATED.
If you want to add any custom fields, please add the custom header name and populate the column in the file. Do not add
#Oloid#_prefix with custom headers.