Step 1: Create and download an import template
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In this step, you create an import template by selecting an import type and choosing the import fields to include in the template.
Import type
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Description
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Create user
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Creates users in SilkRoad Onboarding and populates user details, EUP, assignment categories, key properties, team memberships, launch events, and more.
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Launch events
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Launches events for existing users.
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Update users
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Updates existing users and updates user details, EUP, assignment categories, key properties, team memberships, and more.
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Key info
- The templates are generic so that you can populate them based on your needs.
- When selecting import fields for a template, required fields are preselected (gray check mark) and you cannot de-select them.
- The list of available fields gets updated nightly to reflect any changes made from that day.
- The create user template does not have preselected required fields because of the pending user functionality.
- The template that is created is a Microsoft Excel file.
- The downloaded Microsoft Excel filename matches the import type. Example: CreateUsers.xslx.
- You can change a downloaded template's filename but do not change the worksheet tab name within it.
- From the Imports List page, click New Template.
- Select an import type, select Next.
- Select the fields to include on the template.
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Tip: Click Select All to select all fields or Clear All to clear all fields.
- Click Next.
The fields you selected appear on the Download Template page.
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- If you need to add or change fields, click Previous. Otherwise, if all looks good, click Download Template.
- On the Save As pop-up window, save the template to your computer.
- Click Finish.
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