The following article is designed to give administrators and agents with the import permission an overview of the following topics:
- Manually importing and/or updating users in Incident IQ through uploading a CSV file
- Accessing incomplete pending imports
- Reviewing completed imports
You can use the following links below to quickly navigate to a specific section in this document. To quickly return to this index simply use the Return to Index link located at the end of any section.
- Importing your CSV File and Configuring the Import
- Completing Pending Imports
- Reviewing Completed Imports
Importing your CSV File and Configuring the Import
Under most circumstances, you will already have users getting created and updated through a nightly sync with your districts selected AD or SSO option. However, there may be times where you need to supplement the user data coming in through the sync with additional data, or import new accounts entirely if needed. This can be done through the user importer. You can access this feature by clicking on Users > Import Users from the left navigation bar.
If needed, you can download a template for uploading your users on this page. Please note, the template only includes the default user fields in Incident IQ. Any additional fields you want to include may be added to the spreadsheet and mapped to a custom field created in the Custom Fields section under Administration.
When you are ready to being your import, you can drag and drop a file into the CSV file to import section.
Once your file has been uploaded, you will be taken to the first page of the importer where you will begin mapping the fields in your spreadsheet to fields in Incident IQ. Please note that at the top of the importer you will see a progress bar denoting which step you are on at all times. If you ever need to go back to a previous step in the import process you can do so by selecting it here.
You will need to begin Field Mapping process by selecting one of the following matching strategies:
- Match By Email
- Match By School Id
Any field added to the mappings will need to have a target field identified in Incident IQ. If the field has a green check mark next to it then the field is properly mapped.
You will be alerted to any fields that were not automatically mapped by the importer at the bottom of the page. To review these fields, simply click on Add Field Mapping. This will open up a window where you identify any additional fields that should be added to the import.
Once you have mapped all of the fields you want to import, click on Continue to Next Step.
At this point, depending on the fields mapped you may need to go through additional steps to map the following fields to values in Incident IQ:
Please note that if you did not map these fields in the Field Mappings step of the import, then you will not see a step to map them during your import. When going through each of these steps, please note that you can easily identify how many values still need to be mapped at the top of the page.
As with the Field Mappings step, you must confirm any mapped values in the Target value in IIQ field column during these additional mapping steps. You may click on any value to manually select what the field should map to.
This will open up a new window where you can search for and select the value you wish to map to in IIQ. Please note, each suggested option will be assigned a percentage based score of how likely the suggested value is the match you are looking for.
Please note, you will need to either map all values listed or skip them to continue each step of the process. When mapping the values, you can choose to accept all recommended values suggested by the importer, or accept their mappings individually.
Once you have saved your mappings on these pages, click on Continue to Next Step.
After all fields and values have been properly mapped in the importer, you will be taken to the import preview page. From here, you can review which assets will be created, updated, or skipped during the upload. If you need to make any changes, you can go back to the relevant step to do so. Once you are ready to begin the import, click Begin the Import Process.
Completing Pending Imports
The User Importer allows you to stop the import process at any time and resume the import process whenever needed. To access any pending incomplete import, simply navigate to the import in question and click Continue.
Reviewing Completed Imports
You may review any recently completed imports towards the bottom of the User Importer page.
If you need to access a detailed report of which users were created, skipped, or what fields were updated during a specific import, simply click Show Import Results to open the Import Results page.
Alternatively, you can click Download Results to log file of the import instead.