📌 If your team is using an Okta, Azure, or OneLogin SCIM integration, this article does not apply to your workspace, as these integrations manage your user data. For assistance, reach out to your Haystack contact or support@haystackteam.com
Uploading Your User Data Pre-Launch
If you're in active implementation, you're probably eager to get your user profiles uploaded to populate your user directory, org chart, and more! The good news is that this is a super-easy process with a very critical first step.
⭐️ If you are uploading your user data before implementation, start here before taking any next steps.
As you may know, email notifications about new content are sent to both active and unclaimed users. Learn more about user types here. This is super helpful post-launch, but not ideal pre-launch.
To ensure that your uploaded users do not receive notifications before launch, we first must turn off email notifications.
Visit your Admin Console and navigate to the Security Settings page.
On this page, toggle off the Email and Mobile Notifications toggle. Like this:
Once off, no notifications about new content, user accounts, etc will be sent to any users in your workspace. Giving you a safe space to upload your content, configure profiles, etc.
Leave this toggle OFF until your launch day!
If you have any questions about these steps, please don't hesitate to reach out to your Haystack contact or support@haystackteam.com. We're happy to walk you through it!
Completing Your User Data .CSV File
Step one in getting your users uploaded to your workspace is completing your user .csv file.
You can find the template for your user .CSV file here and attached at the bottom of this article.
Complete this template with your employee data.
Make sure you leave the headers exactly as-is.
Follow the formatting notes in the headers for country, start date, phone number, birthday, and pronoun) exactly as listed.
Uploading Your User .CSV File for the First Time
When your use file is complete with your employee data, you're ready to upload to your workspace.
If you are uploading your user data before launch, please double-check that you've read and completed the steps in this section above: Uploading Your Users Pre-Launch.
Visit your Admin Console and navigate to the Manage People page.
Click the Import CSV button in the header.
Scroll to the bottom of the modal and Select File to upload your .csv file. The upload will immediately process and display the confirmed changes, additions, and any issues in your file.
If you see issues in the Parse Check section, review your file and make changes as needed.
When ready, click Import and your user data will automatically upload.
Uploading Your User .CSV File to Make Employee Updates
In addition to an initial upload, you're welcome to upload a user .csv file to make updates to existing employees (for example, updated job titles, new managers, etc).
To do this, simply follow the steps in the Uploading Your User .CSV File for the First Time steps above.
To make user updates, user email addresses in your file must match user email addresses in the platform.