Importing User Role Mapping Bulk Load: Step-by-Step Guide

The user role mapping can be done by utilizing the role mapping template. The examples given below can be referred for a better understanding.

Step 1:

• Fill in the required information in the template format. The Excel file must be saved in the CSV format.
• Open the saved file in Notepad and replace all “,” with “|”. Save the file as “user.dat”.
• Zip the Notepad file (now named User.dat) for importing in Step 5.

Step 2:

Access the Data Exchange by following these steps:

• Navigate to Home.
• Click on the Navigation menu.
• Select My Client Group.
• Choose Data Exchange.

Step 3:

Click on “Import and Load Data”.

Step 4:

Note: Access to import and load data requires the Human Capital Management Integration Specialist role.

Step 5:

Click on “Import file”.

Step 6:

Follow these steps to upload the file:

• Click “Choose file”.
• Select the saved zip file (User.zip) and open it.
• Click “Submit Now”.

Step 7:

• In case of failed objects, click on them to view detailed error reports.
• Refresh the page to update the Import/Load status until completion.

Step 8:

After the import is complete, run the scheduled process using the following steps:

Step 9:

Click on “Schedule New Process”.

Step 10:

Complete the process by following these steps:

• Search and select “Retrieve Latest LDAP Changes”.
• Search for and select “Import User and Role Application Security Data”.

Step 11:

Click “Submit” and confirm with “OK” when prompted.

Step 12:

• Monitor the job status as shown in the below image.
• Refresh the page to update the status until it shows as successful.

Step 13:

You can now verify all users and their assigned roles.

By carefully following the outlined steps, the process of importing user role mapping in bulk can be carried out successfully.