Import Employee Data from Local

If your enterprise has an internal identity management system locally, and you want to quickly replicate employee data into IDaaS for unified management, you can refer to this module to directly import user and organization data into IDaaS to quickly build the identity management system.

Prerequisites

• Administrator permissions for the IDaaS Enterprise Center.
• Local user and organization data has been prepared in advance.

Procedure

1. Log in to the IDaaS Enterprise Center. You can enter the data import page from either of the following two entrances:

   • Choose Settings > Import/Export from the top navigation bar to enter the data import/export page.

     

   • Choose Users > Organizations and Users from the top navigation bar, and click Import on the right to enter the data import/export page.

     

2. On the data import/export page, select Data Import from the left dropdown, and choose to import users or organizations according to actual requirements.

   TIP

   The operations for importing users and organizations are the same. The following uses importing users as an example.

3. On the User Import page, click Download Import Template, fill in the template as required. Key fields are described below.

   TIP

   Parameters in the import template support customization. When a user attribute is set as required and allowed for import, that field is required in the template and will be validated. For custom attributes, refer to Manage User Attributes.

   • When the password initialization policy is enabled and Email is selected, the email field must contain a valid email address; otherwise, the temporary initialization password cannot be received. If the email is not filled in, the user holding the account cannot log in to the user center or reset the password after account creation. The enterprise center administrator needs to reset the password.
   • When the password initialization policy is enabled and SMS is selected, the mobile field must contain a valid mobile number; otherwise, the temporary initialization password cannot be received. If the mobile number is not filled in, the user holding the account cannot log in to the user center or reset the password after account creation. The enterprise center administrator needs to reset the password.
   • When the password initialization policy is enabled and SMS + Email is selected, either the email or mobile field must be filled. If both email and mobile are filled, the system sends the initialization password via email by default. If only one of email or mobile is filled, the system sends the initialization password via the filled notification method. If neither email nor mobile is filled, the user holding the account cannot log in to the user center or reset the password after account creation. The enterprise center administrator needs to reset the password.
   • status is a built-in field in the template that controls the status of imported users. This field is not mandatory. If not filled, the user status is enabled by default.
   • For the Country/Region, Gender, ID Type, and Personnel Type fields, refer to the code or name in the corresponding tab of the template.

4. After filling in, return to the User Import page, upload the spreadsheet. After successful import, you can return to the Organizations and Users page to view the imported data.