In this help doc
Member Import Fields
Here's the full list of available fields for Member Import.
You can update any of these fields using Member Email.
For more information see How to Import Import Members in Bulk.
Import Fields | Example |
Full Name | Jonnie Maine |
Phone Number | Any text accepted |
Phone Extension | Any text accepted |
Mobile Number | Any text accepted |
Employee ID | Any text accepted |
Time Zone | Based on the Time Zone drop-down list. See step 7 in Edit Member Details. |
Status | Status is case sensitive and must be one of the existing Member Status Options. For example:
Permanent Contractor Intern Trial |
Hire Date | YYYY-MM-DD |
Avatar URL | URL format |
Archived | true or false |
Floor Section | Any text accepted |
Floor Name | Any text accepted |
Building | Any text accepted |
City | Any text accepted |
State | |
Country | |
SAML Authentication | true or false |
Member ID | The Member ID can be found in the Data Export report for Members |
Date Format | %Y-%b-%d (e.g 2022-Jan-30) %Y/%b/%d (e.g 2022/Jan/30) %d-%b-%Y (e.g 30-Jan-2022) %d/%b/%Y (e.g 30/Jan/2022) %b %d, %Y (e.g Jan 30, 2022) %d %b, %Y (e.g 30 Jan, 2022) %m-%d-%Y (e.g 01-30-2022) %d-%m-%Y (e.g 30-01-2022) %Y-%m-%d (e.g 2022-01-30) %m/%d/%Y (e.g 01/30/2022) %d/%m/%Y (e.g 30/01/2022)
|
Locale | Locale refers to Language. See Supported Languages & Locales for more info. |
Mailings Preference | "All", "Custom" or "None". If "Custom" is selected, an additional column named "Subscribed Email Template IDs" needs to be created and filled with the desired email template IDs. The template IDs can be obtained by doing a Data Export of the Email Templates. |
Notification Email Frequency | Immediately, Hourly, Daily, Weekly, None |
Custom Notifications |
Position Fields Included in Member Import
Note, included in the above list are the following Location fields. Importing them will update all Positions of the Member.
Floor Section
Floor Name
Building
City
State
Country
Tips for Importing Country Names
At MetaPulse we use the International Organization for Standardization (ISO) Country Codes, called ISO 3166.
To successfully import countries in your member list, it's important to use the correct name.
There are two methods of importing:
Using the 2-letter codes (called the Alpha-2 Code, e.g US for United States)
Using the English short name - e.g. United States of America
MetaPulse will do a partial search to find the closest matching Country in case it was misspelt or incomplete.
If it can't find a match, you'll get a validation error.
To save time, you can search the ISO 3166 and find the correct country code or short name.
Tips for Importing State Names
For the State, do not use the short codes. Always use the full name, e.g use "Florida" not "FL".
We currently don't validate State names, so whatever you import will be accepted.
To find the State names, search the ISO 3166 (click button above) and simply click on the Country link as illustrated below.
Tips for Importing a Member's Custom Notifications
Company Profile Custom Notifications can be updated for all members via import.
Note, only those fields imported are updated.
Example Syntax
The syntax requires a colon : at the end of he Custom Notifications Type, and a semi-colon ; at the end of the Frequency.
custom_notifications_type: frequency; Custom_Notifications_Type: frequency;
Spreadsheet Import Example
Custom Notifications | |
knowledge_assignment_created: daily; knowledge_comment_created: weekly; knowledge_approval_step_pending: immediately; report_created_confirmation: never; report_assigned: default; |
List of notification types
knowledge_approval_step_pending
knowledge_approval_requested
knowledge_assignment_created
knowledge_assignment_updated
knowledge_assignment_manually_created
knowledge_assignments_multiple_created
knowledge_subject_assignment_created
knowledge_collaborator_added
knowledge_comment_created
report_created_confirmation
report_assigned
data_import_succeeded
data_import_failed
data_export_succeeded
data_export_failed
Frequency Settings
default
never
immediately
hourly
daily
weekly
If you have any questions, please reach out to support via the chat bubble below.