There are a number of different options to add your users to the Together platform, the three main options we support are:
- Adding users/admins manually, one at a time
- Integrating with your HRIS system to manually sync user/admin data
- Uploading a list of your user/admin data via a CSV
This article will cover the third option: uploading a CSV to Together.
Building your CSV File
The first thing you will need to do before signing into Together is to assemble a CSV file with each of the relevant columns of data you will want to include on the platform.
There are a few fields that are mandatory and you will need to include them in your CSV upload, these include users:
- First name
- Last name
- EmployeeID (if applicable)
- EmployeeStatusCode: This field is used to inform Together when users have been terminated from your organization.
- A value of “T” stands for terminated, “A” for active, and "L" for on leave. If you would like to report on employee turnover you must include terminated employee records to the maximum possible past time.
We also have a wide range of optional fields that you can include as well, for more information on suggested fields to include, please see here: User Directory Data Spec. If you would like to add additional, custom fields, outside of the list outlined in our Data Spec you can do so by labelling it anything you would like, as long as it does not match any of our current fields included in the Data Spec.
For example, if you would like to include a specific field that we do not natively support such as "Management Level", you could include a column in your CSV with a column header titled management_level. This can then be mapped in Together once you upload your CSV.
Uploading your CSV File
Once you have compiled all of your users' data in a CSV file, the next step is to upload it to the platform.
First, you will need to sign in as an admin, then head over to your user table. From your user table, click the Import User Data button:
Note: if you have not yet completed your program's registration setup, you may also import user data by clicking on the first step under Registration > Registration Setup:
From here, you will be presented with two options:
- One-time Import, where you can upload or manually enter employee data (names, email addresses, and employee IDs.)
- Sync, where you can connect your HRIS to sync employee data on a daily basis.
For this case, we will be selecting the One-time Import option. Next, a window will open for you to upload your users - you can either upload the CSV file directly or copy and paste the data from the CSV into the table below. Alternatively, you may also drag and drop your CSV file anywhere in this window.
Mapping your CSV Fields
Now that you have uploaded your CSV, the next step is to map each of the fields that you have included as columns within your file. Once uploaded, you should see a question asking you if your file contains column headers at the top of your sheet.
In my case, I included all of my fields as the first row in my spreadsheet (i.e. as column headers), so I would want to select Yes.
If you included headers but on a different row, please select the Select another row option. If you included no headers, select the No header row and continue on.
- Note: if your data looks strange in this view, please try changing your Encoding format to see if your data appears correctly. Typically the ASCI or either of the UTF (8 or 16) formats will work if you're exporting your CSV with default encoding values from spreadsheet tools such as Google Sheets or Microsoft Excel.
Once you have chosen your column header option, you will see a list of each of the columns/fields included in your CSV. Scroll down through this page to see a list of all of your fields:
By default, most fields should automatically suggest the correct field to map in Together, however, sometimes you might need to manually assign a specific field here. In my case, the First Name column in my CSV file automatically found the First Name field in Together. If I'm happy with this mapping, I can simply click the Confirm Mapping button:
If you ever need to change this field mapping, you can do so by clicking the field dropdown on the right-hand side of the field box, then selecting the correct field in Together you want to map your column to:
Once you have gone through each of the fields listed in this window and Confirmed your Mappings, you can go ahead and hit the Review button:
- Note: If you have columns in your CSV that you do not want to be included in the upload, be sure to click the Ignore this column button instead!
Review your Upload & Submitting
Now that you have mapped all of your fields, the final step before you finalize the upload is to review your CSV file. Once you click the Review button you should see a summary of what data will be uploaded. If everything looks correct then you can hit the Continue button.
If there are any errors with the data, they will be flagged for you to review on this page. In my case, my data looks good to go so I can continue on!
Once you hit the Continue button you will be asked to confirm one final time to submit your data. If you're ready to submit, click the Yes button. Your data will immediately begin uploading.
- Note: Depending on the size of your CSV file and the volume of data included in it, the amount of time it will take for this data to show up in Together will vary. Please check back shortly if your data does not show up within a few minutes.
Finding Your New Data
Now that you have uploaded your data, you should be able to see it on your user table. If you're adding any net new users, I generally recommend you to sort your user table by Date Created to see any new users who have been added successfully.
Here you can see the example data that I uploaded earlier:
Have more questions? Submit a request here and let us know how we can help!