There are a number of different options to add your users to the Together platform, the three main options we support are:

1. Adding users/admins manually, one at a time
2. Integrating with your HRIS system to manually sync user/admin data
3. 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
• Email
• 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 my selecting Manually enter data. 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. 

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. If you're creating a new custom field, use the dropdown menu under Destination Fields to select Add as a new field. 

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 data. Once you click the Continue button you should see a summary of what data will be uploaded. If everything looks correct then you can hit the Submit button. 

Once you hit the Submit button you will be asked to confirm the visibility of any new organization fields. This setting will be applied to all programs. You may set the visibility to Everyone or Admins Only using the drop down menu beside each field. Click Finish to complete the configured settings and import the CSV.

• 📌 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!