Totara Learn Open Discussions

HR Import setup

 
Michael Lovisa
HR Import setup
de Michael Lovisa - Monday, 21 de November de 2022, 12:35
 

I'm new to Totara Learn and thus HR Import.  A couple of things aren't intuitively obvious under User - CSV source settings and I can't find such details in any of the training.  Any help in explaining how they work would be most appreciated!

  1. How does one change the fields listed at the top of the page under, "The current config requires a CSV file with the following structure:"?  There doesn't seem to be a way to add/delete/modify any of the fields listed there but it can obviously be done.
  2. How is it that the fields listed as "...requires a CSV file with the following structure" do not have a 1-to-1 correspondence with fields listed elsewhere on the page, e.g. "Fields to import" or "Field mappings"?  How does HR Import know what to do with such fields that aren't explicitly specified in either of those two sections?  We have some whose names start with "customfield_" that are not referenced anywhere else, and I don't see how HR Import knows what to do with them, but it does.
  3. How does one know when a Field Mapping needs to be specified?  We have some where the mapping is named the same as the field (e.g. for field "password", the mapping is to "password", which doesn't seem like it would be needed but it was for some reason).

Thank you for any help!

Marcas:
Craig Eves
Re: HR Import setup
de Craig Eves (Totara Support) - Monday, 21 de November de 2022, 16:39
Grupo Totara

Hi Michael

First of all can you check you are logged in an site administrator so you can to see all the HR Import settings

  1. How does one change the fields listed at the top of the page under, "The current config requires a CSV file with the following structure:"?  There doesn't seem to be a way to add/delete/modify any of the fields listed there but it can obviously be done.
    You can add fields for each CSV source under HR Import > Sources > User > CSV and tick the fields listed that you want to include in the import file
  2. How is it that the fields listed as "...requires a CSV file with the following structure" do not have a 1-to-1 correspondence with fields listed elsewhere on the page, e.g. "Fields to import" or "Field mappings"?  How does HR Import know what to do with such fields that aren't explicitly specified in either of those two sections?  We have some whose names start with "customfield_" that are not referenced anywhere else, and I don't see how HR Import knows what to do with them, but it does.
    The fields listed are the fields that have been ticked and the compulsory fields , Custom fields are fields that have been added by the administrator and are automatically added to the list of fields to select
  3. How does one know when a Field Mapping needs to be specified?  We have some where the mapping is named the same as the field (e.g. for field "password", the mapping is to "password", which doesn't seem like it would be needed but it was for some reason).
    That is right a field that has a column name the same as the fields listed under requires a CSV file with the following structure" doesn't need to be mapped - it is only when the column name is different to the one shown in the structure shown.
    The column name needs to be exactly the same with the same case and also not including trailing spaces in them
See the link to the online help for more info on the fields available for user file 

Regards