Purpose
The User Import feature in Cleary allows you to upload or edit multiple users at once by uploading a .CSV file into the admin portal. When uploading a CSV, you’ll want to make sure your file matches that of the Cleary User Import Template, which you can view here. Make sure you do not change the names of the column headers!
Uploading a new User Import:
- Navigate to the Admin section in Cleary’s main navigation bar
- Under User Management on the left navigation pane, click User Imports
- Select the Date Format that matches the format of the dates in your .CSV file
- Click Upload CSV on the top right
- The resulting import will be displayed below.
- Click View Results to view added users.
- When viewing results, click on the ID Number to edit the user.
- When viewing results, Failed Imports can be viewed along with their associated errors.
- If running another import, results can also show Unchanged Records and Changed Records. Click View To see a user’s changes from running the import.
Common Failed Import Errors
- Validation failed: Primary email must be unique for active employees
- Occurs when an email address is associated with more than one Active user.
- Validation failed: Primary email is required
- Email field is missing or does not match Import Template.
- Validation failed: First name is required
- First name field is missing or does not match Import Template
FAQs:
Q: Does all employee information get overridden and updated during the user import?
A: Yes, all employee information syncing from the ATS/HRIS integration will be updated in the user's record. There will also be a log displaying the changes.
Q: When an employee leaves the company, will that be reflected in Cleary from the user import?
A: Yes, as long as the report is set up correctly, the user's end date will be entered into Cleary and their status will be changed to Inactive at that time. Note: Removing a user record from your HRIS/ATS report may not change that user to be inactive, but adding an end date or adjusting the Active status of the employee will.
Q: Why are there duplicate user records showing in Cleary?
A: This can happen due to a new email address or HRIS/ATS ID being attributed to the user. Please reach out to Cleary support if you notice any duplications!