Setting up Team Imports

To set up a Team Import:

  1. Create the CSV text file.

    You must create the Team Import CSV file according to the field specification listed in Team Import Interface field specification.

  2. Specify this information to create a scheduled task in the Job Scheduler:
    Task Type
    Import Task
    Import Task Parameters: Interface Type
    TEAM HIERARCHY IMPORT
    Import Task Parameters: Transformer Class Name
    Select the Use Default Transformer check box unless using a custom transformer class.
  3. Specify this information to create a scheduled task in the Job Scheduler:
    Task Type
    Interface Task
    Interface Task Parameters: Interface Type

    TEAM HIERARCHY IMPORT

    Interface Task Parameters: Overrides Existing User Team
    During a user-role assignment for a team, if the role is occupied by another user for the specified date range and this check box is selected, the interface overwrites the existing user in the role with the new user that is indicated in the CSV data file.
    If this check box is cleared, a "Role exists for the given period" error is generated and user-role assignment is not performed.
    When the specified role is virtual and Wbut_Action=UPDATE, this setting is ignored and the Wbut_Action is treated as ADD, since virtual roles can have multiple user assignments at the same time.
    If the role is not virtual and this check box is selected, the interface arranges the records for the given role and team based on the interface user and dates.
    If the role is not virtual and this check box is cleared, the interface gives an error "Role Exists for the given period" if there are overlapping records.
    Interface Task Parameters: Workforce Management Team Type
    The default team type that is used for newly created teams without a specified team type.