Setting up Team Imports

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

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 or a transformer script.

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.

Interface Task Parameters: Include Team Location

Select the check box to update the parent location for existing teams.