Edge Import - New Organizational Unit Load Types (Group)

With this enhancement, Edge Import now provides the ability to import Group organizational unit (OU) metadata as well as user membership details. Both manual loads and automated feeds are supported for these two new load types. This functionality enables organizations to maintain their group data in bulk and migrate from Data Load Wizard (DLW).

The Group Load supports the following functionality:

  • Create new groups
  • Update existing group metadata, including the following:
    • Standard and custom fields
    • Group hierarchy
    • Localization (Translation load)

The Group Membership Load supports the following functionality:

  • Assign groups to users
  • Remove users from groups

Starter Guide

Select this link to download the Edge Import Core Loads Migration Guide.

Select this link to download the Edge Import User & OU Loads and Feeds Starter Guide.

Considerations

With the legacy Group load in Data Load Wizard, group organization unit data and membership data were managed in a single load type. With Edge Import, this is now managed in two separate load types.

Implementation

This functionality is automatically enabled for all organizations using Edge Import.

Access to this load is controlled by the new Access Edge Import Workflow - Group permission.

The template guides in Edge Import will contain additional information for the new load types.

Customers who have not purchased Edge Import can initiate purchase of Edge Import from the “Edge Import” tile in Edge Marketplace.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Access Edge Import Workflow - Group Grants access to the Group organizational unit and Group Membership data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import

Security Roles

Upon release, the new Access Edge Import Workflow - Group permission is automatically granted to the default System Administrator role. Administrators must grant this permission to other roles, if necessary.