The Data Load Wizard enables organizations to upload a list or table of information into the system, eliminating the need to manually insert individual records. Data can be loaded to different parts of the system with a consistent process, allowing you to upload, review, and import data.
The Data Load Wizard can import new records or adjustments and export existing data in multiple file formats (.xls, .xlsx .csv, .txt). Note: Files loaded via the Data Load Wizard cannot contain HTML encoding. Editable templates and helpful hints guides are available for each file type for accurate importing.
Reporting is available to provide information regarding error logs and counts of records that are added or updated.
To start the Data Load Wizard, go to , and then click Load Data. The Data Load Wizard opens to the Get Started tab. Select the type of data you are loading and click . The available types of data to load are:
User/OU Load Deprecation
Ability to perform Users and OU data loads and feeds using Data Load Wizard (DLW) was deprecated with an end-of-life in the May ‘22 Release for most customers. End-of-support for most customers occurred in the February ‘22 Release and support for defects related to DLW Users and OU loads and feeds also stopped at this time.
Important: For customers using the following Data Load Wizard features that are not available in Edge Import, we do not recommend migration of Inbound Data Feed (IDF) for Users and OUs from Data Load Wizard to Edge Import at this time:
- Sensitive Personally Identifiable Information (SPII) fields - Date of Birth/SSN
Customers using the above features will be informed when these features are available in Edge Import and will be given at least three months to deprecate.
Contents
Security
The following permissions relate to the Load Data Wizard functionality:
| PERMISSION NAME | PERMISSION DESCRIPTION | CATEGORY |
| Data Load Wizard - Data Load Queue | Enables administrator to access the Data Load Queue screen, which displays all data loads, including current and past loads. Constraints can be applied to this permission. However, these constraints do not impact which data loads are visible to the administrator. This is an administrator permission. | Data Load Wizard |
| Data Load Wizard - OUs | Enables administrator to load OUs. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. | Data Load Wizard |
| Data Load Wizard - Set User Password | Enables administrator to set a default password for new users when loading users. This is an administrator permission. | Data Load Wizard |
| Data Load Wizard - Users | Enables administrator to load users. This permission also enables administrators to track data loads and manage data load templates. This is an administrator permission. | Data Load Wizard |
Note: A user's permissions and constraints to create OUs and users outside of the Data Load Wizard are separate permissions. When assigning these permissions please mimic the constraints of those permissions for a consistent user experience. If an administrator attempts to load data which is restricted to them, they receive an error.