Edge Import - Organizational Unit (OU) Loads and Feeds - Overview

The Organizational Unit load type supports maintaining Division, Position, Location, Cost Center, Grade, Legal Entity, and custom organizational unit data. This load type also supports maintaining organizational unit custom field and translation data.

Each organizational unit load type has its own required fields and optional fields. However, the OU ID and OU Name are always required. Review the latest template guide before initiating a new organizational unit load.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Access Edge Import Workflow - Cost Center Grants access to the Cost Center organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Custom OU Grants access to the Custom organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Division Grants access to the Division organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Grade Grants access to the Grade organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Legal Entity Grants access to the Legal Entity organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Location Grants access to the Location organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Workflow - Position Grants access to the Position organizational unit data load via Edge Import. This permission cannot be constrained. This is an administrator permission. Edge Import
Access Edge Import Grants access to the Edge Import tool, which enables administrators to load data into their portal. This permission cannot be constrained. This is an administrator permission. Edge Import

Starter Guide

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

Considerations

  • Edge Import cannot be used to load group or peer group data.
  • Organizational unit IDs are required and must be unique within its respective organizational unit type.
  • IDs associated to a user record must match an existing unique ID value that is already in the portal or is provided for creation in the current load file.
  • All custom fields referenced in the load file must be previously set up in the portal and available to the user performing the load.

Acceptable Values and Codes

To determine what values are accepted for each field or to view a list of specific codes (e.g., country codes, time zone codes), refer to the latest template guide, which can be downloaded from the Edge Import Homepage.

Culture

By default, the language selected in the What culture should be used as a default configuration option is used for fields that require culture to insert and update the data in the system. This is relevant for all localized fields.

For example, if a portal's default language is English (US), and the Edge Import configuration's culture is set to German, all fields that require a culture in order to be inserted or updated are updated with the German translation if it is not provided in English (US).

When downloading a template guide for a translation load, the template guide shows only fields that are relevant for the translation load.

Frequently Asked Questions (FAQs)

1,000,000 records or rows. If more than the maximum number of allowed records are included in a data load, then Edge Import loads the defined limit and rejects records after the limit is reached.

Yes. This is dependent on the "Allow relationships with inactive users and OUs" configuration option.

Enable the Edge Import option to prevent employees from being associated to inactive organizational units.

Yes. You can load translations for organization unit names and descriptions.

No.

Implementation

Organizations must activate Edge Import via the Edge Import tile in Edge Marketplace. To access the Edge Marketplace, go to Admin > Tools > Edge > Marketplace.

  • In Pilot and Stage portals, this functionality is available to be tested for free by selecting the Install button.
  • In Production portals, this functionality can be purchased and enabled by selecting the Purchase button.