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.

Starter Guide

Select this link to download the Edge Import Starter Guide.

Select this link to download the Edge Import Employees and OU Loads and Feeds 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)

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.