User upload CSV file requirements

Keep these requirements in mind as you create your user upload CSV file.

General CSV file requirements

Ensure that your CSV file meets the following requirements:

• All required column headers must be included, and they can be included in any order.
• Column headers are not case-sensitive.
• Any extra spaces before and after column header and row values are removed.
• Spaces between words in column headers are optional. For example, "Can access sensitive data" and "canAccessSensitiveData" are both valid.
• Name values are case-sensitive. The values in all other columns are not case-sensitive.
• The CSV file cannot exceed 2MB.

Detailed column requirements

The CSV must not include any additional columns beyond the columns listed in this section. For example, you must remove the Result column if you are re-uploading a CSV file you downloaded and updated. If you omit any of the optional columns, the default value will be used for each user record in the CSV.

Column Header	Data type	Value required?	Notes
Name	Text	Yes	255 characters maximum. Case-sensitive.
Email	Text	Yes	Must be a valid email address.
Role	Single Choice Admin Power User Author Analyst Agent	Yes	The Agent role is only applicable for CX customers. Note: The Video Discussions User role cannot be assigned by CSV upload at this time.
Status	Single Choice Enabled Disabled	Yes	Must be set to Enabled for new users.
Identity Provider	Single Choice Sparq SSO	Yes	SSO is only applicable if single sign-on is installed and configured. Select "Sparq" if you want the Alida platform to manage authentication for the user.
Locale	Single Choice See Supported locale values for the list of valid values.	No	The default locale is en-US. For updates, if the locale value is omitted the user's locale will not change. Note: Users can change their locale in their My Account settings.
Can schedule distributions	Boolean Yes No The default value is No.	No	Applies to the Power User, Author, and Video Discussions User roles only. Do not specify for users with Admin, Analyst, or Agent roles.
Can access sensitive data	Boolean Yes No The default value is No.	No	Applies to the Power User, Author, and Video Discussions User roles only. Do not specify for users with Admin, Analyst, or Agent roles.
Can override engagement rules	Boolean Yes No The default value is No.	No	Applies to the Power User, Author, and Video Discussions User roles only. Do not specify for users with Admin, Analyst, or Agent roles.
Can change access settings	Boolean Yes No The default value is No.	No	Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles.
Can access case management	Boolean Yes No The default value is No.	No	Only applicable for CX customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles.
Can Read Video Discussions	Boolean Yes No The default value is No.	No	Only applicable for Video Discussions customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles.
Can Create Video Discussions	Boolean Yes No The default value is No.	No	Only applicable for Video Discussions customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. Note: The user must have Can Read Video Discussions enabled in order to be assigned this permission.
Can Update Video Discussions	Boolean Yes No The default value is No.	No	Only applicable for Video Discussions customers. Applies to the Power User and Author roles only. Do not specify for users with Admin, Analyst, or Agent roles. Note: The user must have Can Read Video Discussions enabled in order to be assigned this permission.
Can Access Recruitment Surveys	Boolean Yes No The default value is Yes.	No	Applies to the Power User role only. Do not specify for users with Admin, Author, Analyst, or Agent roles.
Teams	Text The default is no teams assigned.	No	To specify multiple teams, separate entries with the pipe character (|). All teams specified must already exist. Do not assign teams to users with the Admin role. Admins can view all activities. On update, if Teams values are omitted for non-Admin users, all team assignments will be removed from the user.

Supported locale values

The following locale values can be specified when creating new users. The Language and Region values correspond to the drop-down lists in the Add User dialog box.

Locale	Language	Region
de-DE	German	Germany
en-AU	English	Australia
en-CA	English	Canada
en-GB	English	United Kingdom
en-US	English	United States
es-ES	Spanish	Spain
es-MX	Spanish	Mexico
es-US	Spanish	United States
fr-CA	French	Canada
fr-FR	French	France
ja-JP	Japanese	Japan
ko-KR	Korean	Korea
pt-BR	Portuguese	Brazil
pt-PT	Portuguese	Portugal
sv-SE	Swedish	Sweden
zh-CN	Chinese	China
zh-HK	Chinese	Hong Kong
zh-SG	Chinese	Singapore
zh-TW	Chinese	Taiwan