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Importing user information into Pega Robotic Automation Deployment Portal

To quickly add or update user information, you can import user information from a comma-separated value (CSV) file and add that information to your organizational hierarchy.

Always use your system of record, whether it is a Human Resources system, a payroll application, or some other application, as the source for user information. This ensures that you have the most up-to-date information in the Deployment Portal.

Pega Robotic Automation Deployment Portal was formerly known as the Management Console.

You can set up your department hierarchy manually then import user information into that hierarchy, or you can import the user information then arrange the departments to reflect your organization’s structure. If you choose to import first, the system places all of the departments in the import file one level below the root department. You can then drag and drop the departments as needed.

Setting up the import file

The CSV file should be in the following format:

Employee ID,First Name,Last Name,Email,UPN,Department Code,Active,Role
Use the import file template as a guide to preparing your import file.

Here are some important things to remember:
  • The import is keyed on the Employee ID field.
  • The entries for the UPN and Employee ID fields must be unique within the tenant.
  • Each record must include a UPN, email address, or both.
  • If matched, the information in the import file overwrites existing user information.

The following table lists notes on specific fields:

Field Notes
Department Code
  • The Department Code field is case sensitive.
  • Enter only letters and numbers, with no spaces, underscores, or dashes.
  • If this field is omitted and you are adding a user, the system adds the user at the root department node (top most department).
  • If this field is omitted and you are updating user information, the user’s department is unchanged.
  • If this field specifies an existing department and you are updating user information, the imported value overwrites any existing value (and the user moves to the new department).
  • If this field specifies a department that is not currently in the hierarchy and you are updating user information, the system creates a department immediately below the root node and moves the user to the new department.
Active
  • If the Active field is blank and you are adding a new user, the system defaults to True (for active). Any value in the Active field is interpreted as True unless the field explicitly contains False.
  • If this field is blank and you are updating user information, the system leaves the field blank.
  • If this field is blank in the import file, the system defaults to Active.
Role
  • If the Role field is blank and you are adding a user, the system defaults to Runtime User.
  • If the import file contains a different role for the same user (based on the UPN), it adds that role to the user.
  • If this field is blank and you are updating user information, the system leaves the field blank.
  • If a user fills multiple roles, list that user multiple times in the import file, with a row for each role.

Processing the import file

After you have created the import file, import the user information:

  1. Click the Organization option, then click the Members tab.
  2. Click the Import button. The displays.
  3. In the Import Users window, click Browse, then locate and select the file.
  4. Click Import.

The users that are listed in the file are imported into the system. The system tells you how many users were added or updated.

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