Message-ID: <270404619.52833.1711634188794.JavaMail.www-data@umbrella34> Subject: Exported From Confluence MIME-Version: 1.0 Content-Type: multipart/related; boundary="----=_Part_52832_2095080279.1711634188794" ------=_Part_52832_2095080279.1711634188794 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Content-Location: file:///C:/exported.html Create, Update, delete using a CSV File

Create, Update, delete using a CSV File

As already stated in <= a href=3D"/confluence/display/KBUF/CSV-File">CSV-File, a traveller CSV can either be downloaded or uploade= d directly on the company profile or via the profile center.  

 

B= asic tips on how to create and or update traveller profiles using a CSV:

The minimum fields that have to be pr= esent in a CSV file to be able to create a profile in Umbrella Faces are th= e following standard fields:

 

=20
metadata.acti= on uuid username email<= /th> gender= name firstname company.uuid<= /span> company.name
Metadata / Ac= tion uuid Username E-mail= Greeting Surname as in= Passport First name as= in Passport Company / uui= d Company / Company name
SAVE 1f6eff8d-1b84= -4db6-b757-ed3d8254f211 Knowledgina knowledge@bas= e.ch U Base-Travelle= r Knowledge f86ac325-49e5= -43c4-8552-8baafa166791 Knowledge Base Co.
SAVE   New-User knowledge@base.com MR Doe John f86ac325-49e5-43c4-8552-8baafa166791 Knowledge Base Co.


Please note that:

  • The first line in the CSV is the hea= der line (these also serve as the additional general sources)
  • The second line in the CSV is the ac= tual name of the field in Faces (to help users understand which value shoul= d be filled in in which field and what the corresponding source is. The fir= st and second lines must always be present in the CSV as well as their labe= ls
  • For a traveller profile to be create= d, a company profile must first be created in Faces.
  • The uuid is automatically generated = by the system after a profile has been successfully created. It is visible = by downloading the traveller CSV (see the profile of Knowledgina in the abo= ve example). The uuid has to be kept in the CSV for updates to take place.<= /span>
  • For new profiles, the uuid has to be= left blank (see New-User above)
  • For a profile being newly created, t= he metadata action SAVE( used for create and updates) has to be given in al= ong with the other values. Either company uuid and company name can be give= n or just the company uuid. There is also an option to give in the company = profile number/ record locator but it is not mandatory either.
  • To delete a profile, insert the meta= data action DELETE

 

 

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