As already stated in CSV-File, a traveller CSV can either be downloaded or uploaded directly on the company profile or via the profile center.  

 

Basic beginner's tips on how to create and or update traveller profiles using a CSV:

The minimum fields that have to be present in a CSV file to be able to create a profile in Umbrella Faces are the following standard fields:

 

metadata.actionuuidusernameemailgendernamefirstnamecompany.uuidcompany.name
Metadata / ActionuuidUsernameE-mailGreetingSurname as in PassportFirst name as in PassportCompany / uuidCompany / Company name
SAVE1f6eff8d-1b84-4db6-b757-ed3d8254f211Knowledginaknowledge@base.chUBase-TravellerKnowledgef86ac325-49e5-43c4-8552-8baafa166791Knowledge Base Co.
SAVE New-Userknowledge@base.comMRDoeJohnf86ac325-49e5-43c4-8552-8baafa166791Knowledge Base Co.


Please note that:

Using a CSV to create profiles in OBEs (AeTM, Cytric Atriis etc) using profiles that already existed in Faces *****

If an AeTM profile is created from an existing Faces Profile, the CSV-files must contains the following columns:

ColumnDiscriptionValue
sortedTravelGroups0.groupIdTravel groups / Main travel groupCommunity-Code, sortedAetmRoles0.community is always the Home-Community for the traveller
sortedTravelGroups1.groupId,sortedTravelGroups2.groupId, etc.Travel groups / Further travel groupfurther Communities, it can be done any numbers of communities (numbering: sortedTravelGroups"X")
sortedTravelGroups0.role ,sortedTravelGroups1.role ,sortedTravelGroups2.role, etc.Travel groups / RoleAeTM Roles:
  • TRAVELER
  • PRINCIPAL_TRAVEL_ARRANGER
  • APPOINTED TRAVEL_ARRANGER
  • TRAVEL_APPROVER
  • FALLBACK_APPROVER
sortedPublishStates1.id.publishtargetTarget systemInsert the value "AETM" for a transmission into AeTM
sortedPublishStates1.recordlocatorTarget system identification number/nameAeTM Login Name

To merge the existing AeTM profile with an existing Faces Profil, the AeTM Login name must be entered. In case of empty "sortedPublishStates1.recordlocator" a new AeTM profile is created.