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 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.