You can refer to the sample data file for format recommendations, but you can import your own file as long as you can match your file’s column headers to the SecurEnd’s column headers. The file itself can be imported as a CVS, XLSX, or XLS.
Each application will require a unique identifier to make a match with the System of Record. This unique identifier can be either an Email or Employee ID. Without this unique identifier, SecurEnds will not make an initial match and users without unique identifier will be marked as unmatched records. Unmatched records are not reviewed when a campaign is created, therefore they would need to be matched with a user within the System of Record before initiating a review.
The following bolded fields are required to be matched with columns from your imported file. If a field is not marked as required, then it does not have to be matched with and can be left blank:
What happens if a record is skipped?
What if the application does not have an unrequired column such as “Employee Middle Name”?
What if the application does not contain a First Name or Last Name?
I have a batch of unmatched users and I know their unique identifier that corresponds with the SOR data. How can I quickly match these unmatched users?
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