The Bulk Import feature for Direct Managers in Smart Arena is designed to simplify the process of assigning direct managers to multiple users at once. This tool enables administrators to upload a large set of direct manager relationships in a single action, eliminating the need for manual updates and reducing the risk of errors. By preparing an Excel file with the required user and manager details you can quickly and accurately assig direct managers to multiple users at once.
In the left-hand navigation menu, click on User management. Under User management, select Bulk import.
On the Bulk Import page, click the Get Started button.
In the Select data type dropdown menu, choose Direct Managers.
4. Upload Your File
Prepare your Excel file containing the Direct Managers details. On the bottom of this article there's a template file you can use.
Click the Select file button to select your Excel file.
When the file is chosen, you can change or remove it if necessary, before continuing the process by clicking Next.
5. Match the fields from your Excel file to the corresponding fields in Smart Arena. This ensures the data is imported correctly. When you have matched all the fields, click Next.
6. Actions
First, choose the desired action(s) to perform by toggling the available options.
To add new Direct manager, turn on the Insert option.
To update existing Direct manager, enable the Update toggle.
To remove direct manager relationships based on the uploaded data, select the Delete option.
It’s also possible to combine both Insert and Update if necessary.
Next, select the comparison criterion from the Compare data by dropdown menu.
This allows the system to match records in the uploaded file with existing Direct Manager relationships. It is recommended to choose Compare data by Internal Code, which uses a unique identifier.
After configuring the desired actions and selecting the comparison method, proceed by clicking the Next button to continue to the next step in the import process.
7. Wait for the system to process the data. Check the list of Direct Manager roles displayed in the table.
Ensure that the details such as User ID, Direct Manager ID, and Priority are correct.
Look for any highlighted rows in the Problem column that may indicate issues with the data.
Use the Search bar to locate specific entries or filter the data as needed.
Proceed and Skip
If any issues are highlighted in the Problem column, the system can not fully upload the data. By clicking Proceed, the system will try to upload the incorrect/incomplete data by importing the columns that are correct. By clicking Skip, the incorrect/incomplete row will be skipped altogether.
8. Import report
Check the summary displayed on the screen. It includes the number of new records successfully added, the number of existing records successfully updated, the number of records removed and the number of records skipped due to issues.
Download the Import
Click the Download button to save a detailed report of the actions performed during the import process. This is especially helpful if the data was not uploaded, the problem in question will be described in the details page of the downloaded report.
Click the Finish button to finalize the bulk upload process. This action closes the process and saves the changes to the system.
Make sure, your data sheet in excel has a table head, otherwise you could have issues with importing the file.