FAQ and Troubleshooting
Frequently Asked Questions
Question | Answer |
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Who do I contact if I need help, run into a bug, or have feedback to share on the Data Import tool? | Contact the PowerSchool Support team by submitting a support ticket through the PowerSchool Community. |
What file types does the Data Import tool support? | .txt and .csv |
Do my column headers need to be in a specific order? | No, your column headers can be in any order. The key factor is ensuring the header names match between your file and the import job configured inside of the Data Import tool. |
Does the Data Import tool support Quote Wrapping? | Yes, it does, with the exception of the header row. |
How does the Data Import tool handle deactivation? | There is an optional column available inside of the User, Location, Supervisor, and Location import files named "Deactivated" that, when included, will allow you to choose exactly what rows should be flagged for deactivation. Values for the Deactivated column are: T or True = Deactivated |
What products does the Data Import tool support? | Unified Talent Employee Records, Perform, and Applicant Tracking as well as Professional Learning and Perform Enterprise. |
What is the difference between Manual Run and File Validation? | File Validation reviews the individual import file looking for errors but will not actually import the data into your respective products, while Manual Run processes the data found in the files and uploads the data to your respective products. |
How can I set up my import job to only import into a specific product and not all of my products? | You can do this by enabling the Product Security optional columns inside of the Staff import file. |
What is Mass Deactivate? | Mass Deactivate is an optional setting that can be enabled on a per-import basis. When this setting is enabled, we treat the file uploaded as the ultimate source of truth of what data should be active in your Employee Records and Perform products. This means we will mass deactivate any User/JobType/Supervisor/Location that is not found inside the file that was uploaded. If for example, you upload a file that has 100 users in it, but your Employee Records has 125 users, we will bulk deactivate the 25 users that are found in Records but not found inside of your file. Please note this process is what we call a soft delete which means any user deactivated can be restored and is not lost forever.
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What happens if my school re-uses email addresses or usernames? | We do not recommend re-using email addresses or usernames as it is one of our unique identifiers that when running an import that can result in you accidentally re-activating an old employee and overwriting their data with a new user's info. However, if your school plans on re-using email addresses we recommend you add an additional process to your HR team's offboarding process when a user leaves/is terminated. When a person leaves the district, simply change their username or email address to, say, their employee ID + their username. If the same person returns and uses the same employee ID again, the username & email address would get updated back to its original value via an import file since we have a matching employee ID that hasn't been changed. |
Troubleshooting Tips
Issue | Tip |
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I ran an import via SFTP but did not receive an email notification and do not see the import in the reporting area. | This means the Data Import tool either was not able to connect to the SFTP server where the file was located or was unable to locate the file on the SFTP server. Verify the following:
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I ran a manual import but did not receive an email notification and do not see the import in the reporting area. | This means the file name that was being imported did not match the configured settings for the import job in the Data Import tool. Verify that the file name matches and try to manually run the import again. |
What do these error messages mean? |
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What do these validation messages mean in a Detailed Log File? |
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What do these validation warnings mean in a Detailed Log File? |
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Product Security Option in TalentED Staff Import
Inside of the TalentED Users import job, there is an optional Product Security setting that can be enabled to let you not only control what products you want your staff to be imported into, but also allow you to define what security level you would like the user to be set as. If you do not enable this setting, your users by default will be sent to Records and Perform, but will not be sent to ApplicantTracking. New users created by the import will have their security group set to Staff. Existing users will not have their security group altered.
When you select the setting, four optional columns become available to add:
- Products
- Records
- Perform
- Applicant Tracking
Products
When the Products column is included in your import file, you have the ability to decide what products the user should be sent to but you will not be able to set their security group. New users by default will be set as Staff.
- The Products column should not be enabled alongside the other three optional columns.
- You can either set a default value in the Data Import tool for what products you would like users to be sent to or include the individual product names inside of your import file for each row value.
- If you set a default value in the UI, the import tool will send the user to the product(s) listed in the Products column if the value provided in the file is null or empty. If they contain a value in the import file, the Products column value will be ignored. Acceptable values that must be comma-delimited: Employee Records, Perform, Applicant Tracking.
Employee Records, Perform, Applicant Tracking
The other three columns represent the individual products (Employee Records, Perform, and Applicant Tracking) and allow you to set the security group that the user should belong to for each product.
- If the column is enabled but no value for the user is supplied and no default value is set inside of the Data Import tool, the user will not be sent to the select product
- If the column header is enabled and a default value is set inside of the Data Import tool, the value for a user can be null (blank) in the import file and the user’s security group will be set to the default value. Note that this can result in a user having their security group demoted.
- Acceptable values:
- Records: HR Staff, Staff, System Admin
- Perform: HR Staff, Staff, System Administrator
- Applicant Tracking: Administrative Assistant, Building Administrator Readonly, Building Administrator w/ Hire, Hiring Manager, HR Support Staff, IT Staff, Recruiter, Restricted Interviewer, System Administrator, Application Reviewer, People Admin Support
Consider the following when deciding which columns to use:
- If you do not want to manage security groups via import and are fine with users only being imported into Records and Perform, do not enable any of the optional product named columns. If no optional product columns are enabled then by default users will be sent to Records and Perform and new users will have their security group set to Staff. Existing users will not have their security group altered.
- If you do not want to manage security groups via imports but want control over which product the user is sent to, we recommend using the Products column.
- If you want to manage security groups via import but are concerned about demoting or changing someone's security group that should not be changed, we recommend setting up two separate staff imports inside of the Data Import tool.:
- The first import should have three individual product columns enabled that you would use for importing brand new users and allow you to set their security level via import. We recommend this import file only include your new users so that the file will be easier to manage since the security group value is likely not something that is exported from your data source.
- The second import would only have the Products column enabled and ideally the file would only contain data on your existing users whose security group you do not want to be changed but want to control what products the users are sent to. This would ensure users are being sent to the correct products and that their existing security group does not change.