Description
The following procedure describes how to bulk load Interfolio faculty users.
Procedure
Create Bulk Load File
- Pull list of academic users from Tableau report.
- Be sure to include ALL 'Colleges', 'Dept', 'Position Group', 'Title', and 'Tenure Status'.
- Uncheck Retired in "CU Apdb Appt Identifier".
- Scrub data for duplicates and missing data, as these records will fail to load.
- Use Excel, remote duplicates function to limit on unique netids.
- Check for missing email addresses, names, etc.
- >>>For sources other than CALS Tableau (other colleges),
- add a column to show length of SSO to make sure no alias records are included in netid.
=LEN(cell) then sort to look at the longest SSO records to look for <alias.email>@cornell.edu where it should be netid@cornell.edu.
- Remove "total" columns.
- Validate approximate number of records 650-800.
- Format data into excel template: Interfolio instructions on template (KB attached file or example in box)
- Note, we do not assign users to units/departments so that column remains empty.
- Make sure SSO ID is there. (netid version of email address)
Send Bulk User Load request to Interfolio
To: help@interfolio.com
Cc: cals-it-business-services@cornell.edu
Subject: Bulk user load
Please load these users to the Cornell University RPT instance (42072) by deadline date if possible.
Manual Load Schedule
4/9/2021
8/18/2021
1/21/2022
6/23/2022
10/4/2022
01/31/2023
9/1/2023