Interfolio Bulk User Creation

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