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Import Observer from a Batch File

Importing observers allows you to set up users to observe other users in one process. To do this, you will first need to create a tab-delimited text file (.txt) or a comma separated (.csv) file that includes the following required fields.

Column HeaderDescription
ActionAdd or Delete
User IdUser Id of the user who will observe another user.
Observed User IdUser id of the user who will be observed.
Examples

See the samples below for common file formats.

Add

Set up three users as observers.

        Action,User Id,Observed User Id
        Add,1006617,4286
        Add,1006618,4803
        Add,1006619,4804
      
Delete

Remove three users' observation that was set up with the "Add" sample.

        Action,User Id,Observed User Id
        Delete,1006617,4286
        Delete,1006618,4803
        Delete,1006619,4804
      
Steps
1.

Click the Administration tab.

2.

Click the Batch import observers link

3.

From the Type menu, select Observers.

4.

Click Browse. The Open box displays. Browse and select the file and click Open.

5.

Click Continue.

6.

A verification screen displays an analysis of the import file. If there are errors in the import file, a description of the error for each row will display in the verification screen. You should also review the data at this point to verify accuracy.

You may either click Submit to continue with the import or click Cancel to cancel out of the import process, revise the import file, and try again. If you click Submit, any rows marked with an error will not be imported.

7.

Once you click Submit, the Import Complete screen displays the results of the import. Green checkmarks display by the rows that are imported, and a red X displays by each row that is not imported. The number of importing observer rows processed is displayed at the bottom of the screen. Click Done to complete the import process.