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How to set up your membership file for import

Omar G
Omar G
  • Updated

Why import membership files?

Importing membership files helps you:

• Create and manage user profiles

• Create meaningful matches• Access accurate real-time reporting in your data dashboard

• Target Office Hours events and campaigns

• Unlock the ability member retention analyses after 3-6 months (if you include all members of your organization in the file)

File requirements

All files being imported into 10KC Must:

• Be a .csv file

• Have only one sheet

• Include a header row which corresponds to a profile field in 10KC

Here is an example .csv file with all required and optional fields listed below.

Required profile fields

Field name

Why it's required

Data spec requirements

First Name*

* We require this field to invite members to your 10KC hub.

Can be any alpha-numeric string.

Last Name*

* We require this field to invite members to your 10KC hub.

Can be any alpha-numeric string.

Email Address*

* We require this field to invite members to your 10KC hub.

Can be any alpha-numeric string.

Additional recommended profile fields (optional)

Field name

Why it's recommended

Data spec requirements

Unique ID

To rectify reporting issues if a member changes their email address.

 

Can be any alpha-numeric string.

Program Eligibility

So we only invite eligible participants.

 

We can also potentially use one of the other fields in this list, such as “Business Unit”.

We expect the values “eligible” or “ineligible”

Employee Status

To de-activate profiles for employees that are on leave.

We expect the values “active” or “inactive”. They are case-sensitive.

Job Function, Job Family, or Management Level

For creating relevant matches

 

 

Can be any alpha-numeric string. Ideally it’s easy for members to read and understand.

Hire Start Date

For creating relevant matches

We expect the format MM/DD/YYYY.

Business Unit, Supervisor Organization, or Department

For creating relevant matches

Can be any alpha-numeric string. Ideally it’s easy for members to read and understand.

City

For creating relevant matches

Can be any alpha-numeric string.

Country

For creating relevant matches

Can be any alpha-numeric string.

People Manager Status

For creating relevant matches

We expect “yes” or “no”.

High Potential Status

For creating relevant matches

We expect “yes” or “no”.

Diversity dimensions (e.g. gender, ethnicity, etc)

For creating relevant matches.

Can be any alpha-numeric string.

First Level Supervisor

To provide reporting for 3-4 levels under the CEO

Can be any alpha-numeric string. Ideally it’s easy for members to read and understand.

Second Level Supervisor

To provide reporting for 3-4 levels under the CEO

Can be any alpha-numeric string. Ideally it’s easy for members to read and understand.

Third Level Supervisor

To provide reporting for 3-4 levels under the CEO

Can be any alpha-numeric string. Ideally it’s easy for members to read and understand.

Locale

To automatically localize 10KC in the user’s preference in English (US) or French (Canada).

Must be:

  • “en-US” for English (US)

  • “fr-CA” for French (Canada)

Most Recent Role Start Date

To enable mobility analyses

We expect the format MM/DD/YYYY

Role Reason Change Code

To enable mobility analyses

Can be any alpha-numeric string.

 

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