# Manual Import (CSV)

## Overview <a href="#overview" id="overview"></a>

Oort’s platform can ingest and analyze HRIS data from a number of platforms, including Workday. One way to integrate with Workday HRIS is to periodically upload exported reports from Workday into the Oort console.

Once HRIS data is integrated, Oort users can compare user HR records with accounts in their IDPs and IAM systems. Oort provides a number of built-in checks for discrepancies and missing data, which can be clear indicators of identity vulnerabilities.

### Goal <a href="#goal" id="goal"></a>

The goal of this document is to provide instructions on importing Workday HRIS data into the Oort console via a Workday report CSV file.  &#x20;

### Benefits <a href="#benefits" id="benefits"></a>

Mismatches between identity sources such as an HRIS system and a primary identity platform (IDP) or IAM system are a common and significant source of security vulnerabilities.

In many cases, discrepancies may arise, e.g. a user moves departments or managers in HR and the IDP system is not updated (or vice versa).

Importing this data provides the Oort platform with the ability to analysis and provide insights into these types of identity issues.

### Workday HRIS File Format <a href="#workday-hris-file-format" id="workday-hris-file-format"></a>

There are two options for generating HRIS data from Workday for upload into Oort.

1. Oort has defined a [Workday report format](#work-report-properties-and-examples) which can be configured in Workday and then exported as a CSV, for upload into the Oort console
2. Export in SCIM format. For more background on this topic, please see the [Understanding HRIS Data and SCIM Overview](https://docs.oort.io/how-to-guides/understanding-hris-data-and-scim) article. Note that for Workday the template file to be used is listed below. Please work with your Oort Customer Success team to enable SCIM.

### Workday CSV Data Structure Template

The template CSV file below can be viewed in Excel or other spreadsheet applications. The intent of the file is to show the structure of the Workday report to be exported.

The file structure is as follows -

```
user_id,first_name,middle_name,last_name,email,active,org_name,business_title,super_ref,managername,position_title,division,city,state,country,hire_date,termination_date,category
21f91774-0000-41d3-bfd1-70f6d378ce23,Robert,Douglas,Smith,Bob,robert.smith@simubiz.com,true,P&S Broadcast & Storage,Partner Account Director,8675309,Marc Heady,SW Development Engineer II,Belgium Division,Brussels,State,Belgium,2022-10-26,2023-10-27,Contingent Worker
```

The template file can be [downloaded here](https://s3.us-east-2.amazonaws.com/assets.oort.io/docs/oort_workday_template.csv)

#### Work Report Properties & Examples

{% hint style="info" %}
Please note that value names are case sensitive!
{% endhint %}

<table><thead><tr><th>Name</th><th>Description</th><th>Value Examples</th><th data-hidden>Type/Format</th><th data-hidden>Is Required</th><th data-hidden>How used in Oort</th></tr></thead><tbody><tr><td>user_id</td><td>Employee/User ID</td><td>14651848</td><td>Numeric</td><td>Yes</td><td></td></tr><tr><td>first_name</td><td>First Name</td><td>Robert</td><td>String</td><td>No</td><td></td></tr><tr><td>middle_name</td><td>Middle Name</td><td>Douglas</td><td>String</td><td>No</td><td></td></tr><tr><td>last_name</td><td>Last Name</td><td>McGurrin</td><td>String</td><td>No</td><td></td></tr><tr><td>nickname</td><td>Nickname</td><td>Bob</td><td>String</td><td>No</td><td></td></tr><tr><td>email</td><td>Email Address</td><td>dmcgurrin@personal.com</td><td>String</td><td>No</td><td></td></tr><tr><td>active</td><td>Is User Active?</td><td><code>true</code> or <code>false</code></td><td>Boolean</td><td>No</td><td></td></tr><tr><td>org_name</td><td>Organization Name</td><td>P&#x26;S Broadcast</td><td>String</td><td>No</td><td></td></tr><tr><td>business_title</td><td>Business Title</td><td>Partner Account Director</td><td>String</td><td>No</td><td></td></tr><tr><td>super_ref</td><td>Employee/User ID of the Supervisor/Manager</td><td>91601870</td><td>String</td><td>No</td><td></td></tr><tr><td>managername</td><td>Name of the Supervisor/Manager</td><td>Marc Heady</td><td>String</td><td>No</td><td></td></tr><tr><td>position_title</td><td>Position Title</td><td>SW Development Eng</td><td>String</td><td>No</td><td>Maps to <code>Title</code></td></tr><tr><td>division</td><td>Company Division</td><td>Belgium Division</td><td>String</td><td>No</td><td></td></tr><tr><td>city</td><td>City</td><td>Sacramento</td><td>String</td><td>No</td><td></td></tr><tr><td>state</td><td>State</td><td>CA</td><td>String</td><td>No</td><td></td></tr><tr><td>country</td><td>Country</td><td>United States</td><td>String</td><td>No</td><td></td></tr><tr><td>hire_date</td><td>Initial Hire Date</td><td>2022-10-26 or 2022-10-26T17:30:00.000</td><td>ISO 8601 Date Format</td><td>Yes</td><td>Maps to <code>Start Date</code> (verify)</td></tr><tr><td>termination_date</td><td>Termination Date</td><td>2022-10-26 or 2022-10-26T17:30:00.000</td><td>ISO 8601 Date Format</td><td>Yes, if user is not active</td><td></td></tr><tr><td>category</td><td>Category of User </td><td>Contingent Worker</td><td>String</td><td>Yes</td><td>Used as User Type and to determine User Type Classification (internal/external)</td></tr></tbody></table>

### Importing the File <a href="#importing-the-file" id="importing-the-file"></a>

To import the file, navigate to the **Integrations** tab and select **Add Integration**.

Select the **Manual Uploads** tile.

<figure><img src="https://582105988-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqPSBzsjxd7KYg9DNVZ4l%2Fuploads%2Fn0Eg3RkWahErSMFf281V%2FManual%20Uploads.png?alt=media&#x26;token=22a30299-f207-48f2-a204-ad7a6d778d3f" alt="Manual Uploads tile with option to upload a file"><figcaption><p>Upload a file</p></figcaption></figure>

Within the File Upload screen, complete the following -

1. Provide a **Name** and **Description** for the file
2. Select the **date that the HRIS data was exported from Workday**. This is important because certain Checks will key off this date for calculating discrepancies (e.g. if a user was hired after the export date, then they will not be expected to be present in the file)
3. Select **Users** as the type of data in the file
4. For the source type, select **Legacy (deprecated)**
5. Drag and drop or select the file to be uploaded
6. Click **Save**

<figure><img src="https://582105988-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqPSBzsjxd7KYg9DNVZ4l%2Fuploads%2FmyXI2MQQ9K6QsVO8nrAQ%2FWorkday-File%20Upload.png?alt=media&#x26;token=6bcdf59c-c036-45e3-9bbe-aa59b398cf8a" alt="File Upload screen with options to select a file and upload to Oort"><figcaption><p>Manual file upload screen</p></figcaption></figure>

After the file is uploaded, the Oort team will verify the structure of the data within the file and complete the import into the tenant, typically in less than one business day.

Once the data is accepted and processed, the Manual integration will show success.

<figure><img src="https://582105988-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FqPSBzsjxd7KYg9DNVZ4l%2Fuploads%2FCAGPD3jsC7OFaivmVXRQ%2FManual%20Upload%20Successful%20HRIS.png?alt=media&#x26;token=bfa75951-86a6-4105-b86a-a7a6a211bf6b" alt="Manual HRIS upload successful"><figcaption><p>Manual HRIS upload successful</p></figcaption></figure>

### Uploading a New File Version <a href="#uploading-a-new-file-version" id="uploading-a-new-file-version"></a>

To upload a new file of the updated data from the Workday system, simply click the 3 dots menu at the right side of the integration and select **Upload new file version**.

This will replace the existing Workday HRIS data with the newer export of data.

If data is obtained from a ***different*** HR system, then create an entirely new HRIS integration object in the console.