Using the Import feature in the Organization tab to import user properties via a CSV file into ReturnSafe.
While you do not need to import or add users to the Command Center for them to access ReturnSafe, there are a couple of use cases for importing user data:
- You want to see a full list of your potential users in reports, whether or not they have logged into ReturnSafe yet
- You want to see additional user properties (i.e. location, department, etc.) in reports, and are unable to pull these properties from an SSO integration
To import user properties into ReturnSafe, you must first create a CSV file with your user data (template here). The email column is required, and has to match the email address that the user uses to log into ReturnSafe.
Please note that when you import the CSV file it OVERWRITES any previous import - so make sure your CSV file includes all the users/properties that you wish to see in reports. I.e. if a user was part of your previous import, but had never logged into ReturnSafe, and are not in your current import, you will no longer see them in reports. The import does NOT overwrite any user generated data - you will still see any users that have logged into ReturnSafe, whether or not they are included in your import, and any data they have submitted (i.e. Check-Ins, Vaccine data, etc.).
Once your CSV file is ready, navigate to the Organization tab in the Command Center, and click the Import button in the upper right*. Select your CSV file, map the appropriate columns (email is required), and complete your import.
*If you do not see an Import button, please contact ReturnSafe support