Bulk Base Data Uploads
Administrators can upload and manage base data (such as faculty, secondary units, and course information) in bulk to add or modify information easily. This can be done manually or automatically via SFTP. For more information about autoloads in Faculty Activity Reporting (FAR, Faculty180), contact your Interfolio representative.
Notifications are configured with the Technical Services team during the setup process. If you have SFTP access, you can edit recipient notifications by navigating to autoloads > notifications.txt, downloading and editing the file, then re-uploading it. If you do not have SFTP access, email help@interfolio.com with your request.
Imports will be executed at 2:30 AM EST/3:30 EDT daily. If no data is found, or if an Error Message appears, then the import will not occur.
Unit files should NOT, under any circumstances, be loaded through the User Interface (UI). They should be set up manually through the UI.
Upload New File
1. Complete Required Pre-Upload steps
- Test Upload: When uploading a data set for the first time or after changing the file format, test the upload in a test or development database before using Production.
-
Verify File Format & Review Column Structure: Verify file format and column structure in the Setup menu.
Download a template from the UI to ensure correct formatting.
- Accepted File Formats: CSV (comma-delimited), TSV (tab-delimited)
- Accepted character set/encoding: UTF-8
- Header Row: Should clearly describe column content, as seen on the Base Data Models sheets
- Configure Form/Classification: This may include the Upload form or Faculty Classifications
2. Upload Data
- Click Administration under Administration.
- Click Upload Data under the Bulk Data section.
The Upload Data page shows the 50 most recent data loads, including details such as time generated, load type, semester, unit, number added, existing courses, and errors. Use the filters at the top to narrow results and click column headers to sort the list.
- Scroll to the bottom of the page and click New Upload to navigate to the New Upload page.
- Select the Upload Type.
3. Complete Remaining Upload Fields
Please see below for further information on fields and settings available when performing a given upload. These upload options will vary based on the Upload Type specified above.
| Field | Upload Types | Definition |
|---|---|---|
| Semester | All | The academic term for the data upload is typically specified in one field, but some upload types may allow multiple terms based on the file content. |
| Unit | All | The unit for the data load is typically specified in one field, but some upload types may allow multiple units based on the file content. |
| Update Existing Records |
Courses Taught Faculty Courses Course Prefixes Committees Units Scholarly Outlet Metrics Scholarly Outlets Support Accounts |
When Yes is selected, the system will match each line in the file to any entries which already exists in the system. It will then update any discrepant information in the existing entry instead of creating a new entry. When No is selected, the system will skip existing records and move to the next one without processing any part of the record. The fields that the system matches against vary by file type. Contact help@interfolio.com or your Interfolio representative for details on the required matching fields. When adding new data points, select Yes. Note that in this context, Update means to update existing columns, plus add some new columns. |
| Display Terms in First Two Columns | Courses Taught |
If the Courses Taught file covers multiple terms, check this box to upload data according to the file's terms instead of the Semester field. If this option is selected, this file must then include two additional fields at the beginning: Semester and Calendar Year. |
| Remove Existing Courses Taught For Selected Term | Courses Taught |
There are three options available to manage existing Courses Taught:
|
| Check To Inactivate Faculty Not In Upload (for tenants without UID) | Faculty |
To keep the faculty list current, check this box to deactivate faculty accounts in bulk. A dialogue box will then open to refine deactivation criteria, including employment status, terms, and login access.
After the upload, faculty not included in the file and meeting the criteria will have their status updated to Inactive. When UID is enabled, users that are already active in FAR will remain active when not included in the Faculty file. To set an existing user's Employment Status to Inactive, use the Faculty Classification file. To 'Disallow Login' for an existing user, set "Allow Login" to 0, n, no, or false in the Faculty file. |
| Respect Locked Preferred Names | Faculty | If the Preferred Name faculty classification has been locked and Yes is selected for this field, then the faculty file will not alter the name for the applicable faculty members. |
| Do Not Send Login Details | Faculty |
This box, located next to the Type dropdown at the top of the page when Faculty is selected, is checked by default to prevent sending automatic login emails to faculty. It does not apply to institutions using Platform Single Sign-On (SSO). It is recommended to keep this box checkedto ensure that school administration is able to send customized and accurate notifications to faculty. |
| Display Terms in First Four Columns | Faculty Classifications | The first four columns are required by Interfolio's data model. When this option is selected, the file will need to be formatted with four additional fields as the first four columns; Start Semester, Start Calendar Year, End Semester, and End Calendar Year. |
| Remove Existing Position Titles | Current Positions |
There are three options available to manage existing Position Titles:
|
| Remove Existing Secondary Assignments | Secondary Unit Assignments |
There are four options available to manage existing Secondary Unit Assignments:
|
4. Validate Data and Upload
- Click Choose File to select the file to be uploaded and check the File Has Header Row box if the first row contains headers to exclude from the upload.
The faculty file does not update Faculty Classifications (employment status, faculty rank, tenure status, etc.) after the initial load. Updates must be made through a Faculty Classification load.
- Click the Validate button to validate the file format.
The Validation process checks for correct file type (.CSV or .TSV), the number of columns, and required data. If the file format is incorrect, column count mismatches, or data is missing, the file will not upload, and the error reason will be provided. Please note that this process is limited to the above criteria and does not validate the data itself for accuracy.
- Click Upload once the file has been validated successfully.
If a field, such as billing address, was included in a previous load but is removed in the current file, the system will not overwrite it and will keep the previous field. To delete a previously loaded field value, include the field in the new upload configuration and leave it blank.
Manage Previous Uploads
After uploading a file, administrators with the necessary permissions can review new entries, existing records, and errors, and make changes as needed. For updating a few entries, this method is useful, but for many modifications, a new bulk upload to update existing records is recommended.
1. Navigate to Edit Previous Upload
- Click Administration under Administration.
- Click Upload Data under the Bulk Data section.
The Upload Data page shows the 50 most recent data loads, including details such as time generated, load type, semester, unit, number added, existing courses, and errors. Use the filters at the top to narrow results and click column headers to sort the list.
- Click the Edit (pencil) icon next to the applicable entry to navigate to the form page.
2. Review Logs and Dispositions
Click the hyperlinked number under Added (newly uploaded records), Duplicates (existing records already in the system), or Errors (records that failed to upload, with reasons listed in the Reason column) to review the records for each category.
Please note that existing records which were updated during the upload will still appear under Duplicates and not under Added.
Available Actions
- Download File returns a CSV file of all new entries in the original upload
- View displays the details of specific records.
- Edit allows the administrator to make changes to the details of a specific record.
- Resubmit submits any changes made by the administrator using the Edit function. This allows the administrator to make changes without uploading a new file.
- Delete removes the record of the entry and error from the logs. Deleted entries can not be restored or modified in the future, and a new upload will be required if the entry is needed.
| Download File | View | Edit | Resubmit | Delete | |
|---|---|---|---|---|---|
| Added | ✔ |
✔ |
X |
X |
X |
| Duplicates | ✔ |
X |
✔ |
✔ |
X |
| Errors | ✔ |
X |
✔ |
✔ |
✔ |
Leading Zeros
Check out this article on how to Add Back Leading Zeros in an Excel/CSV file for more information.
Naming Conventions and Files Supported
Naming Convention
Faculty180_<upload_type>_<yyyy>-<mm>-<dd>_<sequence>.csv
Example
This filename Faculty180_CoursesTaught_2015-08-11_01.csv indicates a Courses Taught file to be uploaded and was the first upload file of this type received on 2015-08-11. If a second Courses Taught was to be sent on the same day, the sequence would change: : Faculty180_coursestaught_2015-08-11_02.csv
Available Upload Types
| Supported Import | <upload_type> | Example Filename |
|---|---|---|
| Faculty | faculty | faculty180_faculty_2019-08-11_01.csv |
| Faculty Classifications | facultyclassifications | faculty180_facultyclassifications_2019-08-11_01.csv |
| Current Positions | current positions | faculty180_currentpositions_2019-08-11_01.csv |
| Current Prefixes | prefix | faculty180_prefix_2019-08-11_01.csv |
| Courses | courses | faculty180_courses_2019-08-11_01.csv |
| Courses Taught | courses taught | faculty180_coursestaught_2019-08-11_01.csv |