General Questions (Public)

This is a forum for general questions about TeamDynamix products. It is not curated to remove older content or monitored for enhancement requests.

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People Import

Can someone tell how TDX matches users when a import occurs and user is already in the system for update?
Some students only currently have a personal email that I need to use for Username, Primary email and Alert email. However, in the futu...
1 Answer
Michael Rodriguez Last activity on 1/22/2024 10:08:29 AM by Brittany Renn

People Import - Groups

Is there a way during user import from Import Jobs to create a user, but also add them to an existing group? if so, what field heading is needed?
1 Answer
Michael Rodriguez Last activity on 1/10/2024 10:35:29 AM by Mark Sayers

People Import

Hello TDX!
I am testing in the sandbox, and I noticed the provided template in TDNext does not have the fields to define the default client and the security role for users. Does this method of import not allow that? I tried adding those field...
1 Answer
Michael Rodriguez Last activity on 9/18/2023 11:01:58 AM by Mark Sayers

Bulk Update an Asset Without Changing Status?

We recently added a custom attribute to all of our assets, and now we're trying to do a bulk update using the Asset Import xlsx spreadsheet.
However we don't want to alter the 'Status' of the assets, and that seems to be a required fi...
1 Answer
Nathan Ignatz Last activity on 10/7/2022 1:15:05 PM by Mark Sayers