Questions

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ACCT/DEPT name change and nightly import

I changed the name of an ACCT/DEPT because it was changed at the organizational level and was reflected in our nightly data feed for a couple of customers.
After the name change in TD, I'm still seeing an error on the import job that the <...
1 Answer
Pamela Jordan Last activity on 4/5/2023 10:56:35 AM by Mark Sayers

People Import Utility failure reason?

When using the TeamDynamix People Import Utility is there some log or anything to tell me why my file went to the Failed folder? When this happens there is nothing in the Import Jobs to show errors.
Thanks,
Nate
1 Answer
Nathaniel Obee Last activity on 12/9/2022 2:54:28 PM by Mark Sayers

Location and room syntax for People Import Utility

I am having trouble with the syntax for a user's location and room using the People Import Utility. Unfortunately it takes hours in Sandbox to see if my latest attempt will work.
Assuming I have a location called 'Science Center' and in it I...
1 Answer
John Shearer Last activity on 11/1/2021 10:21:04 AM by Jordyn Mancini

SSO and People Import Utility

We are in the readiness phase of implementing TeamDynamix and are going through the project plan. A question was raised about the people import utility and SSO - Is it necessary to run the people import if all of the users are already in AD and w...
1 Answer
Michael Frintner Last activity on 10/19/2021 9:08:24 AM by Jordyn Mancini

POST /people/{uid} works in Postman not in program

Hello Everyone,
I have an interesting dilemma that I am facing. I have a backend program that gets some information to create/edit a user in Team Dynamix. I am in our sandbox environment testing this out. I do a GET /people/lookup to see i...
1 Answer
Derek Hansen Last activity on 8/19/2021 4:52:15 PM by Jackson Potter

People Import of about 50K+ records

My organization is hoping to import all student and employee records. What kind of impact on the system might importing 50K or more records into the system have?
1 Answer
Andrew Pape Last activity on 6/3/2020 10:53:26 AM by Mark Sayers

Web Request Blocked

Hi TeamDynamix,
I'm encountering a problem with sending a file to the people api (SBTDWebApi/api/people/import). I have generated the bearer token and am using it in the request. I am initiating the request via postman. I do recieve a 200 OK ...
1 Answer
Justin Ploe Last activity on 11/12/2019 2:46:02 PM by Mark Sayers

Is there any way to build a report of accounts that were created manually?

I've been trying build a people report in the analysis application that would help me identify which accounts were created manually but am having difficulty finding any combination of filters that produces a reliable list. In fact, I'm not even s...
1 Answer
Shenandoah Bennett Last activity on 8/2/2019 1:41:19 PM by Mark Sayers

people import doesn't activate inactive contacts?

Folks,

Should the people import process switch customers/contacts who are Inactive over to Active status? Or do we need to do that programmatically via the API if we want that to happen without manual intervention?

-Robert
1 Answer
Robert Rust Last activity on 9/7/2016 11:24:01 AM by Mark Sayers

Setting Phone Preference in File Import Jobs

Hello, I'm trying to set phone preference for newly updated or created users during a file import job. I've tried using "Other", "Other Phone", and Null but the users in the file are always created with the Preferred Phone op...
4 Answers
John Sommerville Last activity on 8/23/2016 1:12:16 PM by Jamey Stock

Rate limits for User Import Jobs

I'm attempting to upload our student user records as an import file and hitting several limits on batch uploading. Is there a standard for how many User records can be created using the File Import Process? I found the 4 MB file size limit in d...
2 Answers
John Sommerville Last activity on 8/11/2016 9:50:45 AM by John Sommerville

Reports To field

If we want to populate the 'Reports To' field, what information needs captured?
TD User ID, UserName, Authentication Username?
13 Answers
Kathy Holman Last activity on 5/28/2021 12:13:38 PM by Scott Cory