ThreatSwitch's Import Wizard is a valuable tool to rapidly create and update data in the application. This can be useful for an initial load of user information or for ongoing updates to your data. To make that even easier, the import wizard can also be leveraged by API integrations to automatically update information.

In any of these use cases, correctly formatting the data sent to ThreatSwitch is essential. Incorrectly formatted data, unexpected values in the source file, or duplicated identifiers will cause errors in the import process. Fortunately, ThreatSwitch will identify these errors for you to fix, and intelligently skip over invalid records.

Common problems with the source file formatting include:

Problem

Resolution

Headers missing or not on first row of data

Ensure that all file headers are located on row 1.

Empty column header

If any column with data is missing a header, ThreatSwitch will prevent uploading the file. Add a header for all columns.

File not saved as a .csv

For files created and edited in Excel, click "Save As" and choose the .csv file format


Once the file has been added to the system, we'll want to ensure that the values in your source file for each column match the expected formatting of ThreatSwitch.

Personnel Data Formats

Field

Expected Format

Validation

first_name (Required

String

Required Field

last_name (Required)

String

Required Field

email (Required)

Email Format [email protected]____.___

Required Field,

Unique,

Email Format

middle_name

String

None

ssn

Hyphenated SSN "555-55-5555"

Formatting

employee_id

String

None

agency_id_number

String

None

job_title

String

None

hired_at

Date-Time

yyyy-mm-dd 00:00:00 EST

Date Formatting

terminated_at

Date-Time

yyyy-mm-dd 00:00:00 EST

Date Formatting

department

String

None

date_of_birth

Date-Time

yyyy-mm-dd 00:00:00 EST

Date Formatting

place_of_birth

String

None

home_phone

String

None

mobile_phone

String

None

work_phone

String

None

street_address

String

None

street_address2

String

None

city

String

None

state

String

None

zip

String

None

unconfirmed_email (personal email)

Email Format

Email Format

emergency_contact_name

String

None

emergency_contact_relationship

String

None

emergency_contact_phone

String

None

passport_number

String

None

passport_issue_date

Date-Time

yyyy-mm-dd 00:00:00 EST

Date Formatting

passport_expiration_date

Date-Time

yyyy-mm-dd 00:00:00 EST

Date Formatting

drivers_license_number

String

None


Assets

Field

Expected Format

Validation

Asset Name

String

Required Field

Asset ID

String

Required Field

Facility ID

String

Required Field

Lookup Value

Custodian ID

String

Lookup Value

Contract

String

Lookup Value

Media Type

See Note *

Type Value

Origin

String

None

Origination Date

Date-Time

Date Formatting

Status

See Note **

Type Value

Container

String

Lookup Value

Next Audit Due

Date-Time

Date Formatting

Date In

Date-Time

Date Formatting

Date Out

Date-Time

Date Formatting

Date Destroyed

Date-Time

Date Formatting

Receipt Number

String

None

Declassification Date

Date-Time

Date Formatting

Notes

String

None

Classification

See Note ***

Type Value

Accesses

String

None

* Available Media Types

  • document

  • laptop

  • hard_drive

  • thumb_drive

  • key

  • cd_media

  • stu_ste

  • widget

  • tape

  • microfiche

  • floppy_disk

  • hardware

  • other

** Available Asset Statuses

  • received

  • generated

  • signed_out

  • transferred

  • destroyed

** Available Asset Classifications

  • confidential

  • secret

  • topsecret

  • TS/SCI

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