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 ____@____.___ | 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