Setting up automatic imports of users/user data into Dado
Dado can automatically pull data from your Import Sources on a fixed schedule: weekly, daily or every 3 hours.
These imports can contain:
- new employees, to be added to Dado's database
- changes to the data Dado holds about existing employees
- enrollments, where employees are added to experiences (based on the enrollment criteria you set)
- changes to active experiences, eg a manager changing, or a start-date being pushed back
The schedule and automaticity settings for imports affects all import sources.
In exceptional cases, different schedules can be configured for different import sources. Please contact your Dado Customer Success Manager to see if this would be possible for you.
Differences between Manual, Semi-Automatic and Fully Automatic Imports
| Manual imports | Semi-Automatic Imports | Automatic Imports |
|---|---|---|
| Data is pulled on demand, whenever you want | Data is pulled regularly, on a schedule you decide | Data is pulled regularly, on a schedule you decide |
| A person will need to check and approve the import, before any enrollments or changes to user data/experiences take place | A person will need to check and approve the import, before any enrollments or changes to user data/experiences take place | The import will be automatically approved, so enrollments and data changes will happen immediately |
By default, imports are fully manual. See instructions on manual imports.
We recommend that you only set up automatic imports when you are fully confident in the integrity of the data coming from your import sources; and you are happy with the enrollment criteria you've put in place for your experiences.
Setting up semi- or fully automatic imports
- Go to Employees > Imports
Click on the Import Settings button in the top right
By default, imports are set to manual, and the settings look like this:
- For semi-automatic imports:
- turn the "Automatically import from all sources" toggle on
- select the cadence with which you'd like data to be pulled
leave the second toggle off
- For fully automatic imports:
- turn the "Automatically import from all sources" toggle on
- select the cadence with which you'd like data to be pulled
turn the "Apply all import effects" toggle on
- You're done! Your imports will now start running automatically, starting at the time you've selected