Importing people and units
Import a staff list or unit tree into the EnaTTO directory from CSV or Excel - templates, matching rules, a preview that saves nothing, and applying it.
- EnaTTO app
This article was verified with an older release. Screen names or steps may differ in the current version.
Instead of adding people and units one by one, you can import them from a CSV or Excel file. The import shows a preview first; nothing is saved until you apply it.
Required role
- Manage directory (Owner, Administrator, TTO staff).
Before you start
- The main institution must exist in the directory.
- Import units before people: when you import people, their units must already exist.
- Download the Excel template or CSV template and use its headers. Turkish and English header names are both recognised.
Import
For people: People → Import. For units: open the institution and click Import units.
Choose the file: .xlsx or .csv (separated by ; or ,, UTF-8 or Windows-1254), at most 2 MB and 2000 rows.
The Preview shows each row's result: Add, Update, No change or Error with the reason and, for updates, which fields change. Rows with errors only filters the list. The preview is kept for 30 minutes and only for you.
Click Apply … records. Rows with errors are skipped; fix the file and upload it again to import them too. Each added and updated record is written to the audit log.
Matching rules
People are matched by email, otherwise by ORCID iD. A matched person is updated, and empty cells do not erase existing data. Give the unit by its code or name. A row whose email belongs to a partner (company) contact is an error: partner contacts cannot be imported as institution staff.
Units are matched by name under the same parent unit. A parent unit may appear earlier in the same file or already exist. The unit kind can be written in Turkish or English: faculty, department, institute, center, laboratory, TTO, administrative or other.
Why import before single sign-on
When users sign in for the first time, EnaTTO links each account to the directory person with the same email. Importing staff first makes this link work. See Single sign-on.
Related articles
Can't find what you need?
Our support team can help, from setting up workflows to reports. Please include your organisation code.
Institutions, people and partners
The EnaTTO directory - your institution and its unit tree, the people you work with (with or without an account) and ecosystem partners.
Indicators and dashboards
EnaTTO's period indicators by month, quarter or fiscal year, IP and project dashboards and staff workload - confidential records counted, never listed.