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Policy Bulk Upload

This guide is written for administrators.

Last updated: April 26, 2024

Policy Bulk Upload

This guide covers the procedures to add new policies using the CSV bulk upload in the Policies Module. We’ll cover how to download the CSV Template in the Policies module, how to prepare the file and how to upload it. Now, let’s get started! 

Go to the Policies module

Go to the Policies Module in the web portal. You’ll find it in the left-hand menu under the bullet list icon.  

Click Bulk Import

Click CSV Template

We recommend using our CSV Template to create the file you want to import. Click the green CSV Template button to download it.

If you’re having trouble with the CSV template, you can use this Excel template instead. Just remember to save it as a CSV file: CSV UTF-8 (Comma or Semicolon delimited) (.csv) before upload.

Prepare the file with your information

Now it’s time to prepare the file with the information you wish to upload. Go to Downloads on your computer. Right-click the downloaded template and choose “open with Microsoft Excelor your CSV editor of choice. The file contains the following columns:

  • Policy number:  Required column. This field needs to be at least 8 characters long and supports alfanumerical characters. A policy number can only occur once in each upload, i.e. you can not use the same policy number in more than one row. If you wish to add several different email domains to the same Policy number, you should do so by using a line break within the cell.  If you upload an already existing Policy number, the previous information will be overwritten.  
  • Name:  Required column. The name of the Policy. 
  • Groups: This column is not required. It refers to client groups, which are pre-configured during set-up. The format is a UUID. This field supports several rows within the cell. If you wish to add several different groups to the same Policy number, you should do so by using a line break within the cell.  Click here to see how to create a line break within a cell. 
  • Country:  Required column. Country should be entered in two letter country codes (ISO 3166-1 alpha 2).  
  • Description:  This column is not required.  A text field that can be used to segment and filter Policies. 
  • Url:  This column is not required.  This field is used as metadata for Policy Holder. The URL is used to display an icon in e.g. the Partner Dashboard as a visual guide when filtering, etc. 
  • Start Time:  Required column. States the date and time when the Policy takes effect. Supports YYYY-MM-DD or YYYY-MM-DDTHH:MM:SS+00:00 (according to ISO 8601 format). This field determines when users can start registering in the app under this Policy. 
  • End Time:  Required column. State the time and date the Policy expires.  Supports YYYY-MM-DD or YYYY-MM-DDTHH:MM:SS+00:00 (according to ISO 8601 format). This field determines when the users will be logged out from the app. 
  • Email domains:  This column is not required. Supports both email domains and explicit email adresses.  Email domains should be entered without @. 
    This field supports several rows within the cell. If you wish to add several different email domains to the same Policy number, you should use a line break within the cell. Click here to see how to create a line break within a cell.  
  • Identity Provider Id:  This column is not required. Refers to the Identity Provider the Policy should be connected to, which is pre-configured during set-up. The value is an UUID. 
  • Resource Titles:  This column is not required. A text field that displays the title of a Resource (available for app and web users). This field supports several rows within each cell. Please note, the fields Resource Titles, Resource Description and Resource data are correlated. If one of these cells contains several rows (line breaks), the other two cells in the same row must contain the same amount of rows (line breaks).
  • Resource Description:  This column is not required. A text field that describes the details of a Resource (available for app and web users). Please note, the fields Resource Titles, Resource Description and Resource data are correlated. If one of these cells contains several rows (line breaks), the other two cells in the same row must contain the same amount of rows (line breaks).
  • Resource Data: This column is not required. A text field that holds the details of a Resource, normally a URL to an external web page (available for app and web users). Please note, the fields Resource Titles, Resource Description and Resource data are correlated. If one of these cells contains several rows (line breaks), the other two cells in the same row must contain the same amount of rows (line breaks).

Keep the column headings in the first row. Delete the placeholder information in the rows below and proceed to populate the file with the Policies and information you wish to import. Please note! If you upload a row with an already existing Policy Number, the data for that row will overwrite the previous information, including if the new data is empty cells. 

Once the file is finished, make sure you save it as a CSV file: CSV UTF-8 (Comma or Semicolon delimited) (.csv) 

How to create a line break in Excel: Double-click the cell in which you want to insert a line break. Click the location inside the selected cell where you want to break the line. Press Alt+Enter (Windows) or Option+Enter (Mac) to insert the line break

Go to Bulk Excel Import

Now it’s time to upload the file. Go to the Policies module and click “Bulk Excel Import”. 

Go to Import file

Under “Import File”, click “Select file” and choose the file you just prepared. Click Import Policy. 

Import Policy

If your file upload was successful, a green box will appear with the message “Your file import was successful.” If the file import failed you will see either a red or yellow box with the following messages:  

Red box – Your file import failed 

Your file import failed because the file is not configured correctly. Reasons why your file import failed could be: 

Incorrect file format: The file that was uploaded isn’t a csv-file 

Misspelled headers: One or more column headers were misspelled. Please use our template. 

File formatting error: Your file is wrongly formatted. By default it should be formatted by comma separation (“,”) or semicolon separation (“;“).  

Ensure your file matches all of the criteria above and re-upload your file.  

Yellow box – Your file import failed 

Your file import failed because something is wrong with the file content.  The row of the Policy that has triggered the error is indicated in the yellow box. 

Reasons why your file import failed could be: 

URL Is not a valid URL 

IdpId is not an UUID 

Ensure your file matches all of the criteria above and re-upload your file.  

Contact information for support

If you have any questions or need support, please contact support@safeture.com