Overview

Below is a step-by-step guide for bulk importing your teams into Flow using a .csv file. 

Importing your teams

If you need to import multiple teams follow the steps below to bulk import your teams. Prepare a .csv file with the following columns:

• Name

• Email 

• Team name

• Parent team name (if applicable)

• Membership visibility (Yes, No, Inherit)

• Membership type (viewer or contributor)

Your file should look something like this:

Bulk Importing via the API

To import your CSV via the API, you’ll need to create an API key. 

Then, enter the below URL into your preferred API client, for eg. Postman:

https://flow.pluralsight.com/v3/customer/core/team_membership/bulk_import

Choose the CSV file you created as shown below:

Specify the import_type as either overwrite or update. In either case, you can set additional parameters for your upload:

Overwrite

• add_new_apex_users

• remove_memberships

• remove_empty_teams

• remove_teams 

    Update

• add_new_apex_users

See the table below for descriptions of parameters entered: 

Now you’re ready to hit Send!

You can verify whether or not the CSV was successful by navigating to the Teams page in the Flow app. Here, you’ll see either a banner message indicating the import’s progress. If the import was successful, you’ll see a link to view the results.

Bulk Importing via the Team Page

If you are importing multi-tiered nested teams see the Multi-tiered Nested Teams section below.

Step 1: Starting on your Flow home page, go to the top navigation bar and click Settings. Using the left navigation under User Management, click Teams.

Step 2: Click on Import Teams button in the top right hand corner of your screen.

Step 3: A modal will pop up. Click Upload a CSV.

Step 4: Click Choose File to locate your CSV file, and click Next.

Step 5: You have the option to update or overwrite the current teams. 

• Update means that the bulk import teams will be added in addition to the ones you had already set up in the Flow platform. 

• Overwrite means the teams you had set up in Flow will be replaced with the ones you created within the .csv file. For the overwrite option, you can fine-tune what you want to keep and what you want to officially overwrite. 

Step 6: Once you have selected to update or overwrite, click Next.

Step 7: This next step, outlines what changes will occur based on your selection. In this example, we are updating and adding new users if not found. Click Yes, Import to confirm the import.

Step 8: Your have successfully imported your teams! The teams will be visible in your teams list.

For more information about managing you teams and editing your teams check out the following help documents:

• Team management

• Team details

Multi-tiered Nested Teams

When importing teams that include multiple nested team levels you will use the parent_team column to associate the nested team to the most immediate parent_team. This is illustrated in the following example below:

Example Team Structure:

• King of the Castle - 0 Users, 10 Nested Users
  • Front End - 0 Users, 10 Nested Users
    • FE A - 2 Users
    • FE B - 1 Users, 2 Nested Users
      • FE B1 - 2 Users

In the above team structure, notice that the top two team levels ("King of the Castle" and "Front End") do not have any native users? In this case, the "Front End" team would be created because we would be creating it with it's immediate association to it's nested teams ("FE A" and "FE B"). The main parent team ("King of the Castle") would need to be added manually or by adding a user to either the King of the Castle or to the Front End team.

Here is what our file would look like without adding an additional user (fake or otherwise) to create "King of the Castle":

In order for the top level team to be created you will need a user to create it in the file:

• Line 7 would be adding a user directly to the top parent team
• Line 8 would be adding a user directly to the Front End team thereby associating Front End to the parent_team.

Once you have your team structure mapped out in your file, follow the steps to upload and import it above.

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If you need help, please email support@pluralsight.com for 24/7 assistance.