Organisation Import Specification in PICSWeb
Instructions on using this specification to create an import file are available in Uploading a New Import File.
A CSV/XLSX file import can be used to bulk import and update Organisation data from other data sources. The table below shows what types of import are available for organisations.
Supported Options |
|
---|---|
CSV file format accepted | |
XLSX file format accepted | |
User Defined Fields supported | |
Record Handling |
|
Single record in file | User redirected to the New Organisation window |
Multiple records in file | Records added direct to database |
For the import to work, the file must be in the following format. If no data is found for the mandatory columns, no records will be imported.
The importer looks for matching Organisation records in PICS using the EMPCODE or EMPRECGUID. Any matches found in PICS will be updated with data from the import file.
Column Name | Required? | Format | Example | Notes |
---|---|---|---|---|
EMPNAME | Yes | String | Pellcomp Software | Organisation name |
EMPADDR1 |
| String | Gladstone House | First line of address |
EMPADDR2 |
| String | 28 St Giles Street | Second line of address |
EMPADDR3 |
| String | Norwich | Third line of address |
EMPADDR4 |
| string | Norfolk | Fourth line of address |
EMPADDR5 |
| String | England | Fifth line of address |
EMPPOSTCODE |
| Postcode | NR2 1LL | Postcode |
EMPPHONE |
|
|
| Phone |
EMPEMAIL |
|
|
| |
EMPWEBSITE |
|
|
| Website |
EMPRISK |
| Single character | 1 | Risk banding:
or null |
EMPSTATUS |
| single char | L | Status:
or null = Live |
EMPEPAORGID |
| EPAXXXX where X is an integer from 0-9 | EPA01010 | EPA Organisation ID https://guidance.submit-learner-data.service.gov.uk/22-23/ilr/entity/LearningDelivery/field/EPAOrgID |
EMPEDRS |
| 9 digit number | 912345678 | Employer ID number from the Employer Data Service |
EMPCOMPANYREGNUMBER |
| 8 characters | 12345678 | |
EMPCODE |
| 6-character long alpha numeric | PELL01 | Used for matching |
EMPRECGUID |
| 32-character unformatted GUID | 7f0c1c408ef29249999b76b0539b5d54 | Used for matching |
TAG_IDS |
| string |
| INTERNAL USE ONLY |
TAG_NAMES |
| string | April 2022*Engineers* | Names of the tags to create * separated |
ACT |
| 1 char | L | Apprenticeship Contract Type N - ACT 1 Non-levy |
SEM |
| 2 numeric | 1 | Small Employer |
SIZEBAND |
| 1 char | M | L - Large (250+) M - Medium (51 - 250) |
NOTES |
|
|
|
|
EMPMAINOFFICER |
| PICS Officer Code |
| Main Officer PICS Officer |
EMPMAINCONTACT |
| PICS Officer Code |
| Main Contact PICS Officer See more |
ADDSITES |
| “*” used as a separator to allow for multiple sites to be added. | NOR*KING*IPS to add these sites to this organisation |
|
REMOVESITES |
| “*” used as a separator to allow for multiple sites to be removed | NOR*KING*IPS to remove these sites from this organisation |
|
ADDITIONALID |
|
|
| Additional ID |
Example Data File
The file below is an example of a valid organisation import CSV.