Importing and Exporting Access Groups

Accolade provides Administrators and Process Designers the ability to export access groups from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate access groups in each environment, download the information and import it into the new environment.

The download exports the access groups configuration into a spreadsheet file with the information grouped into the following tab within the file:

• Access Group

To export access groups:

1. From the System menu, select Security & Groups > Access Groups.
2. Click Download in the top right corner of the page.

By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.

To import access groups into Accolade:

1. Ensure the data within the spreadsheet meets the requirements for a successful import.
2. Remove any access groups that you do not want to include in the upload from the spreadsheet and save the file.
3. From the System menu, select Security & Groups > Access Groups.
4. Click Upload in the top right corner of the page.

Accolade uploads the changes to the access groups in the spreadsheet, and adds any new access groups with unique system names.

5. (Optional) Click Print to print the import results for your records.

Access Groups Settings Included in the Spreadsheet File

The columns in the downloaded spreadsheet include the settings for each access group in the order listed below. For a description of each access group setting, see Creating Access Groups.

Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing Importing and Exporting Configuration Components Best Practices before making changes in a production environment.

• Access Group

   

  Column Name	Accepted Values on Upload*	Additional Notes
  Access Group System Name	Alphanumeric characters, underscore**	Used for matching for upload. If an access group exists, its settings are changed with the values in the uploaded file. If a new, unique system name exists in the file when uploaded, a new access group is created.
  Access Group Name	Any	If blank, the access group does not upload.
  Parent Access Group System Name	Any	If blank, the access group does not upload.
  Delete	Yes, Y, True, 1, X*	All other values are treated as No on upload.

  * For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.

  ** Limited to characters between a - z, A - Z, and 0 - 9, and the underscore ( _ ).