The User Imports permission allows administrators to mass create and update user profiles, organizations, and assign officials. Administrators will need the Organizational Structure permission assigned to create and update new organizations.
The data import for each import type is not dependent upon each other. The recommended order is validating organizations are established or created in USA Performance to create new user profiles. After the organizations and user profiles are added, administrators can mass assign user officials.
- Click Admin.
- Click Import Records under Users and Permissions.
- The Data Import page opens the data import tool. Here are the fields and descriptions:
Data Download Section
- Download Organizations (Link): Allows administrators to download a file containing all organizations currently configured in USA Performance. Used for auditing, updating, or preparing import files.
- Download Official Assignments (Link): Downloads a list of all official assignments, including Rating Officials, Reviewing Officials, and other role assignments. Helps administrators validate current assignments or prepare bulk update files.
Data Import Section
Import Templates (Linked Resources)
Each link provides an Excel template required for the corresponding import task:
ImportUsersTemplate.xlsx — Create or update user accounts.
ImportOfficialsTemplate.xlsx — Assign Rating, Reviewing, or other officials.
ImportAgencyIdentifiersTemplate.xlsx — Assign agency identifiers to users.
ImportSSNsTemplate.xlsx — Assign Social Security Numbers.
ImportCreateOrganizationsTemplate.xlsx — Create new organizational units.
ImportUpdateOrganizationsTemplate.xlsx — Update existing organizational units.
These templates ensure data is properly formatted for successful system import.
- Import Type (Dropdown): Allows administrators to choose the type of data they want to import, such as users, officials, SSNs, or organizations. Must match the template selected to avoid errors.
- Browse (Button): Will appear once a selection is made in the Import Type dropdown. Used to select and upload the completed import file from the administrator’s computer.
- Import Button: After selecting a file, clicking this initiates the bulk import process. The system processes the file and updates the data accordingly.