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Data Loads Overview

Interfolio’s Lifecycle Management allows administrators to set up their instance of LM manually, through file uploads, or public APIs.

Both manual and file upload configuration methods can be done through the user interface.

File Upload Process

File uploads must be loaded in this sequence Setup Step
1 Series See the Administration tab > Load Data for Data Upload Templates with Instructions, Data Sample, and blank Templates
2 Professional Journey
3 Rank
4 Rank Events
5 Faculty Profile
6 Appointments
7 Past Events (optional)
8 Workload (optional)

Manual Set Up Process

Manual setup must be done in this sequence Setup Step Resource
1 Series See Creating and Defining Series
2 Ranks See Creating and Defining Ranks
3 Rank Events See Creating and Defining Events
4 Professional Journeys See Planning and Defining Professional Journeys
5 Workload
Remaining configuration must be done via file uploads

See the Administration tab > Load Data for Data Upload Templates with Instructions, Data Sample and blank Template
6 Faculty Profile
7 Appointments
8 Past Events

FAQ: Data Importer

Will the file uploader accept any file regardless of the number of columns as long as the appropriate headers are indicated?

Yes, as long as the names of your header rows match the template, your file may contain additional columns.


Best Practice: File Importer

How does the "update existing items" toggle work when loading a new file?

Optional fields can be updated (when using the update flag). Faculty not included on the list will not be removed from the system. When uploading Profile or Appointment files, you may leave rows in your setup sheet of existing records already loaded to the system. These will be skipped.

The Update flag is available on the Faculty Profile file and Appointment File.

Currently, there are some required fields we can change. Fields that cannot be changed are those that are used to build the timeline.

The following fields cannot be changed:

Profile template:

  • Email Address

Appointment template: 

  • Email
  • Unit Name
  • Series Name
  • Journey Title
  • Rank Name
  • Start Date

Date Hired can be changed but this will not change the date of any existing timelines. To correct this, consider adding an exception event to the faculty member's timeline.


Best Practice: File Upload order

Which file should be loaded first?

It's recommended to load the CURRENT appointments file first. It's also recommended to create a faculty file with unique faculty, and load these as test cases.

How should you use position ID found on the Appointments file?

This field may be used to capture the faculty member's institutional position number. This is a text field so it can be repurposed for other needs as well.