Data import This chapter describes JSON-based import structure for account, users and vendors. JSON-based accounts import Structure To import accounts and their users into ScheduleInterpreter® prepare information utilizing JSON-structured file, formatted using array of users and their corresponding information. "_comment" key is always ignored during import. [{ "account": { "_comment": "general user information", "name": "General hospital", "timeZoneID": "2", "registerDate": "2012-01-01 03:00:00", "eMail": "michael.smith@gmail.com", "si_id": "98765" }, "accountContact": [{ "_comment": "Account's contact info, populates on Schedule Interpreter form", "street": "123 Main Street", "city": "Happy town", "state": "CA", "zip": "90210", "country_code": "US" }], "locations": [{ "_comment": "Location where interpreting takes place", "name": "Cardiology", "street": "123 Main Street", "city": "Happy town", "state": "CA", "zip": "90210", "country_code": "US" }], "users": [{ "user": { "_comment": "general user information", "fName": "Michael", "lName": "Smith", "userName": "michael.smith.123", "eMail": "michael.smith@gmail.com", "si_id": "98765" }, "userContact": [{ "_comment": "User address, will be used on invoice, when userType is set to 200 or 100", "street": "123 Main Street", "city": "Happy town", "state": "CA", "zip": "90210", "country_code": "US" }], "integration_code": [{ "_comment": "user's codes in third party platforms", "platform_id": "2", "code": "12346", "field": "CLIENT_ID", "label": "Oracle Fusion client ID" }] }], "integration_code": [{ "_comment": "account's codes in third party platforms", "platform_id": "2", "code": "12346", "field": "ACCOUNT_ID", "label": "Oracle Fusion account ID", "import_column": "18", "export_column": "23" }, { "_comment": "account's codes in third party platforms", "platform_id": "2", "code": "547865", "field": "SHIP_TO_CONTACT_PARTY_NUMBER", "label": "Ship-to Contact Party Number", "import_column": "14", "export_column": "36" }] }] KEYS AND DATA SECTIONS account  parent key contains general information about the account Key Description Type Mandatory name Account name String Yes timeZoneID Time zone ID (account HQ) Integer Yes isDaylight Flags account is in the location that supports daylight saving time Integer: 0 - no, 1 - yes Yes registerDate Date when account was created String No masterID ID of the master account generated by ScheduleInterpreter® Integer No url Website of the account String No When two tier structure is imported the first time, master accounts must be imported first.  Sub-account imported in second upload, using  masterID  key generated by ScheduleInterpreter® after initial import. accountContact  parent key contains address information. This information is populating in the Schedule Interpreter form, when request for services is being made. Key Description Type Mandatory street Street address String Yes city City String Yes state State String Yes zip Postal code String Yes country_code Country code String Yes locations  parent key contains information associated with locations of the account. This information is presented as multiple choice in the Schedule Interpreter form, when request for services is submitted. Address association with the location name is populating in the form, when request for services is being made. Key Description Type Mandatory name Location name String Yes street Street address String Yes city City String Yes state State String Yes zip Postal code String Yes country_code Country code String Yes users  parent key contains general information about users Key Description Type Mandatory title User title (Mr., Mrs., etc.) String No fName User first name String Yes lName User last name String Yes occupation Position, title, occupation String No userName User name used for login String Yes eMail User e-mail address String Yes registerDate Registration date Date: yyyy-mm-dd No comments Comments Text No password User password (not encrypted) String No userType Type of the user profile (default 102) Integer No si_id ID assigned by ScheduleInterpreter® Integer No si_id  key is required for update process. userContact  parent key contains up to two contact entries.  Using is_business flag, import process will configure and secondary address for a vendor. Key Description Type Mandatory street Street address String Yes city City String Yes state State String Yes zip Postal code String Yes country_code Country code String Yes phAC Phone area code Integer No phPref Phone prefix Integer No phSuf Phone suffix Integer No phExt Phone extension Integer No cellAC Cell area code Integer No cellPref Cell prefix Integer No cellSuf Cell suffix Integer No JSON-based import reference tables Special keys and their values used for imports platform_id  key values represent platform codes currently supported by ScheduleInterpreter® Key Value Platform name platform_id 1 Digium platform_id 2 Oracle platform_id 3 BoostLingo platform_id 4 Lingo platform_id 5 Abila platform_id 6 Plunet platform_id 7 ScheduleInterpreter VRI userType  key values represent user profile, when not specifically set, profile 102 is used. Key Value Profile userType 100 Administrator userType 101 Manager userType 102 User (default) userType 200 Accounting manager userType 201 Accounting user userType 301 Scheduler timeZoneID  key values represent time zones, when not specifically set, Central Time Zone is used. Key Value Time zone timeZoneID 1 Eastern Time Zone timeZoneID 2 Central Time Zone timeZoneID 3 Mountain Time Zone timeZoneID 4 Pacific Time Zone timeZoneID 5 Alaska Time Zone timeZoneID 6 Hawaii Time Zone timeZoneID 7 UTC timeZoneID 8 UTC +01:00 timeZoneID 9 UTC +02:00 timeZoneID 10 UTC +03:00 timeZoneID 11 UTC +04:00 timeZoneID 12 UTC +05:00 timeZoneID 13 UTC +06:00 timeZoneID 14 UTC +07:00 timeZoneID 15 UTC +08:00 timeZoneID 16 UTC +09:00 timeZoneID 17 UTC +10:00 timeZoneID 18 UTC +11:00 timeZoneID 19 UTC +12:00 timeZoneID 20 Atlantic Time Zone timeZoneID 21 UTC -01:00 timeZoneID 22 UTC -02:00 timeZoneID 23 UTC -03:00 timeZoneID 24 UTC -11:00 timeZoneID 25 UTC -12:00 country_code  key values represent platform codes currently supported by ScheduleInterpreter® Key Value Country name Additional info country_code AD Andorra country_code AE United Arab Emirates country_code AF Afghanistan country_code AG Antigua and Barbuda country_code AI Anguilla country_code AL Albania country_code AM Armenia country_code AN Netherlands Antilles country_code AO Angola country_code AQ Antarctica country_code AR Argentina country_code AS American Samoa country_code AT Austria country_code AU Australia country_code AW Aruba country_code AX Aland Islands country_code AZ Azerbaijan country_code BA Bosnia and Herzegovina country_code BB Barbados country_code BD Bangladesh country_code BE Belgium country_code BF Burkina Faso country_code BG Bulgaria country_code BH Bahrain country_code BI Burundi country_code BJ Benin country_code BM Bermuda country_code BN Brunei Darussalam country_code BO Bolivia country_code BR Brazil country_code BS Bahamas country_code BT Bhutan country_code BV Bouvet Island country_code BW Botswana country_code BY Belarus country_code BZ Belize country_code CA Canada country_code CC Cocos (Keeling) Islands country_code CD Congo The Democratic Republic of the country_code CF Central African Republic country_code CG Congo country_code CH Switzerland country_code CI Cote d'Ivoire country_code CK Cook Islands country_code CL Chile country_code CM Cameroon country_code CN China country_code CO Colombia country_code CR Costa Rica country_code CU Cuba country_code CV Cape Verde country_code CX Christmas Island country_code CY Cyprus country_code CZ Czech Republic country_code DE Germany country_code DJ Djibouti country_code DK Denmark country_code DM Dominica country_code DO Dominican Republic country_code DZ Algeria country_code EC Ecuador country_code EE Estonia country_code EG Egypt country_code EH Western Sahara country_code ER Eritrea country_code ES Spain country_code ET Ethiopia country_code FI Finland country_code FJ Fiji country_code FK Falkland Islands (Malvinas) country_code FM Micronesia Federated States of country_code FO Faroe Islands country_code FR France country_code GA Gabon country_code GB United Kingdom country_code GD Grenada country_code GE Georgia country_code GF French Guiana country_code GG Guernsey country_code GH Ghana country_code GI Gibraltar country_code GL Greenland country_code GM Gambia country_code GN Guinea country_code GP Guadeloupe country_code GQ Equatorial Guinea country_code GR Greece country_code GS South Georgia and the South Sandwich Islands country_code GT Guatemala country_code GU Guam country_code GW Guinea-Bissau country_code GY Guyana country_code HK Hong Kong country_code HM Heard Island and McDonald Islands country_code HN Honduras country_code HR Croatia country_code HT Haiti country_code HU Hungary country_code ID Indonesia country_code IE Ireland country_code IL Israel country_code IM Isle of Man country_code IN India country_code IO British Indian Ocean Territory country_code IQ Iraq country_code IR Iran Islamic Republic of country_code IS Iceland country_code IT Italy country_code JE Jersey country_code JM Jamaica country_code JO Jordan country_code JP Japan country_code KE Kenya country_code KG Kyrgyzstan country_code KH Cambodia country_code KI Kiribati country_code KM Comoros country_code KN Saint Kitts and Nevis country_code KP Korea Democratic People's Republic of country_code KR Korea Republic of country_code KW Kuwait country_code KY Cayman Islands country_code KZ Kazakhstan country_code LA Lao People's Democratic Republic country_code LB Lebanon country_code LC Saint Lucia country_code LI Liechtenstein country_code LK Sri Lanka country_code LR Liberia country_code LS Lesotho country_code LT Lithuania country_code LU Luxembourg country_code LV Latvia country_code LY Libyan Arab Jamahiriya country_code MA Morocco country_code MC Monaco country_code MD Moldova Republic of country_code ME Montenegro country_code MG Madagascar country_code MH Marshall Islands country_code MK Macedonia country_code ML Mali country_code MM Myanmar country_code MN Mongolia country_code MO Macao country_code MP Northern Mariana Islands country_code MQ Martinique country_code MR Mauritania country_code MS Montserrat country_code MT Malta country_code MU Mauritius country_code MV Maldives country_code MW Malawi country_code MX Mexico country_code MY Malaysia country_code MZ Mozambique country_code NA Namibia country_code NC New Caledonia country_code NE Niger country_code NF Norfolk Island country_code NG Nigeria country_code NI Nicaragua country_code NL Netherlands country_code NO Norway country_code NP Nepal country_code NR Nauru country_code NU Niue country_code NZ New Zealand country_code OM Oman country_code PA Panama country_code PE Peru country_code PF French Polynesia country_code PG Papua New Guinea country_code PH Philippines country_code PK Pakistan country_code PL Poland country_code PM Saint Pierre and Miquelon country_code PN Pitcairn country_code PR Puerto Rico country_code PS Palestinian Territory country_code PT Portugal country_code PW Palau country_code PY Paraguay country_code QA Qatar country_code RE Reunion country_code RO Romania country_code RS Serbia country_code RU Russian Federation country_code RW Rwanda country_code SA Saudi Arabia country_code SB Solomon Islands country_code SC Seychelles country_code SD Sudan country_code SE Sweden country_code SG Singapore country_code SH Saint Helena country_code SI Slovenia country_code SJ Svalbard and Jan Mayen country_code SK Slovakia country_code SL Sierra Leone country_code SM San Marino country_code SN Senegal country_code SO Somalia country_code SR Suriname country_code ST Sao Tome and Principe country_code SV El Salvador country_code SY Syrian Arab Republic country_code SZ Swaziland country_code TC Turks and Caicos Islands country_code TD Chad country_code TF French Southern Territories country_code TG Togo country_code TH Thailand country_code TJ Tajikistan country_code TK Tokelau country_code TL Timor-Leste country_code TM Turkmenistan country_code TN Tunisia country_code TO Tonga country_code TR Turkey country_code TT Trinidad and Tobago country_code TV Tuvalu country_code TW Taiwan country_code TZ Tanzania United Republic of country_code UA Ukraine country_code UG Uganda country_code UM United States Minor Outlying Islands country_code US United States country_code UY Uruguay country_code UZ Uzbekistan country_code VA Holy See (Vatican City State) country_code VC Saint Vincent and the Grenadines country_code VE Venezuela country_code VG Virgin Islands British country_code VI Virgin Islands U.S. country_code VN Vietnam country_code VU Vanuatu country_code WF Wallis and Futuna country_code WS Samoa country_code YE Yemen country_code YT Mayotte country_code ZA South Africa country_code ZM Zambia country_code ZW Zimbabwe JSON-based vendor import Structure To import vendors into ScheduleInterpreter® prepare information utilizing JSON-structured file, formatted using array of users and their corresponding information. "_comment" key is always ignored during import. [{ "user": { "_comment": "general user information", "fName": "Michael", "lName": "Smith", "userName": "michael.smith.123", "eMail": "michael.smith@gmail.com", "si_id": "98765" }, "userContact": [{ "_comment": "primary contact details", "street": "123 Main Street", "city": "Happy town", "state": "CA", "zip": "90210", "country_code": "US" }, { "_comment": "secondary contact details", "street": "123 Main Street", "city": "Happy town", "state": "CA", "zip": "90210", "country_code": "US", "is_business": "1" } ], "skills": [{ "_comment": "user's skillset", "langauge": "English", "native": "1", "transExp": "10", "interpExp": "10" }, { "_comment": "user's skillset", "langauge": "Spanish", "native": "0", "transExp": "10", "interpExp": "10" }], "integration_code": [{ "_comment": "user's codes in third party platforms", "platform_id": "2", "code": "12346", "field": "VENDOR_ID", "label": "Oracle Fusion user ID", "import_column": "18", "export_column": "23" }, { "_comment": "user's codes in third party platforms", "platform_id": "2", "code": "123 Main Street", "field": "VENDOR_SITE_CODE", "label": "Vendor site code", "import_column": "9", "export_column": "18" }] }] Keys and data sections user  parent key contains general information Key Description Type Mandatory title User title (Mr., Mrs., etc.) String No fName User first name String Yes lName User last name String Yes nickName User nickname String No isBusiness Indicates user as a business Integer: 0 - no, 1 - yes No bName Name of the business String No name_qb Name of account for QB String No occupation Position, title, occupation String No userName User name used for login String Yes eMail User e-mail address String Yes registerDate Registration date Date: yyyy-mm-dd No isW2 Indicates user is an employee Integer: 0 - no, 1 - yes No comments Comments Text No password User password (not encrypted) String No dob Date of birth Date: yyyy-mm-dd No skype Skype address String No isVideo indicates if user provides video services Integer: 0 - no, 1 - yes No isPhone indicates if user provides OPI services Integer: 0 - no, 1 - yes No isConference indicates if user provides conference services Integer: 0 - no, 1 - yes No branchID ID of the branch user belongs to Integer No si_id ID assigned by ScheduleInterpreter Integer No si_id  key is required for update process. userContact  parent key contains up to two contact entries.  Using is_business flag, import process will configure and secondary address for a vendor. Key Description Type Mandatory street Street address String Yes city City String Yes state State String Yes zip Postal code String Yes country_code Country code String Yes phAC Phone area code Integer No phPref Phone prefix Integer No phSuf Phone suffix Integer No phExt Phone extension Integer No cellAC Cell area code Integer No cellPref Cell prefix Integer No cellSuf Cell suffix Integer No faxAC Fax area code Integer No faxPref Fax prefix Integer No faxSuf Fax suffix Integer No intl_phone International phone number (office or landline) String No intl_cell International cell phone String No is_business Flags business (secondary) address Integer: 0 - no, 1 - yes No skills  parent key contains list of languages vendor can provide services in. Provide both, source and target languages. For example, vendor interpreting or translating from English into Spanish should have two entries. Key Description Type Mandatory language Name of the language String Yes native Is native speaker of the language Integer: 0 - no, 1 - yes No transExp Translation experience in years Integer No interpExp Interpreting experience in years Integer No integration_code  parent key contains list of codes vendor is configured with in a third party platforms. Key Description Type Mandatory platform_id ID of the integration platform Integer Yes code Code used in the third party platform String Yes field Name of the field in the third party platform String Yes label Human readable label of the field String No Compliance documents import Prepare import structure Prepare your import by creating a list of all documents and their categories. The list should be stored in a Microsoft Excel format with a single sheet. Column A should be populated with names of the documents and column B should be populated with the categories.  There are 7 categories of the compliance documents: background check, vaccination and screening, education, license, certification, professional services, miscellaneous. Plan your compliance documents import carefully, once imported, change of categories is not possible. When not sure, use miscellaneous as a default category Vendor folders Create two folders and name them active and non active. If you have vendors who are no longer working with your organization but you need to import their profiles for compliance purpose use non active folder to store their information. When importing documents for the vendors and the vendor ID is known, it should be included in the name of the folder containing all document.  For example, Doe, Jane [1234] or Doe, John [4321]. How to prepare the documents Each document must be stored as a PDF file.  Files can contain multiple pages. All protection such as password or encryption must be removed. Documents must be named as they are listed in PREPARE IMPORT STRUCTURE, under column A.  All documents must include the date of submission in a format YYYY-MM-DD.  For example, Influenza - 2019-06-28.pdf or FBI criminal background check - 2018-02-15.pdf. When all documents are collected, the folder they are stored in should be named documents and compressed using zip tools. The following diagram provides visual representation on how the documents should be prepared for import. Uploading for import When import file is completed, use 3rd party solutions supporting uploads of files larger than 4Gb to securely store the file. Share the file, setting support.desk@scheduleinterpreter.com as an authorized e-mail and protect it with a password.  Login to your account in ScheduleInterpreter® Community and provide link and password to access the file.Services import For initial import of services (languages) create a Microsoft Excel file and list all languages in the column A. The order, in which the languages are listed is not important.  ScheduleInterpreter® will sort all services in alphabetical order, when the list is generated. Make sure spelling and capitalization of the services are accurate. This is how your services will appear on the screen for your staff, vendors and clients. The table below provided as a reference only. Acholi Flemish Kurdish Russian Afrikaans French Kurmanji Samoan Akan French Canadian Kyrgyz Serbian Albanian Fukienese Lakota Shanghainese Amharic Fula Laotian Shona Arabic Fulani Latvian Sichuan Ashante Fuzhou Lingala Sicilian Asl Ga Lithuanian Sinhalese Assyrian Gaddang Luganda Slovak Azerbaijani Gaelic Luo Somali Azeri Gaelic-irish Maay Sorani Bajuni Gaelic-scottish Macedonian Spanish Basque Georgian Malay Sudanese Arabic Behdini German Malayalam Sundanese Belorussian Gorani Maltese Susu Bengali Greek Mandarin Swahili Berber Gujarati Mandingo Swedish Bosnian Haitian Creole Mandinka Sylhetti Bravanese Hakka Marathi Tagalog Bulgarian Hakka-chinese Marshallese Taiwanese Burmese Hausa Mien Tajik Cakchiquel Hebrew Mina Tamil Cambodian Hindi Mirpuri Telugu Cantonese Hmong Mixteco Thai Catalan Hungarian Moldavan Tibetan Chaldean Ibanag Mongolian Tigre Chamorro Ibo Montenegrin Tigrinya Chao-chow Icelandic Navajo Toishanese Chavacano Igbo Neapolitan Tongan Chin Ilocano Nepali Toucouleur Chuukese Indonesian Nigerian Pidgin Trique Cree Inuktitut Norwegian Tshiluba Croatian Italian Oromo Turkish Czech Jakartanese Pahari Twi Dakota Japanese Papago Ukrainian Danish Javanese Papiamento Urdu Dari Kanjobal Pashto Uyghur Dinka Karen Patois Uzbek Diula Karenni Pidgin English Vietnamese Dutch Kashmiri Polish Visayan Edo Kazakh Portug.creole Welsh English Kikuyu Portuguese Wolof Estonian Kinyarwanda Pothwari Yiddish Ewe Kirundi Pulaar Yoruba Fante Korean Punjabi Yupik Farsi Kosovan Putian Fijian Hindi Kotokoli Quichua Finnish Krio Romanian