Employee Directory Import Automation - Create metadata fields before first upload? | XM Community
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Hi all,
We are looking at starting an automation to import employees to our directory. Do I need to use the Manage Metadata tool to create fields we intend to include in our spreadsheet file that will be uploaded weekly before our first upload or will our first upload automatically create the desired metadata fields based on what is in the file?
Many thanks
Chris

Hi Chris!
It is not necessary to create the fields previously to any upload in the Employees Directory. You could just upload the file (manually of with an automation) and that will create the fields that doesn't exist at that moment.
Something important to keep into account is that if you are going to manually upload some participants with some metadata, you must be sure that you are using the exact same names for the metadata fields that you are going to use in the import automation, that way you won't have any duplicated fields with different names.
Hope this solve your question! 😉

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