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People file schema

A people file is the roster of users Conflixis ingests into your group (workspace). Each row represents one position held by one person; the same person can hold multiple positions across multiple rows. Files can be delivered via SFTP on a recurring schedule or uploaded ad hoc through the manager UI bulk-import flow.

This page lists every column Conflixis recognises, with required fields, validation rules, and conventions.

  • Format — CSV, UTF-8 encoded (with or without a BOM).
  • Header row — the first row must contain column keys (e.g. email, first_name). If your existing export uses different headers, see Custom column headers below.

A people file must include these three columns; every row must have a non-empty value for each:

Column key Display label Notes
email Email Lowercased and validated as a well-formed address.
first_name First Name Trimmed; max 100 characters.
last_name Last Name Trimmed; max 100 characters.

The smallest valid file looks like this:

email,first_name,last_name
ada@example.com,Ada,Lovelace
grace@example.com,Grace,Hopper

For most rollouts we recommend including these columns from day one. They unlock manager-hierarchy display, physician matching, and clean per-person identification across exports.

email,first_name,last_name,npi,employee_id,job_title,manager_email
ada@example.com,Ada,Lovelace,1234567890,EMP-00001,Engineer,grace@example.com
grace@example.com,Grace,Hopper,,EMP-00002,Director,
Column key Display label Required Max length Format / notes
prefix Prefix No 50 e.g. Dr., Ms.
first_name First Name Yes 100
middle_name Middle Name No 100
last_name Last Name Yes 100
suffix Suffix No 50 e.g. Jr., PhD
email Email Yes Lowercased and validated as a well-formed email address.
npi NPI No Exactly 10 digits, or empty. Provide if applicable — required for Open Payments matching.

Position columns describe one role the person holds. To record multiple roles for the same person, include multiple rows with the same email — see Multi-position people.

Column key Display label Required Max length Format / notes
job_title Job Title No 200
employee_id Employee ID No 200 Your internal HR identifier; useful for stable cross-export linkage.
department Department No 200
manager_email Manager Email No Valid email or empty. The manager must also appear as their own row in this file.
department_manager_email Department Manager Email No Valid email or empty. The department manager must also appear as their own row in this file.
faculty_designation Faculty Designation No 200 Academic appointments (e.g. Tenured Professor).

Both columns accept multiple values separated by semicolons (;).

Column key Display label Required Max length per value Format / notes
entities Entities No 100 Locations or organisational units the person is affiliated with. Example: Hospital North;Research Institute.
audiences Audiences No Which campaign(s) this person should be eligible for. Example: Physician;Board Member;Key Person.

A person who holds more than one position should appear on multiple rows that share the same email. Conflixis merges them into one person record with multiple positions.

email,first_name,last_name,job_title,department,entities
ada@example.com,Ada,Lovelace,Engineer,Analytics Engineering,Hospital North
ada@example.com,Ada,Lovelace,Lecturer,Computer Science,Research Institute

The row with the most filled-in position fields is treated as the person’s primary position; ties are broken by order in the file.

Conflixis treats all of the following as empty:

  • A blank cell.
  • The literal strings n/a or na (any casing).
  • Any value with no letters at all (e.g. --, ---, 0).

You don’t need to pre-scrub these from your export — they’re normalised during ingest.

  • UTF-8 is required. UTF-8 with or without a BOM is fine.
  • Both LF and CRLF line endings are accepted.
  • Avoid Windows-1252 / Latin-1 encoded files — non-ASCII characters will be corrupted.

If your existing HRIS export uses different column names (for example, Work Email instead of email), you don’t need to rename them. A column mapping is set up once in the Conflixis app and remembered for every future delivery.

A realistic, fuller export combining person identity, position, affiliations, and a multi-position row:

email,first_name,last_name,npi,employee_id,job_title,department,manager_email,department_manager_email,faculty_designation,entities,audiences
ada@example.com,Ada,Lovelace,1234567890,EMP-00001,Engineer,Analytics Engineering,grace@example.com,grace@example.com,,Hospital North,Physician
ada@example.com,Ada,Lovelace,1234567890,EMP-00001,Lecturer,Computer Science,grace@example.com,grace@example.com,Tenured Professor,Research Institute,Key Person
grace@example.com,Grace,Hopper,,EMP-00002,Director,Analytics Engineering,,,,Hospital North,Board Member;Key Person