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LSS Adding Employee Data Administrator Guide Last Revised: November 04, 2022 Version: 1.6 2022 LinkedIn Corporation, All Rights Reserved

Disclaimer 2022 LinkedIn Corporation, All Rights Reserved LinkedIn Corporation 1000 W. Maude Ave. Sunnyvale, CA 94085 This document may contain forward looking statements. Any information in this document is subject to change without notice. The software (and related documentation) may be used or copied only in accordance with the terms of your license agreement with us. No part of the software or documentation may be reproduced, transmitted, or translated in any form or by any means, electronic, mechanical, manual, optical, or otherwise, in part or in whole, except in accordance with the terms of your license agreement with us. LinkedIn Corporation and the LinkedIn Corporation logo are trademarks, servicemarks, or registered trademarks of LinkedIn Corporation in the United States and other countries. All other brand, service or product names are trademarks or registered trademarks of their respective companies or owners. 2022 LinkedIn Corporation, All Rights Reserved

Contents Disclaimer. 2 Overview . 4 Adding Seat Holders to the Site . 5 Adding Seat Holders Manually . 5 Automating Employee Data Integration . 6 Preparing your CSV File . 6 Seat Holder Information . 6 Status . 6 Groups . 7 Advanced Fields . 7 Examples . 7 Accessing the Account Center . 8 Uploading your CSV Over HTTPS. 8 1. Get your authorization token. 8 2. Upload your CSV file to LinkedIn servers . 8 3. Download result CSV file (Optional). 11 Upload your CSV File via SFTP . 12 1. Create an SFTP user . 12 2. Connect to the SFTP server . 13 3. Upload your CSV file . 13 Changing the Status of a Seat Holder . 13 Adding or Removing Administrators. 14 Removing Seat Holders . 14 Support . 15 Supporting Documentation . 15 LinkedIn’s Privacy and Data Security Policy . 15 LinkedIn’s Security Contacts . 15 2022 LinkedIn Corporation, All Rights Reserved

Overview This document provides information about your options for adding employees to your LinkedIn enterprise applications, including both manual and automated methods for integrating HR data. You can also learn about updating or modifying existing employee data. 2022 LinkedIn Corporation, All Rights Reserved

Adding Seat Holders to the Site As an administrator on LinkedIn Sales Navigator, you can invite individuals from your contract at any time. You are able to add seat holders individually, in bulk, or create a real-time data integration so your seat holders are always up to date. Adding Seat Holders Manually 1. Select Admin Seat Management in the navigation bar at the top of the Sales Navigator homepage. 2. Click Assign seats by email at the top right of the page. 3. List the email address of the employee(s) you want to add. If you're inviting more than one person, separate the email addresses with a comma. 4. Designate the appropriate role: Admin Role: Controls role/permission settings and has their own Sales Navigator license. o Admin-only access: Controls role/permission settings and access reporting; does not have a Sales Navigator seat holder license. o Seat holder: Has a Sales Navigator license but no administrator access. 5. Assign tags (optional). The tags are used to group employees together for administrative purposes and aren't visible to employees. o 6. Click Assign. After you add an employee, an email is sent automatically to employees invited to Sales Navigator. You can resend the email from the Seat Management page using the Resend Welcome Email link. 2022 LinkedIn Corporation, All Rights Reserved

Automating Employee Data Integration Preparing your CSV File If this is your first time uploading a CSV file, or if you want to create a new CSV file, we recommend using the Sales Navigator CSV File Template. For more information, see Manage Users in Bulk via CSV in Sales Navigator Account Center. 1. Open the CSV template in Microsoft Excel or a text editor application such as Microsoft Notepad. 2. Replace the example employees with your employees’ information using the following instructions. Make sure you save the file with a .CSV extension. Seat Holder Information The required standard columns in your CSV file must be formatted exactly as they appear in the template (using lowercase letters and underscores): primary email address: The email address of the seat holder. This must match the email address associated with the seat holder's LinkedIn.com account. sales license current status: The license status of the seat holder (active or inactive) Note: To prevent any errors with your import, do not change the required column header names or formatting. If you have previously imported a CSV file, the new import only applies information that has been edited or updated. Prior information maintains its current status. For example, if you're adding additional seat holders, you only need to import the new users. Status 1. To specify whether or not you want your employees to have access to LinkedIn Sales Navigator, include the sales license current status field heading. 2. To grant access, enter active. If you do not want an employee to have access, enter inactive. a. Employees that are inactive do not display in Sales Navigator user management screens. b. You must include the sales license current status column for employees to be assigned a Sales Navigator license. 2022 LinkedIn Corporation, All Rights Reserved

Groups You can specify if a Seat Holder is in a group. Provide the group name preceded by group/ as a field heading. Enter a zero (0) to indicate that the employee is not in the group or a one (1) if the Seat Holder is in the group. If the group does not yet exist, it is created, and the Seat Holder is added. Groups are equivalent to tags in Sales Navigator. Be sure to only load tags that have already been created in Sales Navigator. Initially, tags loaded using CSV do not show up in Sales Navigator. This is a feature that is still in development. Advanced Fields To change the email addresses for your employees, you have the option of adding the unique user id field heading and then adding a unique value for the employees in your CSV. After assigning a unique ID to your users, you can change their email addresses. If you attempt to change the email address of existing employees without first adding unique user id , they are treated as new users. In addition to allowing email changes, using a unique ID also ensures consistency across all of your company's enterprise products and the SAML assertion sent if you have enabled SSO. Examples In the following example, John Doe and Jane Smith are added to an account and can access LinkedIn Sales Navigator once they activate their profiles. John is tagged with the Engineering tag and Jane is added to the HR tag. The Excel file is saved as a .CSV file format. CSV File 2022 LinkedIn Corporation, All Rights Reserved

Accessing the Account Center Access the Account Center using the direct link at: www.linkedin.com/enterprise/accountcenter/settings Uploading your CSV Over HTTPS 1. Get your authorization token If you are an Enterprise administrator, you can self provision an access token from the Account Center. a. From the direct link, you are taken to Settings Global Settings and open the OAuth Access Token panel to proceed. Note: If you are accessing Account Center from Sales Navigator rather than through a direct link, you can reach it using the following steps. 1. Sign in to Sales Navigator. 2. Select Admin Admin Settings. 3. Click Advanced Integrations on the left sidebar. You are directed to the account center. b. Follow the procedure by filling in each field and click Generate token. You should see your access token pop up under the Access token field. c. Save your access token to your clipboard or computer before leaving the page. 2. Upload your CSV file to LinkedIn servers There are two modes that can be used to upload the file, automatic and manual. Automatic mode: once you upload your CSV, it begins processing. Manual mode: you can upload the file, but you must manually trigger the processing. You can use this mode to track the file processing progress. 2022 LinkedIn Corporation, All Rights Reserved

Notes OAUTH TOKEN should always be replaced with the token generated from step one. /path/to/upload.csv should always be replaced with the file path to your CSV file. Make sure your CSV file follows the correct format documented in How to use CSV. Everything in bold should be specific to your input and expected response. Linux-specific instructions: Automatic Mode Run this command: curl -H 'Content-Type: multipart/form-data'-H 'Authorization: Bearer OAUTH TOKEN '--form 'fileupload @/path/to/upload.csv;type text/csv'-X POST "https://api.linkedin.com/media/upload?media type enterprise csv uplo ad&auto notify true" Manual Mode Run this command: curl-H 'Content-Type:multipart/form-data'-H 'Authorization: Bearer OAUTH TOKEN '--form 'fileupload @/path/to/upload.csv;type text/csv'-X POST "https://api.linkedin.com/media/upload?media type enterprise csv uplo ad" Expected response: HTTP/1.1 201 Created { "location": "urn:li:media: CSV FILE HASH " } Optional Steps 1. Copy your urn:li:media: token, which will be in place of CSV FILE HASH clipboard. 2. Start processing your file by running this command: curl -H 'Authorization: Bearer OAUTH TOKEN ' -H 'Content-Type: application/json' -X POST 2022 LinkedIn Corporation, All Rights Reserved , onto your

action processFile" --data '{"mediaUrn":"urn:li:media: CSV FILE HASH "}' Note: CSV FILE HASH should be replaced with the urn:li:media: token you get in the response after running the curl command in the prior step. Expected response: HTTP/1.1 201 Created { "value": " JOB ID " } 3. Get updates to the job processing using HTTP GET: curl -H 'Authorization: Bearer OAUTH TOKEN ' -X GET "https://api.linkedin.com/v2/enterpriseUploadJobs/ JOB ID " Note: JOB ID should be replaced with the JOB ID value you got in the response after running the command in the prior step Expected Response: { "resultStats": { "updatedCount": 1 , "deletedCount": 0 , "warningCount": 0 , "totalCount": 0 , "errorCount": 0 }, "created": 1466552257141 , "sourceMedia": "urn:li:media: SRC FILE HASH ", "messages": [.] , "lastModified": 1466552257141 , "Id": JOB ID , "resultMedia": "urn:li:media: RESULT FILE HASH ", "status": " DONE " } Windows PowerShell-specific instructions: Automatic Mode 1. Define the following parameters: filePath " \path\to\upload.csv " AuthHeader @{'Authorization' 'Bearer OAUTH TOKEN' 2022 LinkedIn Corporation, All Rights Reserved }

uri "https://api.linkedin.com/media/upload?media type enterprise csv uplo ad&auto notify true" fileContent [System.IO.File]::ReadAllText( filePath) boundary [System.Guid]::NewGuid().ToString() LF " r n" bodyLines ( "-- boundary", "Content Disposition: form data; n ame "file "; filename "AccountCenterImport.csv "", "Content-Type: text/csv LF", fileContent, "-- boundary-- LF" ) -join LF 2. Run the following command: Invoke-RestMethod -Uri uri -Method Post - ContentType "multipart/form data; boundary " boundary "" Body bodyLines -Headers AuthHeader Expected Response: location -------- urn:li:media: RESULT FILE HASH After you have uploaded your employees, you should be able to see them listed on the Seat Management screen in Sales Navigator. 3. Download result CSV file (Optional) If you checked that you’d like an email sent when generating an authorization token, you can do the following: a. Check your email to get instructions on downloading the result CSV file. When the CSV job processing is done, the system sends a result summary email to the primary email address and any others provided in step one. b. Download result CSV file by running this command (Linux users): curl -H 'Authorization: Bearer OAUTH TOKEN ' -X GET "https://api.linkedin.com/media/upload?media type enterpr ise csv uplo ad&id urn:li:media: RESULT FILE HASH " -o results.csv 2022 LinkedIn Corporation, All Rights Reserved

Note: RESULT FILE HASH should be replaced with the "resultMedia":"urn:li:media: token you get in the response after running the curl command in the prior step. Upload your CSV File via SFTP 1. Create an SFTP user a. In your Account Center, go to Settings Global Settings and open the SFTP Setup panel. b. Click Add a new SFTP user. c. Follow the procedure by filling in each field and click Create user. i. ii. Make sure your username is unique and does not have any spaces or special characters. Copy and paste your SSH key into the Public Key box. It should start with ssh-rsa or ssh-dss. 2022 LinkedIn Corporation, All Rights Reserved

2. Connect to the SFTP server a. We support a variety of SFTP clients; however, the following documentation is written for the SFTP client that ships with OpenSSH. b. In your terminal, run this command to connect to the SFTP server: sftp -i /.ssh/ your private key -P username @sftp.linkedin.com 2705 i. Replace your private key with the name to the file of your own private SSH key that matches the public one you provided in step one. ii. Replace username with the username you just provisioned in step one. c. You should see a response like this in your terminal. If you are asked if you want to continue connecting, enter yes. Are you sure you want to continue connecting(yes/no)? yes Connected to sftp.linkedin.com. sftp 3. Upload your CSV file a. To upload a file, run the following command in your terminal: put yourfile .csv b. You should see the following response: Uploading yourfile .csv to / yourfile .csv yourfile .csv 100% 1458 1.4KB/s 00:00 c. This file is processed automatically and a new file ( file.csv resultReport.csv) is also created. This new CSV file shows the result report. Check your directory contents to make sure it is there with the command ls. You might have to wait a minute for the new file to be created: sftp ls file .csv file .csv resultReport.csv Note: If you have a GUI SFTP Application, you can connect to the server and upload your CSV by dragging and dropping your file into that application. 4. Download both CSV files to verify the content. Changing the Status of a Seat Holder The following roles are available on LinkedIn Sales Navigator: Admin Role: Controls role/permission settings and has their own Sales Navigator license 2022 LinkedIn Corporation, All Rights Reserved

Admin-only access: Has no access to the Sales Navigator application but can control role/permission settings and access reporting. Seat holder: Has a Sales Navigator license but no administrator access. When someone first signs up for Sales Navigator, they'll be assigned the Seat holder role by default. An administrator will have to update their status as needed. Adding or Removing Administrators You must be a Sales Navigator account administrator to add and remove other admins. If you're not an administrator, contact your Sales Navigator account administrator to make any changes to seats on your Sales Navigator contract dashboard. To add or remove an admin: 1. Select Admin Seat Management. 2. Find the seat holder in the user list you'd like to add or remove as an admin. You can also search for a specific user by name. 3. Click Edit to the right of the user's name and select Grant admin access, Grant admin-only access, or Remove. Existing administrators will have a green Admin label to the right of their name. 4. Click Confirm. To change or remove the only administrator showing from the team, you'll need to designate another administrator first. An administrator can't revoke their own administrator status. The original administrator must first assign the administrator role to another seat holder and then the new administrator can revoke the role from the original administrator. Removing Seat Holders As an admin on LinkedIn Sales Navigator, you can remove Seat Holders at any time. 1. Select Admin Seat Management in the navigation bar at the top of the Sales Navigator homepage. 2. Locate the employee you want to remove and click Edit Remove. Employees are listed by the date they were added, with the most recent displaying at the top of the page. You can also sort or search by name. 2022 LinkedIn Corporation, All Rights Reserved

Support Supporting Documentation Single Sign-on Administrator Guide Privacy and Security Whitepaper: Account Center Employee Database Integration (EDI) and Single Sign-On (SSO) LinkedIn’s Privacy and Data Security Policy https://www.linkedin.com/legal/privacy-policy LinkedIn’s Security Contacts If you have any security questions or you would like to report a security issue, write to us at security@linkedin.com. 2022 LinkedIn Corporation, All Rights Reserved

1. To specify whether or not you want your employees to have access to LinkedIn Sales Navigator, include the sales_license_current_status field heading. 2. To grant access, enter active. If you do not want an employee to have access, enter inactive. a. Employees that are inactive do not display in Sales Navigator user management screens. b.

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