Although you can set up tracking codes by itself, we recommend that you map tracking codes to user attributes because this process:

• Ensures consistency with user data in the organization. You can map tracking codes to the same user attributes in multiple sites so that any changes made to a user attribute will update tracking codes in all sites.
• Allows you to use tracking codes for sites as needed.
• Enables required tracking codes. Previously, required tracking codes weren't possible on Control Hub managed meeting sites. Mapping tracking codes to user attributes is also the only way to get the equivalent of required tracking codes on Control Hub sites.
• Automatically populates tracking code data through a sync source if your organization uses automated user onboarding processes, such as Directory Connector.

Learn more about how to map tracking codes to user attributes in this article.

Most of this document doesn't apply if your site has the mapped tracking codes to user attributes feature. If you want to manage tracking codes in bulk with a CSV file, you'll need to follow the steps for the user CSV file instead.

If you don't see tracking codes in Control Hub, contact Cisco support.

Tracking codes are alphanumeric codes that identify categories of users on a Webex site. With tracking codes, you can analyze usage by various groups within an organization—For example, by Department or Division. Tracking codes appear as part of the user information in usage reports, which you can obtain for your Webex site. You can use the data in these reports for cost accounting or other internal billing processes.

You can require that users do one or more of the following:

• Provide a code value in their user profiles when they sign up for an account.

• Provide a code value when scheduling an event, a meeting, or a session.

• Select a code value from a list of values that you specify.

  You can create a list of code values using one of the following methods:

  • Type the list of code values.

  • Import the list of code values from a comma-separated value (CSV) file that you create.

Alternatively, you can specify code values in a user’s profile when you add or edit a user account in Control Hub. Thus, users need not type or select codes values for their profiles or when they schedule events, meetings, or sessions.

If you completed the site linking procedure, then manage tracking codes for your site in Webex Site Administration.

If you specified tracking code labels, you can import tracking code values instead of typing the values on the Tracking Codes List page. To use this process, first create a CSV (comma-separated values) file that contains the tracking code values.

This option is useful if your organization uses many tracking codes and you want to maintain a list outside of Control Hub.

If you specify code values incorrectly, Control Hub cannot add those values to the list. In that case, a list of records is generated for the values that it couldn't add, including the cause for each error. You can download a file containing these records to your computer for reference or to correct the errors directly in that file. You can correct errors directly in the file that is created for you. Ensure that you delete the last column, labeled Comments, before you upload the file to create the remaining code values. After you upload a CSV file, you can edit values individually on the Tracking Codes List page. Or, you can contact your Webex account manager for assistance.