Page Comparison

Import

You are able to Import new Users or Manage user information by using the Import functionality. You can use either the Import Template or the output from an Export (Excel Worksheets) to import New Users or change current User details.

Select the Import button. This will show the following pop-up dialogue
If you do not yet have an Import Template or output from an Export you can download an empty template using the Download Bulk Template button
1. Save & rename this file as required etc
2. This file can now be edited and populated with new people you wish to add to the list of people
3. Note: When editing/updating a persons Info, replacing the contents of a field with null or a space will have no impact on the persons information, and the original info specified for that field will NOT be changed. If you do wish to remove the information stored in that field for that person, it will need to be done manually (in-situ) first.
Once you are ready to Import select the Type of Import you wish to do
1. Insert & Update - will Insert People that have an email address that does NOT already exist in the system and Update people it finds with an existing email address
2. Insert Only - will only Insert People that have an email address that does NOT already exist in the system and ignorepeople it finds with an existing email address
3. Update Only - will Update people it finds with an existing email address and ignore People that have an email address that does not already exist in the system
Use the Select Files button to select the file you wish to import
And use the dialogue to select your file
You should see something similar to this after selecting your file
To continue with the Import select the Perform Upload button
After the upload has completed you should get a brief message in the Top RHS e.g.
Note: It will only show briefly then disappear