1.3 Import (Users)

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.

1. Select the Import button. This will show the following pop-up dialogue

   

2. 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. 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 ignore people 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

4. Use the Select Files button to select the file you wish to import

   

   1. And use the dialogue to select your file

5. You should see something similar to this after selecting your file

   

6. To continue with the Import select the Perform Upload button

7. After the upload has completed you should get a brief message in the Top RHS e.g.

   

   1. Note: It will only show briefly then disappear

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