1.3 Import (Users)

Owned by Graham Kennedy
Last updated: Jun 13, 2024
3 min read

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.

  • Before Importing Users, we recommend that you always 1st check either via an Export or Downloading of the latest Template, that the Excel Import format is the latest. Improvements are released periodically that may have an impact of the Import Template,. (i.e. Check all the possible columns (User Fields) are are present and in the correct sequence).

  • The Role Based Survey field if being used, requires to be populated by the Requirements Unique ID, NOT the Requirement Name.

  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. Warning: When editing/updating a persons Info, replacing the contents of a field with null or a space will clear the field of any previous value.

  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

Notes:

  • Invalid fields or null mandatory fields will cause the person to not be updated, and produce an error message.

  • Duplicate email addresses will not be imported

On this page:

Full list of Person fields

See the list of available fields here: 1. Manage Users | Full list of Person fields

 

Related Help pages