People can be imported into the system from a tab-delimited CSV file. This can be achieved by clicking 'Add person', and then selecting the 'Import from file' link at the top right of the screenpage.
Once a file is selected, click 'Import people' to upload the file into the system and start the import process.
The first row in the file should include a header line as the first 'row', with each of the columns named appropriatelycontain the column names, as detailed below.
Following this should be a list of people to be imported, with one line per person.
Importing people
People can be added into the system, as well as updating existing staff records.
Existing records are updated by looking for people with the same name and reference number / email address.
The following fields are required to import a person into the system
- First name
- Last name
Other fields which can also be imported are:
- Title
- Preferred first name
- Reference number
- Address (line 1)
- Address (line 2)
- City
- State
- Postcode
- Phone (Home)
- Phone (Work)
- Phone (Mobile)
- Preferred phone number (this should either be 'Home' / 'Mobile' / 'Work', or one of the above phone numbers)
- Group
- Date of birth
- Group ID
- 'Group name' can also be used if you don't know the group ID number
- Position
- Date joined
- Emergency contact name
- Emergency contact number
Qualifications can also be added into a persons records at the same time. The following fields should be used when importing qualification information;
- qualification
- date attained
- expiry date
- Provider
- certificate no