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  • Title
  • Preferred first name
  • Reference number
  • Address (line 1)
  • Address (line 2)
  • City
  • State
  • Postcode
  • Postal address (line 1)
  • Postal address (line 2)
  • Postal City
  • Postal State
  • Postal Postcode
  • Phone (Home)
  • Phone (Work)
  • Phone (Mobile)
  • Preferred phone number (this should either be 'Home' / 'Mobile' / 'Work', or one of the above phone numbers)
  • Email
  • 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

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Qualifications

Qualifications can also be added into a persons records at the same time. The following columns should be used when importing qualification information;

  • Qualification
  • Date attained
  • Expiry date
  • Provider
  • Certificate no

 Qualifications can also be referred to by the 'Qualification ID', rather than by name. If you would rather use this approach, please specify 'Qualification ID' instead of 'Qualification'.

Other groups & Security

People can also be allocated to other groups which you may have setup through the import facility - this is especially useful when a large number of groups have been setup - the following fields can be used;

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