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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

Archived / On-Leave

The following fields can be included if people being added/updated via the import process are archived or on-leave;

  • Status (this should be one of the 'Status' options when editing someone's details)
  • Date resigned
  • Date returning from leave
  • Archived reason
    • The same field is used for both the 'reason' someone has resigned, as well as the 'reason' someone is 'on-leave'

Qualifications

Qualifications & licence information can be imported with personal details - click for more details

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