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 page.
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 contain 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
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;
- Group ID
- 'Group name' can also be used if you don't know the group ID number
- Visible
- This should be set to either 'Yes' or 'No', to specify if a person should be shown (visible) when listing people in the group, or if they are part of the group only for administrative reasons
- Cascade
- This should be set to either 'Yes' or 'No' to specify if a person should have access to all groups beneath the one they are being added to.