Overview: This article shows Administrators how to import people's information from an excel file to your People List:
Steps:
- Click on Admin in the main menu
- Click On Import Center
- Click on the [Import People Template] link to download the personnel CSV template file.
- Don't change the content of the template columns' headings.
- You can use the [Import People Specification] link to download the help file on how to fill the template.
- Fill the template with the Personnel information.
| Ø LastName | Ø Company | Ø WebPage |
| Ø FirstName | Ø BusinessPhone | Ø Notes |
| Ø EmailAddress | Ø HomePhone | Ø BusinessRegion |
| Ø YourPersonID | Ø MobilePhone | Ø DepartmentName |
| Ø Login | Ø FaxNumber | Ø JobTitleName |
| Ø Password | Ø Address, City | Ø PeopleTypeName |
| Ø GroupId | Ø StateProvince | Ø ManagersEmail |
| Ø NextAvailDate | Ø ZIPPostalCode | Ø IsActive |
| Ø Gender | Ø country_name | Ø JobRole |
- Password: If left blank, the system will assign a temporary password to the user.
- GroupID: represents the security role of the person.
- ManagersEmail: assigning people to a manager using the manager's email address will automatically create the hierarchy between people in the system.
- Save the changes in the template CSV file.
Launch Import People
- Click on the [Launch People Import] link.
- Select [Import People List] from the [Import File Type] drop-down list.
- Click on the [Choose File] button and upload the updated CSV skills template file.
- Click on the [Import] button when finished.
- A detailed report is generated describing the import process result.