Step-by-Step Process:
- A. Select the Settings workspace icon from the menu bar
- B. Select the Imports/Exports link from the Data Imports/Exports drop-down menu
- C. The Customer Contacts task is used to import both Contacts and Workers
- D. If using a pre-configured import file template, proceed to point “F” below
- E. To create a template from existing data, export users file
- 1. Select the Export link from the Customer Contacts task on the Imports/Exports page
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- a. Select the import/export template (titled similar to “contact_worker_import”)
- b. Select the Export link
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- i. Open the downloaded CSV file to use as a template for importing new records
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- ✱ Delete the following items from the file
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- ❅ c_key column (first column on left)
- ❅ All columns containing no data or data that will not be changed
- ❅ All records (rows) containing data that will not be changed
- ✱ The REQUIRED columns when uploading CONTACTS are a_id and username
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- ❅ Other columns are user-optional to add data to the user records
- ✱ DELETE the below columns from the template when uploading only CONTACTS; apply to WORKERS only
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- ❅ accounts_vir
- ❅ authorized_rep_codes
- ❅ user_rights_vir
- ❅ accounts_query-type
- F. Import users (Contacts and/or Workers)
- 1. Select the Import link on Customer Contacts task on the Imports/Exports display
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- a. On Upload Information page
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- i. Accept defaults for Action and Key/Lookup Value
- ii. Use Choose File button to select your saved CSV file
- iii. Select Proceed
- b. When first validation completes, verify column mappings
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- i. Every column must map to a valid field in the database
- ii. Any field displaying “Ignore Column” indicates an invalid column heading in your file
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- ✱ Delete the following items from the file
- c. If existing records are to be changed by the upload, check the “Replace Existing Data” boxes
- d. Select the Upload button
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- i. Import Information will display results after upload completes
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- ✱ Records added
- ✱ Records changed
- ii. Any field displaying “Ignore Column” indicates an invalid column heading in your file
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- ✱ Complete import of records with errors
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- ❅ Delete records that were successfully imported
- ❅ Correct errors logged on failed records
- ❅ Save the file and repeat process beginning at step F(1)