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Import

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The Import user page can be accessed through the navigation panel on the left side of the

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page (under the Users heading), from the drop-down list there is the Import section. The Import function is used to import and update user data from an Excel file.

To import

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data from an Excel file, you need to check and make the following steps:

  1. The Excel file shall consist of both the

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    and email field (if
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    is used for the user instance), values need to be correct for each
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    .

  2. Other columns are not mandatory to have in the Excel file, but any field to be updated or imported should have a column name that matches the name of this field in the

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    records in the database. Overwise, new values with new field names will enrich existing user records in the database or make a mess in the reports.

  3. Make sure that you have the right format in the Excel file

  4. Select and upload the Excel file to the system

  5. Analyze the Excel file (data)

The Analyze function performs a quick analyze on the

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data in the Excel file, whereafter the import and update operation is done.

If there are any errors in the import phase, check the excel file:

  • All problems (if any) reported after the analyze action is done. The problems should be solved within the excel file for the admin to proceed with the import.

When the problems have been solved, the admin can click import.

  • The import operation updates existing records and imports new records from the uploaded excel file.

  • The import operation can block and unblock existing

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    , if an excel file for import operation contains also the blocked field with 0 value (to unblock) or with "1" value (to block) in user’s row. The user’s row with empty blocked filed in excel file for import will not change
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    status (active, blocked).

  • After import ends, the system shows import statistics. Admin should check for any errors.