People - Import

• The Import function (also referred to as the Operator Import tool) allows you to import a group of users from a .CSV file.  User types may include software users, equipment operators, or email recipients, for example. Click on the “Import” button to begin the process of importing users.

• A user import page will open.

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• To see a sample Operator Import File, demonstrating how your .CSV file should be formatted and what information should be included, click on the “Sample Operator Import File” link in the upper left of the screen. This file can be used as a template for your user list.

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• Choose a location on your computer to save the file.

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• Next, browse to the file location and open it.

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• Input user information into the template file and save it.  Be sure to save as a .CSV file.
• When your file is ready to upload, click on the “Choose File” button.

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• Browse to the location of your file and select it, then click “Open.”

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• The name of the file you chose will now be displayed next to the “Choose File” button.

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• Under “DATA CONTENT RULES,” choose how you wish to handle users who are already in the system.  You can either update the existing user with the information contained in the import file, or you can have the system create a new, unique user with a different name (for example, by adding an underscore and a numerical value next to the original name).

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• Click on the “Next” button in the lower right to proceed to the next step in the process.
• The next screen is for mapping user fields to the columns in your import file.  Follow the onscreen instructions to ensure that each field is mapped to the correct column in the file you chose to upload.  Make sure that all required fields, notated by an asterisk, are matched to corresponding columns in your data file.  Note that if you used the template file from the previous screen, you should not have to make any adjustments to the mapping.

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• When you have verified that user fields are mapped to the correct columns, click on “Next” at the bottom of the screen to proceed to the next step.
• The data in your file will now be evaluated.  A summary of the evaluation will appear on the next screen.

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• If there are any errors in your data file, they will be displayed in the summary. To the left of each error, hover over the “Details” link to see a description of the problem with that data row.

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• To correct errors, make changes to your data file, then select the “Previous” button at the bottom to back up to the previous screen.  You will need to do this twice to return to the file upload screen.
• If the summary evaluation of your data indicates that the data can be imported, click on the “Import” button at the bottom of the screen.  A confirmation window will open.  Select “OK” if you wish to proceed.

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• The screen will next display a summary of the upload.  Click “Done” to return to the first Import screen.

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• To return to the main People screen, use the breadcrumb link at the top of the screen.

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