Table of Contents
- Team Member Import Template
- Team Member Import Specifications
- Understanding Import History
- Understanding Validation Processing Errors
- Understanding Validation Results
- Understanding Import Report
How to Perform a Team Member Bulk Import
Performing a Team Member Bulk Import will enable you to import up to 500 Team Members into your Admin Portal. Do not use the import tool to edit existing data in the Portal, your import will only add new records.
3. Select "Team Member" import from the drop down menu.
4. Click on Download Template, to download the Team Member Import Template.
5. Complete the import template using the pre-filled headers, do not add any additional headers.
6. Use the Import Specifications page to find the valid values for each field type.
7. Be sure to save your template as TeamMember_FileName.
The "TeamMember_ " prefix followed by your selected file name is used for import Validation.
Save your file as a CSV, no other import file types are currently supported.
Max file size for your Team Member Import is 4MB.
8. Upload your CSV file by selecting the Green Arrow, or drag and drop your file.
Your file will automatically validate.
Review any Validation or Processing Errors prior to starting your import by downloading Validation Results.
Click on "Start Import" to begin the import.
Your import will not begin until you select the Start Import option.
9. View your "Import History" to find the status of your import, any errors that occurred, and to download your import report.
A green check under the "Action" Column confirms a successful import.
Understanding Validation and Processing Errors
Your import will not begin until you click the "Start Import" button after your file is loaded.
Be sure to review the Validation Errors and Processing Errors columns to see if your file had any errors.
Validation Errors consist of:
1. Too. many records on the file (Max 499 records per import).
2. Email address already used in the Portal.
3. SSO Identifier already used.
4. Username already used.
5. Character limits exceeded for any fields.
6. Not using a (;) to separate locations or location groups if importing multiple for any record.
Processing Errors consist of:
System time outs or file did not process successfully.
Re-upload the file and try again.
Understanding Validation Results
Download the Validation Results file to view which records in your template failed validation.
Update those specific records and then upload the updated file.
When you click "Start Import" only records that have no validation errors will import successfully.
There is not a way to rollback or cancel an import after it has began.
Understanding Import Report
Download and review the Import Report after your import is complete.
An "Import Complete" status message will appear next to every record that has successfully imported.
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