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- On the CloudCard Admin homepage, click on the "People" button, which takes you to the Person Search page.
- On the Person Search page, click on "Bulk Import" at the top.
Click on "Choose File," the large button in the center of the screen, and select a CSV file from your computer. Here's a sample file:
Code Block email,id tsmith@foo.edu,L1234 ajones@foo.edu,L2345 mwilson@foo.edu,L3456 njackson@foo.edu,L4567
Click "Upload" at the bottom left of the screen.
- On the Map CSV Fields page, check the
Check the box next to "Has header row?" if the CSV file has a header row, i.e. the "
nowemail,id"
row in the first line of above example. A header row isnot required.
- Select the "Field" for each column of data.
Click
"" atthe
bottom left of the screen. Note: the import process can take several minutes.A status page will appear that will display the current status of the bulk importimport button.
Info The import process can take several minutes or longer. Please allow 1 minute for every 50 cardholders. For example, 500 cardholders would take about 10 minutes to import.
Note Do not navigate away from the import page during the import process or the import will be interrupted.
- A status page will appear that will display the result of the bulk import.