Versions Compared

Version Old Version 2 New Version 3
Changes made by

Tony Erskine

Tony Erskine

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This process allows you to import many cardholders from a CSV file. Before starting this process, you should create a CSV file (presumably by exporting from Banner, PeopleSoft, etc). Here's an example CSV file.

 

  1. On the CloudCard Admin homepage, click on the "People" button, which takes you to the Person Search page.
  2. On the Person Search page, click on "Bulk Import" at the top.

  3. Click on "Choose File," 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

  4. Click "Upload" at the bottom left of the screen.

  5. On the Map CSV Fields page, check the box next to "Has header row?" if the CSV file has a header row, i.e. the "email,id" row in the first line of above example.  A header row is now required.
  6. Select the "Field" for each column of data.
  7. Click "" at the bottom left of the screen.  Note: the import process can take several minutes.
  8. A status page will appear that will display the current status of the bulk import.
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.