Page Comparison

...

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 the large button in the center of the screen, and select a CSV file from your computer.  
   Image Removed

4. Sample CSV file:

   Code Block
   email,id tsmith@foo.edu,L1234 ajones@foo.edu,L2345 mwilson@foo.edu,L3456 njackson@foo.edu,L4567

Allowed fields:

5. email: The cardholder's email address

6. identifier: The cardholders ID Number in your system

7. cardholderGroupName: (optional) the cardholder group that defines which email communication this cardholder will receive. Must exactly match the name of the desired cardholder group.

8. additionalPhotoRequired: (optional) determines if this cardholder is required to submit supporting documents (i.e. driver's license)

   1. Options: true or false

   2. Default: true

9. managerEmail: (optional) the manager who is allowed to approve or deny this cardholder's photo. The manager will be created automatically if no manager exists with that email address.

10. sendInvitation: (optional) determines if the cardholder should be sent the Welcome Email. 

    1. Options: true or false

    2. Default: true

11. unsubscribe: (optional) unsubscribes the cardholder from non-transactional emails, i.e. Welcome Emails

    1. Options: true or false

    2. Default: false

12. enabled: (optional) determines if the user can access the application. 

    1. Options: true or false

    2. Default: true

action: (optional) determines what action should be taken for this cardholder

13. Options: CREATE or CREATE_OR_UPDATE

Default: user-specified

(See CSV Format)
Image Added

14. Select the cardholders to who the Welcome Email should be sent
    

    

15. Select the default action to execute for all rows that do not specify an action
    

    

16. Select Yes for "Has header row" if the CSV file has a header row, i.e. the "email,id" row in the first line of the above example.  Otherwise, select No.  A header row is not required.
    

    

17. The Advanced options should only be used in very specific use cases. Contact Support if you have questions.

18. Select the "Field" for each column of data.  If the CSV has a header row, the application will attempt to map the fields for you; if so, make sure all mappings are correct.

19. Click the import button.

20. A status page will appear that will display the result of the bulk import.

...