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Warning

This documentation applies to version 23.02.03.xx or later, which is scheduled to be released in February 2023.


Info

This process allows you to import/update 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 the large button in the center of the screen, and select a CSV file from your computer.  
    Image Removed
    Here's a sample Image Added

    1. Sample CSV file:

      Code Block
      email,id
tsmith@foo.edu,L1234
ajones@foo.edu,L2345
mwilson@foo.edu,L3456
njackson@foo.edu,L4567
    Check the box next to "Has header row?

    2. Allowed fields
      1. email: The cardholder's email address
      2. identifier: The cardholders ID Number in your system
      3. cardholderGroupName: (optional) the cardholder group that defines which email communication this cardholder will receive. Must exactly match the name of the desired cardholder group.
      4. supportingDocumentsRequired: (optional) determines if this cardholder is required to submit supporting documents (i.e. driver's license)
        1. Options: true or false
        2. Default: true
      5. managerEmail: (optional) the manager who is allowed to approve or deny this cardholder's photo. If no manager exists with that email address, the manager will be created.
      6. sendInvitation: (optional) determines if the cardholder should be sent the Welcome Email. 
        1. Options: true or false
        2. Default: true
      7. action: (optional) determine what action should be taken for this cardholder
        1. Options: CREATE or CREATE_OR_UPDATE
        2. Default: user specified
  4. Select the cardholders to who the Welcome Email should be sent
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  5. Select the default action to execute for all rows that do not specify an action
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  6. 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 above example.  A   Otherwise, select No.  A header row is not required.
  7. Select the "Field" for each column of data.
    Click the import 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.
     NoteDo not navigate away from the import page during the import process or the import will be interrupted  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.
  8. Click the import button.
  9. A status page will appear that will display the result of the bulk import.
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