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This documentation applies to version |
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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. |
On the CloudCard Admin homepage, click on the "People" button, which takes you to the Person Search page.
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On the Person Search page, click on "Bulk Import" at the top.
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Click on the large button in the center of the screen, and select a CSV file from your computer. (See CSV Format)
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email,id
tsmith@foo.edu,L1234
ajones@foo.edu,L2345
mwilson@foo.edu,L3456
njackson@foo.edu,L4567 |
Select the cardholders to who the Welcome Email should be sent
Select the default action to execute for all rows that do not specify an action
Select
Yesfor "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.
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Otherwise, select
No. A header row is not required.
The Advanced options should only be used in very specific use cases. Contact Support if you have questions.
Select the "Field" for each column of data.
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Click the import button.
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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. |
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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.
Click the import button.
A status page will appear that will display the result of the bulk import.