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.
- 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 the large button in the center of the screen, and select a CSV file from your computer.
Here's a sample CSV file: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?" 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 not required.- Select the "Field" for each column of data.
Click the import button.
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.
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.