Import staff

From RPM Wiki

New and update

The staff import can be used to make new staff users and update existing staff users at the same time. If the user specified exists then it will be updated. If it can't be found it will be created.

• Tip: Start with our empty Excel file (http://rpmsoftware.com/download/Import_Staff.xls) that has the required column headers.

Columns

• Columns A - K must be in the file.
• Columns A, D, and E must be filled in. The other columns can be left empty.
• Columns L and after are optional and are used for custom agency fields in any order. The column header must match the field name exactly.

A	Role	Staff user role	Required
B	Logon	"Enabled" or "Disabled"
C	Salutation
D	First Name		Required
E	Last Name		Required
F	Title
G	Email
H	Business Phone	Phone number
I	Home Phone	Phone number
J	Fax Phone	Phone number
K	Other Phone	Phone number
L+	{CUSTOM FIELD}	A custom field

• This page was last modified 16:01, 31 May 2011.
• This page has been accessed 104 times.

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