Follow these simple steps to get started with importing your data.
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Starting Your First Import:
- To begin, navigate to the 'Admin' section and click on 'Settings'.
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Choosing the File for Import:
- You'll see a variety of file options available for import. In this case, we're focusing on importing staff details.
- If you haven't got the template yet, click on 'Download' to access and populate it with your data.
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Preparing the Data for Import:
- Once your template is ready and filled with data, it's time for the actual import. Click on 'Import' to start the import wizard.
- In the wizard, click 'Upload' and select the appropriate file. You'll see the file added to the queue.
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Validating Columns and Names:
- This step involves ensuring the data matches what the system requires.
- The items listed on the left are what the system needs, and the dropdowns show what's in your sheet. Make sure these pair up correctly.
- If there are any discrepancies or changes needed, make them at this point.
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Finalizing the Import:
- After validation, click 'Next'. Any errors will be displayed here.
- If there are no errors, simply click 'Submit' to complete your import.