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Standardized Exports and Imports

Exports and imports of records have been standardized across the system to provide a common interface. Exports have been added to most areas that contain records and the importing process improved where importing is supported.

Export Interface

The export interface has been improved to follow a standard 3-step process:

  1. Select which Columns will be exported

  2. Select any export specific Settings.

  3. Generate & Download the csv file.

Import Interface

The import interface has been improved to follow a standard 5-step process:

  1. Start

    • The required and optional columns are displayed along with some general infomration on the fields.

    • A template CSV file may be downloaded to assist with creating a file for importing.

  2. Upload Data

    • Select the CSV file to upload noting that the first row must be column names and the file must be saved with UTF-8 encoding to ensure special characters are handled properly.

    • The number of rows, columns, and auto-matched fields are displayed.

    • Admins can specify how duplicate records are detected when required.

  3. Assign Columns

    • Review and select all matching fields between the import CSV and the section being imported into.

  4. Map Values (when required)

    • Review all fields that map to specific values and select the corresponding data value to map to.

  5. Run Import

    • Complete the import. The number of new, updated, skipped, and failed updates will be displayed along with any errors encountered.