Adding and Importing People – Import Spreadsheet
Import people from a spreadsheet or CSV. We’ll use your spreadsheet to map to the appropriate GideonSoft fields. You can download our template as well.
- Choose category … If in-processing categories are available*, they will be displayed in the dropdown as well as ‘Any User’. ‘Any User’ will use the default settings and fields to add the person to any Role. After selecting a category, the appropriate grid will be displayed below.
- Upload file … After choosing the category, you can drag/drop a file or click the box to select the file to import (CSV or Excel).
- Click here to download a template for importing people (Optional) … This provides a CSV file with 8 columns you can use to fill out and then upload.
- If a custom spreadsheet was added to the category, it will be available to download from this page. Otherwise the generic in-processing CSV will be available.
- Map Columns …
- If the format of the spreadsheet is “known” and already mapped, a preview screen will appear and the user will be able to see the data before importing and even choose which rows to import.
- If the format is not known, the user will have to map the fields. GideonSoft will try it’s best to guess the field type, but the user can provide the correct mapping before continuing. It’ll be saved for future use.
- Click ‘Save & Continue’ when done.
- Import Results … The resulting list of everyone found in the uploaded file will be displayed. By default, every record is selected. Verify the list and click the Add button.
When complete, the Review button will be activated with the number of people waiting to be reviewed.
* Contact your GideonSoft administrator about managing in-processing categories.
= = = = =
Version(s): GideonSoft 2024 Release 3 or later