The system provides organisations with the ability to import large amounts of data in bulk, using CSV files. For instance, you can gather data on your customers, place this data in a CSV file under specific headings, and then upload the file. The system will then process the data overnight.
What steps do I need to follow to import people data in bulk?
1. Go into Community > People, and click on
A pop-up will appear on the screen, with the option to "Import people". Click on it.
2. You will be taken to the following screen. This is where you can upload CSV files, and view the results. You will first need to get a copy of the CSV file template needed.
Click on to save the template file to your computer.
3. The template file should look similar to the following. There are multiple fields to fill out, which are explained in further detail below.
The title of the person. This is a free text field.
- Required = No
- Format = Text (limited to 5 characters)
- Example = Mr.
The first name of the person.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = Mark
The last name of the person.
- Required = Yes
- Format = Text (limited to 50 characters)
- Example = Eves
The mobile phone number of the person.
- Required = No
- Format = Number
- Example = 07507844133
The username of the person. This is used when the person does not have an email address. If an email address is unavailable, a username is required.
- Required = If no email address present
- Format = Text (limited to 50 characters)
- Example = markeves
The email address of the person. This is used to allow the person to log in to the platform. If an email address is unavailable, a username is required.
- Required = Yes, otherwise configure a username
- Format = Text (limited to 50 characters)
- Example = [email protected]
The home phone number of the person.
- Required = No
- Format = Number
- Example = 07714335630
Whether this person is an admin user or a customer. Use 2 for a customer, and 1 for an admin user.
- Required = Yes
- Format = Number (1 or 2)
- Example = 2
Users can have further role options that allow you to specify what actions the user can carry out. This field is only used when the role is 1. You will need to use the specific code of the role.
- Required = Yes, if an admin user
- Format = Text (limited to 50 characters)
- Example = Sys_Admin
The unique property reference number of the person's address, 12 digits in length.
- Required = No
- Format = Number
- Example = 100123456789
The date of birth of the person.
- Required = No
- Format = Number
- Example = 01/09/1990
The code for the customer type.
- Required = No
- Format = Text (limited to 30 characters)
- Example = Councilor
The tax code for the person.
- Required = No
- Format = Text (limited to 30 characters)
- Example = 1250L
The gender of the person. Options are male, female, and prefer not to say.
- Required = No
- Format = Text (limited to 30 characters)
- Example = Male
Once a person is added, you can opt for the platform to email them. This will inform them of their account creation, and will ask them to set their password.
- Required = No
- Format = Text (Yes or No)
- Example = Yes
4. Insert all the details required, and save the changes you have made to the template file. Under "Import comma separated file", upload the CSV file you have configured.
Click on
5. The data will be implemented onto your system overnight. You can return to this page to check the results of the file upload.
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