Directory Import

Directory Import

Name: OpenEMIS Core
Article Name: Directory Import
Category/Module: Administration, Directory
Tags: Directory
Date Updated: 4 May 2018

 

Purpose:

This Directory Import feature allows Admin user to import users in a bulk.

Import users 

Step 1: Go to Directory > Import

Step 2: Download Template

Step 3: Fill in the necessary information

Things To Note
1) These fields are mandatory to fill in:
• 
First Name
• 
Last Name
• 
Gender Code
• 
Date Of Birth
• 
Account Type Code
2 Look at the references tab if you are unsure of the values in the dropdown list 


Step 4: Upload and import the template

Successful Import 

Import will be successful if mandatory fields are filled in and records are correct.

An OpenEMIS Number will be generated for every user in the successful records.

Failed Import 

If the file fails to import, the tool tip will indicate the error message.


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