This article will show you how to import Staff and Departments into the Staff Directory. You can use the import tool to easily add items.
Format Rules
You must first create an Excel file with your items.
You can view a Template with these fields as a Resource attached to this article.
Note:
The CSV template has two separate spreadsheets: Departments and Staff. To update Department or Staff information, use the correct spreadsheet. The Departments spreadsheet creates departments inside the module. The Staff spreadsheet creates the users and staff. If you update your CSV file correctly, you can import the entries without errors.
Required fields on the Excel file include:
Name
Address 1
Address 2
City
State
ZIP Code
Mail Address 1
Mail Address 2
Mail City
Mail State
Mail Zipcode
Phone
Emergency Phone
Fax
Email
Show Email as
Link
Link Text
Brief Description
Hidden
Show Archive
Category
Sub-Category
If you leave a field blank, enter a space in the field and move on.
Who can use this feature?
System Administrator | Owner | Publisher
Instructions
Navigate to Modules and, on the Content tab, select Staff Directory:
Click the Import Staff button:
Click the Choose File button:
Locate and Open your file:
Review the Yes and No questions:
First Line Contains Field Names: Tells the importer whether to ignore the first line or treat it as actual content
Override All Duplicate Entries: Saves over any duplicate entries, using the changes from the import
Automatically Publish All Imported Data: Saves and publishes all imported data. If set to No, the data is only saved, not published. It will then need to be published manually
Click the Upload File button:
A pop-up will display a summary of Successful and Unsuccessful items. Click OK to exit
