User Guide for Custom Import

• Related Articles

• About Custom import

  The Custom Imports plugin helps institutions import employee, student, and intuitional data into the portal using a comma-separated value (CSV) formatted file. The Custom Imports plugin will help save time by alleviating manual data entry tasks, and ...

• Custom import mandatory fields

  For a successful custom import, the data in your custom import file must be formatted correctly and must match data in the portal when necessary. The following tables list all mandatory fields for each data type. Employee admission details Mandatory ...

• How can I perform custom import?

  At the top of your dashboard, click the module access icon > Data and Reports > Custom Imports to open the All Exports page. In the top right, click the New button. In the Name field, enter the name of the custom import. In the Model field, select ...

• How can I delete an export in custom import?

  At the top of your dashboard, click the module access icon > Data and Reports > Custom Imports to open the All Exports page. Click Delete to perform the deletion of export in custom import..     For more clarification, please watch this.

• How can I view the custom import logs?

  Maintaining a log of the files imported into the portal is always useful. The All Exports page will let you know when a custom import was performed and whether the records were properly imported or not. At the top of your dashboard, click the module ...