Data Import

Importing person data and/or photos can be accomplished by following the steps below.

Steps 1 and 2 only need to be completed once, unless on subsequent imports the import data file’s column header or photo naming convention has changed.

Step 1 -

Data Management > Integrations > File Import > Create New Configuration

Step 2 -

Data Management > Integrations > Mapping > Create New Data Map

Step 3 - Upload an import.csv, or in the case of photos - a zip file containing an import.csv and photos

Data Management > Integrations > File Import > Actions > Upload

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