Data Import

Owned by Joe Large
Nov 12, 2024
1 min read

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 - File Import Configuration

Data Management > Integrations > File Import > Create New Configuration

Step 2 - Data Mapping

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