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Import New Records into a Staff Directory App

Import New Records into a Staff Directory App By: Michael Kuzniar

Using the new page experience? Check out how to use this app in the new experience.

Here's how you import new records into a Staff app.

  1. In Site Manager, navigate to the page containing the app to which you wish to import staff records.
  2. Click Actions to the right of the page and select Edit Page from the drop-down list. The page opens in Edit mode.
  3. Click on the app that you wish to edit. The Edit window displays.
  4. Click Import. The Import wizard launches and displays Step 1: Select your file.
  5. Click Browse and locate your Staff Directory app import CSV file.
  6. Click Next. Step 2: Match field mappings of the import wizard displays. Map each field that you wish to include in the import by clicking the ignore drop-down and match the field to the column name within the CSV file.
  7. Click Next. Step 3: Review your Import of the Import Wizard displays. Here you review your import data and ensure that you mapped the import CSV file correctly.

    Note the Action column which indicates if the staff record is a New one or if it is an Update. Note also the Exception column. The wizard checks your records for irregularities and displays what it finds, one exception per record at a time in this column. Note that if you run the import, records with exceptions are not imported. An example exception you may see is Active must be TRUE or FALSE.
  8. Click Import. Staff records are imported and you are returned to the app in Edit mode.