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Update Staff Directory App Records

Update Staff Directory App Records By: Michael Kuzniar

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Use Import to update existing staff records in your Staff Directory app. Follow the same steps as you would to import new staff records with one exception - when preparing the CSV file, you must include a column for the System ID and then include the System ID value assigned to each staff member whose record you wish to update. We recommend that you Export your Staff Directory app records, modify the CSV file that the export creates and then Import that file to update the staff records. Be sure to map System ID, all Required fields and any fields that you wish to modify.

  1. In Site Manager, navigate to the workspace containing the Staff Directory App.
  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 Staff Directory App. The app opens.
  4. Click Export.
  5. Select Open from the dialog that displays.
  6. Make your changes to the exported CSV file. Make sure to keep the System ID values assigned to each school. Save the file.
  7. Click Import. The import wizard launches and displays Step 1: Select your file.
  8. Click Browse and locate your Staff Directory app import CSV file.
  9. 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. Remember to map the System ID
  10. Click Next. Step 3: Review your import of the import Wizard displays. Here you review your import data end and ensure that you mapped the import CSV file correctly.
    • Note the Action column which indicates if the school 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. Some exceptions you may see include Active must be TRUE or FALSE and Image Width must be numeric..
  11. Click Import. Staff records are updated and you are returned to the app in Edit mode.