6.2.10 Import Person Informaon
You can enter the informaon of mulple persons in a predened template (a CSV le) to import
the
informaon to the client in a batch.
Steps
1.
Enter the Person module.
2.
Select an added organizaon in the list, or click Add in the upper-le corner to add an
organizaon and then select it.
3.
Click Import to open the Import panel.
4.
Select Person Informaon as the imporng mode.
5.
Click Download Template for
Imporng Person to download the template.
6.
Enter the person informaon in the downloaded template.
Note
●
If the person has mulple cards, separate the card No. with semicolon.
●
Items with asterisk are required.
●
By default, the Hire Date is the current date.
7.
Click to select the CSV le with person informaon.
8.
Click Import to start imporng.
Note
●
If a person No. already exists in the client's database, delete the exisng informaon before
imporng.
●
You can import informaon of no more than 10,000 persons.
6.2.11 Export Person Informaon
You can export the added persons' informaon to local PC as a CSV le.
Before You Start
Make sure you have added persons to an
organizaon.
Steps
1.
Enter the Person module.
2.
Oponal: Select an organizaon in the list.
Note
All persons' informaon will be exported if you do not select any organizaon.
3.
Click Export to open the Export panel and check Person Informaon as the content to export.
4.
Check desired items to export.
5.
Click Export to save the exported CSV
le in your PC.
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