The Employee & Generic Import is located in the Files module and automates the process of importing employees and generics with Contact Forms, and updating existing user information. Users need the appropriate permissions in order to access the Employee & Generic Import.
Users can manually import employees and generics by downloading and completing CentralReach’s CSV template with the appropriate columns and headers. After uploading the file, the following fields are used to match information to existing accounts:
- External system ID
- Last name
- Primary email address
- Date of birth
- Office Locations
If information is found, an existing account is updated. If there is no match, a new account is created and activated. Please note, an active employee Contact Form will create active employees and incur monthly charges. Generic Contact Forms should be used to create generic profiles without incurring monthly charges.
The Import History contains the dates, times, rows imported and failed, and the status of each import (i.e., Successful, Error, Failed). Users can download the original file, if needed.
A detailed PDF user guide can also be downloaded from the Employee & Generic Import screen.
After creating a new employee or generic account or updating an existing account, that information is contained within the organization and user account’s activity.