Name: OpenEMIS Core
Article Name: Directory Import
Category/Module: Administration, Directory
Tags: Directory
Date Updated: 4 May 2018
Article Name: Directory Import
Category/Module: Administration, Directory
Tags: Directory
Date Updated: 4 May 2018
Purpose:
This Directory Import feature allows Admin user to import users in a bulk.
Import users
Step 1: Go to Directory > Import
Step 2: Download Template
Step 3: Fill in the necessary information
Things To Note
1) These fields are mandatory to fill in:
• First Name
• Last Name
• Gender Code
• Date Of Birth
• Account Type Code
2 Look at the references tab if you are unsure of the values in the dropdown list
Step 4: Upload and import the template
Successful Import
Import will be successful if mandatory fields are filled in and records are correct.
An OpenEMIS Number will be generated for every user in the successful records.
Failed Import
If the file fails to import, the tool tip will indicate the error message.
