Importing Operators

Operators can be imported from a .csv or .xls file, or from an existing organization. The following is an example of a .csv or .xls file import:

• Operators are added to the Operator list or Group specified if the Login ID, Last Name, and First Name fields are specified and the Login ID does not already exist. If any row fails to import, the import will continue with the next row.
• The check for Login ID duplication is not case sensitive (that is, the system will not create JSmith1 if jsmith1 already exists).
• You must create groups in the user interface before you import operators.
  • If the Group does not exist the operator is not imported and the row fails.
  • If no Group is specified in the .csv file, the operator is created and added to the Unassigned list.
  • Group is a match if it contains the same characters, regardless of case (that is, GroupA or groupa).
• Job Title is added for each job title in the file and depends on the number of characters. It is a match if it contains the same characters, regardless of case (for example, Foreman or foreman).

An Import report is created that includes the following:

• Any rows that did not import due to insufficient or duplicate data.
• The number of successful logins created.
• The groups that could not be found during the import.

To import operators from a .csv or .xls file:

1. In the Operators tab, select Import Operators from the Manage drop-down list.
2. Click From a File and then click Choose File.
3. Navigate to and select the required file and then click OK.
4. Click Import.
5. Click Done.