Import Personnel and Badges

This section describes how to import and/or update personnel records using a Comma Separated Value (CSV) file and the CSV Import Wizard within Entré. To import personnel and badges with the CSV Import Wizard, complete the following steps.

1. Go to Configuration > System Configuration > Personnel.

2. Select Use CSV personnel import wizard, then press Save.

3. Restart Entré.

4. Go to Management > Personnel.

5. Go to Add > CSV Import Wizard.

6. Select Browse. If the CSV file has a header row, ensure File has a header row is selected. Open the CSV file, then press Next.

7. To import data from specific CSV fields into corresponding columns from the Entré database, select a field in Import as and assign it to the correct column. The following columns are required: Last name, First name, and Personnel ID. To exclude columns, select Do Not Import.

8. To import photos, ensure files are in .jpg format. The location of the photo must be a fully qualified path such as C:\Pictures\JohnSmith01.jpg.

9. To import multiple badges per personnel record, the name field must match for each badge being imported. For example, if “John Smith” has two badges, his name is listed twice, once for each badge.

10. Press Next. The first 500 records will be organized into the following sections: New Records, Updated Records, and Invalid Records. To remove a personnel record from the import, clear the checkbox next to the personnel record. To fix invalid records in an editor before attempting to import them, go to Invalid Records and select Export.

11. Press Finish.