Web-Based User Import
Posted by Robert Joseph on 25 January 2019 03:41 PM
The User Import Wizard allows administrators to add relevant User information from a spreadsheet into EIOBoard. The spreadsheet (.XLSX format) needs identifiable headings to match standardized or custom fields. The spreadsheet must include three pieces of information from each visitor or patient: First Name, Last Name, and Date of Birth. The spreadsheet must include five pieces of information from each user or staff member: First Name, Last Name, Username, Password and email address.
Note: There is a limit of 250 users per import, so if you have more please use multiple sheets to import them.
Other Import Settings/Notes
You will find our User Import Wizard under the Admin gear.
The 'Users, Groups, and Security' section manages new and existing users.
Select 'Import Users' under 'Manage Company Users' of the Users page.
'Upload an Excel file for User Import' uploads the prepared spreadsheet from your computer. Click 'Upload.' Here you can also chose whether you are doing a User Import of Staff, Visitors, or Watchlist names.
Your prepared Excel sheet requires only those three pieces of information from each user. Secondly, verify you do not have any empty columns between imported columns. Delete empty columns or move any isolated columns of data to reduce the chance of errors during the import process. The first empty sheet column signals the end of the spreadsheet. We can ignore columns of information after the next step. Note: Empty rows are allowed, yet XLS file types and special characters are not supported.
On the left, we see a list of Source columns representing the Column Headers on your Import Spreadsheet. Those Column headers are arbitrary identifiers user-defined or exported from another application. On the right, the Destination Column represents the EIOBoard field name for each column. EIOBoard is highly customizable. Any field you want to create we can import data to it. The flexibility to match any column to another column under the category of “Contact Fields.”
After matching the columns in the import process, this template is stored for the next import. On the far right, decide on a first Status for the imported users in EIOBoard. This could be any custom status to organize users on their way into your system. Click Next to confirm these are the fields you intend to import.
'Overview and confirm import' shows the action performed on each row and the option to ignore additional rows. The example below shows an error because the entry holds an invalid entry for the DOB field. The error message reads: One or More Source Fields Contains Invalid Data for The Chosen Destination Field. These Fields Will Not Be Updated. Click Confirm to Continue or Cancel to Exit
Click 'Confirm' to see the 'Import Results' showing the quantifiable results of the import such as Added, Updated, Ignored, Errors, and Total. This concludes the User Import Wizard.
The option to click 'Return' takes you back to the Users section of the Administrator options.
Now, you can view all of your users on the standard view under the designated status. You will notice that each User has a Status Comment attached for your records "Status set by Import." You can clear this comment while you change the user's status.
EIOBoard-Hosted Web Getting Started Guide: https://www.eioboard.com/Downloads/HelpGuides/EIOBoard-Hosted-Web-Getting-Started-Guide-v8.pdf
Sample import excel sheet: https://www.eioboard.com/downloads/EIOBoardUserImport.xls (remember to change this file type to .xlsx)