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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 two pieces of information from each visitor or patient: First Name and Last Name. 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.

Required

1. UserName – The username is only important for the staff who plan to log into the Savance EIOBoard web portal to run reports, manage users, or manage the organization settings. It should be a full email address or something globally unique. For example, TSmith is not a valid username since we require 8 characters. JohnSmith is a bad username too since it's not likely to be globally unique. This is the unique identifier for the account. If an account already exists for a username, it will attempt to update that account instead of creating a new one.
   
   
2. First Name, Last Name - First and Lase Name of the User
   
   
3.  Password – Supplied to any user with a valid username to log into the Savance EIOBoard web portal for the same purposes. A default password is required to be set with the import only for Sta
   
   

Optional:

1. EmailAddress – Used by EIOBoard to reset the password of any staff member. If don't want an unique/usable email for every user, this can be a generic email address within the organization or an undeliverable address to be decided later "noreply@nodomain.io"
2. UserID – UserID or Badge imprint for identifying staff members at the kiosk badge readers. It's just enough information to be unique to anyone within an organization. We cannot assign more than one Badge number to a staff member. An access control system integration would allow us to associate many badges with one staff member.


3. UserPIN – MFA for the kiosk. If enabled, one supplies the User's PIN after scanning a badge to authenticate.

Other Import Settings/Notes

1. Set Status on Import: During import set status to Out –
   It's best to import to the Out status. As people leave for the day or we sign everyone Out at midnight, it makes the most sense to start there too. Until they screen, they remain in the Out status.
   To "Sign Out all users at midnight," see the Administrator panel > Global Settings >   "Sign Out All Users at Midnight"
   
   
2. The Savance EIOBoard web portal allows a maximum of 250 users per import file.
3. 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.

 

Visitors Options

1. Preregistered: Adds the Visitors as Preregistered. Note that the Preregistered Start and End Date currently need to be in UTC on the import spreadsheet
2. AlwaysAddNew: Always adds the Visitor as a new visitor, instead of updating an existing visitor if there is a matching one.

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.

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.

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.

Additional Resources:

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) 

Help Guides: https://www.eioboard.com/Helpful-Guides-and-Pages.aspx

Support: https://support.savance.com/?eioboard