RCM:Importing employees from CSV file

From RCMWiki

You can upload employee details as a batch by importing a CSV file (comma-separated values) containing employee details. This way you don’t have to fill out the employee form for each single employee.

Preparing CSV file

To prepare CSV file, perform the following steps:

1. Create at least one employee manually (see Adding new employee).

2. Click on Employees link in the navigation menu.

3. Click Export to CSV link at the top to save a CSV file containing employees.

4. Use your favourite editor (e.g. Microsoft Excel, OpenOffice Calc, etc.) to open the exported CSV file and add necessary records to the. You can use this file as a template if you want to match records between RCM and your existing database.

5. Save the file in CSV format.

Note The resulted CSV should contain the following fields: First name, Last name, Title, Departments, Activity , Mobile number, Office number, Fax number, E-mail, IMEI, IMSI, Master code, Hide contact. The required fields marked as bold.

Importing employees from CSV file

Warning Before importing employees make sure that you've created all departments and activities mentioned in the CSV file. Otherwise import will fail. Also, be sure to delete matching records in RCM before importing the same from CSV, otherwise the operation will fail.

To import employee details from a CSV file:

1. Click on Employees link in the navigation menu.

2. Click Import from CSV link in the action bar at the top.

3. Enter the path to the CSV file or click Browse button and point to the folder where this file resides.

4. Click Upload.

5. The next page will display a table containing details defined in your CSV-file. Review the details and press Confirm.

Note Only first 50 employees will be shown from the file (for validation purposes).

See also:

• CSV (Comma Separated Values) file format
• Adding new employee manually