Accounts Page Import Tab

The Import Tab opens to the Import Accounts Page, where new account information can be imported using a Comma Separated Value (CSV UTF-8) document for both new and existing accounts.

Only individuals with an Admin module level access will see the Import Tab.

When downloading the template for Account information, all possible fields in the KAStrack system will show as column headers. Leave cells blank if the information isn’t relevant to your organization’s requirements.

Instructions associated with the bulk importation of user information can be found in the How To: Bulk Import Several New Accounts. WIKI LINK HOW TO: BULK IMPORT SEVERAL NEW ACCOUNTS

The Import Tab can also be used to update existing account information.

The KAStrack-generated unique user ID is a required column in the CSV file if editing an existing account. This can be found in the URL at the top of your browser when viewing a user’s Account Info page, or by doing an account export.

WIKI LINK HOW TO: EXPORT USER ACCOUNTS