6.2.10 Import Person Information
You can enter the information of multiple persons in a predefined template (a CSV file) to import
the information to the client in a batch.
Steps
1. Enter the Person module.
2. Select an added organization in the list, or click Add in the upper-left corner to add an
organization and then select it.
3. Click Import to open the Import panel.
4. Select Person Information as the importing mode.
5. Click Download Template for Importing Person to download the template.
6. Enter the person information in the downloaded template.
Note
●
If the person has multiple cards, separate the card No. with semicolon.
●
Items with asterisk are required.
●
By default, the Hire Date is the current date.
7. Click to select the CSV file with person information.
8. Click Import to start importing.
Note
●
If a person No. already exists in the client's database, delete the existing information before
importing.
●
You can import information of no more than 10,000 persons.
6.2.11 Export Person Information
You can export the added persons' information to local PC as a CSV file.
Before You Start
Make sure you have added persons to an organization.
Steps
1. Enter the Person module.
2. Optional: Select an organization in the list.
Note
All persons' information will be exported if you do not select any organization.
3. Click Export to open the Export panel and check Person Information as the content to export.
4. Check desired items to export.
5. Click Export to save the exported CSV file in your PC.
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