Back to Maintenance Manager for Education Main Menu

Manage Imports

The Manage Imports feature allows an Administrator to upload, review, and process data into the system.

To import a Job

1. Go to the Settings > Manage Imports.

2. Click the button at the upper right corner of the page.

3. From the Domain list, select the type of data to import (for example, Users, Locations, or Assets)    
   

4. Click Download Users Template button to download the MS Excel sheet and fill the data into it.
   

5. To understand required and optional fields:

   • In the Fill in your data section, open the Field guide list.

     

6. Open the downloaded template and enter the data based on the Field Guide list.
   

7. Choose or drag the excel template file to upload.
   

8. Review the field mapping, and then select Confirm mapping.

   NOTE  ALL Required fields must be completed.

   

9. If mapping is incorrect, it will show error in mapping.

   • Click Download Error Report to review the issues.

   • Update the data and upload it again.

10. After resolving any errors, click Continue with Import.
    

11. The system processes the data and adds it to the selected domain.