The File menu bar opens the File List feature at the center of your screen. Use the File List feature to import persons into OpenEMPI from a Comma Separated Values (.csv) file.
Importing Persons
Importing a file list is a multi-step process that involves uploading the .csv file, adding the list to OpenEMPI User File Management system, and starting the import process.
To import persons
- Log in to OpenEMPI and select File > File List. The User File Management system opens.
- Enter a Name for the file in the space provided.
- Click the Browse button and locate the .csv file that contains the persons you want to import into OpenEMPI.
- Click the Upload button. The file is displayed in the list, as shown in the following image:
- You can now import the file. Select the check box for the file you want to import.
- Click Import. The Configure File Loader dialog box opens to allow you to choose the file loader.
- Choose a file loader based on the configuration of file load properties:
- concurrentDataLoader -
- flexibleDataLoader -
- nominalsetDataLoader -
- Optionally, select the Skip Header Line option to skip the first line in the import file because it is a header.
- Optionally, select the Is Import option to import the person data to the database without linking the persons by an algorithm that is based on the matching configuration.
- Click the Import button on the Configure File Loader dialog box to start the import process. After the process is finished, a success message is displayed. The number of rows processed and imported is displayed for the file.