Import into Who's Where: Excel File on OneDrive Follow

There are 2 ways to import data into Who's Where, in this article we will be covering how to import using an Excel (.CSV) file saved on your OneDrive.

Note: This only works using a Comma Separated Value (.CSV) or file format!

Important Links:

Also see the article: Import into Who's Where: Copy/Paste from Excel

Excel File on OneDrive Import

1.) In the excel (.csv) template (see download link above), ensure all your data is completed and save it to your OneDrive

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You can save it on the root OneDrive folder or under a SubFolder like in the example screenshot below where its saved under a \WhosWhereImports\ folder:

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2.) Once the Excel (.csv) file is saved to your OneDrive, go to the Who's Where application

3.) In Who's Where, click on the "Import Bulk Status Data"

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4.) On the Import Interface, under Step 1: Select Data Source, ensure you have the tab titled "Import from OneDrive (.csv)" selected

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5.) Enter the file name, or if you have it on a sub-folder enter the folder and file name:

Example: on root of OneDrive

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Example: in sub-folder of root on OneDrive
Note: use a backslash \ to separate the folder from the file name

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 6.) Go to Step 2: Convert data to Status Records and click the "Convert Button"

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7.) After the conversion is complete, go to Step 3: Review Records for Correctness and review all the converted records to ensure they match the header types and the data is correctly converted.

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8.) Once you have verified all the data is converted properly, you can upload the converted records to Who's Where

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After you click the "Upload" button, you will see a text that lets you know the progress of your import

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When the upload is complete, a banner will be displayed

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Congratulations, you have imported records into Who's Where using an Excel File (.csv) saved on OneDrive!

 

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