- Topics Covered
- Importing Excel into Who's Where
- Target Users
- Required Permissions
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!
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
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:
2.) Once the Excel (.csv) file is saved to your OneDrive, go to the Who's Where application
3.) On the Check-In screen, click on "Bulk Import"
4.) On the Import Interface, under Step 1: Select Data Source, ensure you have the tab titled "Import from OneDrive (.csv)" selected
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
Example: in sub-folder of root on OneDrive
Note: use a backslash \ to separate the folder from the file name
6.) Go to Step 2: Convert data to Status Records and click the "Convert Button"
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.
8.) Once you have verified all the data is converted properly, you can upload the converted records to Who's Where
After you click the "Upload" button, you will see a text that lets you know the progress of your import
When the upload is complete, a banner will be displayed
Congratulations, you have imported records into Who's Where using an Excel File (.csv) saved on OneDrive!