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8.2.10 Import Person Informaon

You can enter the informaon of mulple persons in a predened template (a CSV le) to import

the

informaon to the client in a batch.

Steps

1. Enter the Person module.

2. Select an added

organizaon in the list, or click Add in the upper-le corner to add an

organizaon and then select it.

3. Click Import to open the Import panel.

4. Select Person

Informaon as the imporng mode.

5. Click Download Template for Imporng Person to download the template.

6. Enter the person

informaon in the downloaded template.

Note

• If the person has

mulple 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 le with person informaon.

8. Click Import to start imporng.

Note

• If a person No. already exists in the client's database, delete the

exisng informaon before

imporng.

• You can import informaon of no more than 10,000 persons.

8.2.11 Export Person Informaon

You can export the added persons' informaon to local PC as a CSV le.

Before You Start

Make sure you have added persons to an organizaon.

Steps

1. Enter the Person module.

Oponal: Select an organizaon in the list.

Note

All persons' informaon will be exported if you do not select any organizaon.

3. Click Export to open the Export panel and check Person Informaon as the content to export.

4. Check desired items to export.

5. Click Export to save the exported CSV

le in your PC.

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