Steps
1.
Enter the Person module.
2.
Select an added organizaon in the list, or click Add in the upper-le corner to add an
organizaon and then select it.
3.
Click Import to open the Import panel.
4.
Select Person Informaon as the imporng mode.
5.
Click Download Template for Imporng Person to download the template.
6.
Enter the person informaon in the downloaded template.
Note
●
If the person has mulple 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/Excel le with person informaon from local PC.
8.
Click Import to start
imporng.
Note
●
If a person No. already exists in the client's database, delete the exisng informaon before
imporng.
●
You can import informaon of no more than 2,000 persons.
Export Person Informaon
You can export the added persons' informaon to local PC as a CSV/Excel le.
Before You Start
●
Make sure you have added persons to an organizaon.
●
Make sure you have enabled the Export Person Informaon funcon to display the Export
buon. See for details.
Steps
1.
Enter the Person module.
2.
Oponal: Select an organizaon in the list.
Note
All persons' informaon will be exported if you do not select any organizaon.
3.
Click Export.
4.
Enter the super user name and password for vericaon.
The Export panel is displayed.
5.
Check Person Informaon as the content to export.
6.
Check desired items to export.
7.
Click Export to save the exported
le in CSV/Excel le on your PC.
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