Import correlations (Import/Export All Tasks)
The 'Import Correlation' function allows you to import a large number of records simultaneously - for multiple tasks to be completed at once and the users who are to perform the task(s) (Task Users) and to add them to the locations where they can perform the task (Location Users) using one .csv file. This function is available in the 'All Tasks' view under the 'Import/Export' button.
Import template (Please Note: You cannot change the names of the template headers or their order/number.)
A .csv file will be downloaded, ready to be opened as a spreadsheet, e.g. Excel.
We complete the import template, individual columns mean:
- TaskID - The ID number of the task to which the user is to be assigned (if we make more modifications within one task, we add the same ID in the next row, if we modify other tasks, we add more ID numbers in the next rows)
- LocationGroup - Enter the name of the group of locations to which users are to be added to the task (this group of locations must be added to the task we have indicated in TaskID)
- Location - Here enter the name of the location to which users are to be assigned - similarly as we would do it manually in 'Location Users'.
- Users - After a comma (without spaces) enter the logins of the Users you would like to assign to the tasks.
An example of a completed pattern:
The ready to import file is saved as a UTF-8 CSV file:
We can import files prepared in this way into the application in two ways:
Only import new records - Importing using this method will only import new users to both locations and tasks, without editing the assignment of currently added users. This means that only new user logins which didn't exist before are added (existing ones are omitted).
Import new and update existing ones - Importing using this method will add new users to the location (Location Users) because here we always only add logins and will update (overwrite) the list of Task Users according to the logins indicated in the import file. The example as a user of the task is Jan Kowalski, and in the import file we have users Anna Nowak and Anna Kowalska. After the import and update in the 'Location Users' view the following users will be visible: Jan Kowalski, Anna Nowak, Anna Kowalska - while in the 'Task Users' view only Anna Nowak and Anna Kowalska will be visible (Jan Kowalski will be unzipped from the task).
After the import is completed, we will receive a "success" message. In the case of an incorrectly filled sheet, a file with an explanation of what should be corrected will be automatically downloaded.