School Demographics: Staff Demographics Import

The Staff Demographics Import allows you to update existing staff data using a CSV (comma-delimited) file. Before initiating the import process, ensure you have prepared an Excel file and saved it as a CSV containing all the necessary staff data for import. Please ensure there is a Unique Identifier, such as the staff Unique ID, which is unique and unchanging to all staff.

To begin the process, navigate to the School > Demographics Dashboard. Under Import, select Staff Demographics Import. The Import: Staff Demographic Data window opens. 

1. If this is the first time doing an import, select . If an Import as previously been completed and a Template has been saved, choose a Template from the list.
2. The Select File and Map Fields window opens. Here you can select a file, map the file fields to the AdminPlus.com Fields and save this as a template.
   Only the Primary Key field is Mandatory to map. Any other field is optional.
   

   Select File and Map Fields
   A	Select File: Click  to select the CSV file containing staff data. Map Primary Key to Identify Staff: Map the Primary Key from the file to the matching field in AdminPlus. This will ensure the data is updated for the correct staff. In the Field in the File dropdown, select which column will be used as the Unique Identifier. In the example below, we have selected Unique ID. In the Field in AdminPlus dropdown, select the corrisponding field: Allow blanks to overwrite existing data: When this option is selected, if the field is blank, and the staff as existing data in AdminPlus, the data will be overwritten. Update blank fields only: : Select Apply after choosing the fields and to apply your settings. The Primary Key Field will be mapped below.
   B	Map Fields: Map the data from the file to the corresponding fields in AdminPlus. Be sure to map each field accurately to ensure the data is imported into the correct data base fields. The name of the Fields in the File are listed along the top. Below on the Map To line, select to map the data column to the correct AdminPlus Data Base field. The Select a Field dialog box will open. Use the Search bar to look for the field or scroll. Click the field name and choose Select. Continue this to map all fields needed in the file. It is not necessary to map all columns. If any column in the file exists that does not need to be imported, the column can remain as Not Mapped. Scroll to the right along the bottom to view additional field columns.
   C	To use this for again for another import, select Save as Template. This will save the field mappings and selecting settings. The Template will appear on the Import: Staff Demographic Data window:
   D	Clickto cancel the import process. Your progress will not be saved.  Click to continue.

3. After clicking Next, the Analyze The File/Trial Run window will open. Here you will see the test results run prior to completing the import. In the example import below the following test results will display:
   • How many staff will be updated. Select View Details to see which staff.
   • How many staff will not be updated, along with why. E.g.: Multiple matching records found for primary key. 
   • If there is any additional information as to why data could not be imported, such as errors. Select View Details for more information
   • The number of fields not mapped is also listed. Select View Details to see which fields.
     
4. Select Import if the Test Results are correct and the data is ready to be imported.
5. You will receive a message once the import is complete. Select Click here to download log to view the log in excel. To view the log at a later date, it is also available to view under School > Demographics > Import.