The Bulk Importer

How to use The Bulk Importer

Video Guide

 


 

The Bulk Importer

 

We've tried to make it as easy as we can to load your existing data into our system. To do this, we provide our Bulk Importer tool.

 

This is a grid that provides a staging environment so you can prepare your data before loading it into the system for real.

 


 

Profile Types

 

At the very top of the Bulk Importer is a selector for the Profile Types.

 

Each tab will give you access to a separate sheet for each type.

 

If you import and discover later on that you need to change the Profile Type, you can Change the Profile Type.

 


 

Get Started

 

To get started, you can find the bulk importer under Settings >Organisation> Bulk Importer.

 

 

The importer provides an Excel-like grid, that allows you to directly copy and paste from your existing Excel (or similar).

 

We highly recommend copying one column at a time.

 

To do this, while in your Excel document, simply left-click on the first cell, while holding the button down, drag to the last cell.

 

You can then Right click > Copy, press Ctrl + C or select the copy button from the menu.

 

 

If you then go to the bulk importer and select the first cell in the relevant column, you can then paste by pressing Ctrl + V. Note that right-click and paste will not work in most browsers due to security settings.

 

 

Once you have loaded all your columns, simply click the Import button to create the profiles. If all your data is valid, you will be presented with the following dialog:

 

 

Confirm the numbers are ok, then press Import to create your profiles.

 

Once your profiles have been created, it may take a minute for the system to finish calculating the scores.

 

Press refresh on your browser if you don't see any profiles.

 


 

Update Profiles after Import

 

Once you have imported, the bulk importer maintains a link to the newly created profiles.

 

This means as long as you don't clear the importer, then any changes to the bulk importer data followed by subsequent imports, will simply update the existing profiles and not create duplicates.

 

This also means that if you have edited or updated any data on Profile Pages, it will be overwritten with the data that is still in the Bulk Importer unless you click Clear All first.

 

We would suggest only using the Bulk Importer for your initial Import.

 

To edit or update any data following this you can use the Advanced Editor.

 


 

Importing more Profiles

 

If you've already done an import and decide you need to load more in, this is fine. You must first press the Clear All button in the Bulk Importer before you start, then you can repeat the above process.

 


 

Deleting Rows on the Bulk Importer

 

If you have created additional rows in error on the Bulk Importer, you can delete these either individually or in bulk.

 

  • To delete an individual row: Right-click on the row and select Delete 1 row... The system will then ask you to confirm the deletion, as this cannot be undone.

 

  • To delete multiple sequential rows: Left-click on the top row you wish to delete, then while holding the Shift key, left-click the last row. This will select both the clicked rows and anything in-between. You can then right-click and select Delete as above.

 

  • To delete staggered rows (which may not necessarily be grouped together): While holding the Ctrl key (or Command, depending on your keyboard), left-click the required rows. If you select one by accident, just keep holding the Ctrl key (or Command) and click it again. You can then right-click any of the selected rows, and select Delete as above.

 

Undo or Deleting Profiles

 

We don't yet have an undo facility, but you can delete the profiles that you created. To do this follow the instructions on Deleting Multiple Profiles.