Perform a Bulk Export or Bulk Import

Multiple records can be exported or imported at once using CSV files. Bulk import actions can be used for adding new records and editing existing records.

PREREQUISITES:

  • The Notification Setup security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information. Alternately, on the Employee Relates page select Designer/Admin in the Module drop-down list and use the Fields drop-down list to select the notification permissions you want to add. See Assign Permissions to Employees for more information.
  • You must have notification fields set up for the information you want to pull from the database. See Notification Fields for more information.
  1. From the home page, click Permitting and click Notification Setup.
  2. On the Notifications Setup panel, select the entry or entries you want to export data for.

If you don't make a selection, the CSV export file will include data for all records.

  1. Click Export CSV.

  1. Make a selection from the download option menu: Export Notification Setup, Export Notification Setup Type, Export Notification Setup People Role, Export Notification Setup Contractor Type, Export Notification Setup Recipients, Export Notification Setup Recipient Groups, or Export Notification Setup Employees.

The CSV file downloads.

  1. From the home page, click Permitting and click Notification Setup.
  2. Download the CSV file(s) that contains the appropriate rows and columns for the import you want to perform. See Bulk Export for more information.
  3. Edit the CSV file with the data you want to add or edit and save the file.
  4. Click Import CSV.

  1. Select an import option: Import Notification Setup, Import Notification Setup Type, Import Notification Setup People Role, Import Notification Setup Contractor Type, Import Notification Setup Recipients, Import Notification Setup Recipient Groups, or Import Notification Setup Employees.

The import panel opens.

  1. Drag and drop a file into the file upload area, or click within the file upload area to browse and select a file.

After selecting a file, data from the file displays for review in the columns above the file upload area.

  1. Click Import.