Importing Personnel into Collections
There are multiple ways to import your personnel into your Incident Management account within the Operations Center platform. This article provides guidance on syncing personnel through an existing D4H D4H Personnel & Training account and from a CSV file.
Follow the steps outlined in the Inviting New Users article to add individual members, assign permission profiles, and grant user access to your account.
🔑 ACCESS LEVEL REQUIRED: Account Owner
💡 TIP: You might need to create or update fields on your Personnel template is updated before importing personnel.
Importing Personnel from a CSV file
ℹ️ NOTE:
- CSV columns must correspond to a field on the Personnel Template.
- Ensure phone numbers are added to the CSV in the following international format: +1 801 333 4455. This allows the mobile app to recognize the numbers and make calls using your device.
- Access the Admin Area
- Go to Personnel
- Click on the ⋮ more options menu
- Click Import
- Select a file, it must be a CSV file
- You will need to map the columns to their respective data fields
- Select Import
- You will need to go into each person's profile assign them a permission profile to grant them access to the account, follow the steps on granting access to members
Syncing Personnel from your Personnel & Training Account
If you already have a D4H Personnel & Training account, you can enable this D4H Products Integration to sync your Personnel between the two systems.
🔑 ACCESS LEVEL REQUIRED: Account Owner
⚠️ Attention: Only existing personnel who have a member profile in Personnel & Training can be linked.
Members with Observer status cannot be synced from Personnel & Training to Operations Center. To proceed, please update their status to Operational or Non-Operational.
- Before getting started, ensure your Operations Center and Team Manager accounts are connected. If you do not see a Team Manager URL under Integrations, the connection has not yet been set up. Your team’s administrator can contact the Help Desk to request this and should include both account URLs.
- Make sure the Personnel template is updated first if you want to import additional details from the Personnel & Training member profile custom fields
- Next, go to the Admin Area
- Expand Integrations
- Click on Team Manager
- Select Setup under Personnel / members
- Select the dropdown and choose the Team Manager field equivalent to sync with Operations Center
⚠️ ATTENTION: Resolve any conflicts Requiring action between the accounts and make sure that the results of the data reconciliation matches your expectations. If a member/personnel exists on both systems, the name can be synchronized, otherwise it will be created on the other system.
- Once 2-way sync is ready, select Enable sync
- Proceed with granting access to the synced member/personnel in the appropriate account, as needed