Importing Personnel into Collections

This article covers importing Personnel through an existing D4H Personnel & Training account and from a CSV file. Follow the steps on the inviting new users article for adding individual members and assigning a permission profile. 

🔑 ACCESS LEVEL: Account Owner or Editor

Importing Personnel from a CSV file

This is the easiest way to import a list of personnel.

To do this:

  1. Access the Admin Area
  2. Go to Personnel
  3. Click on the small drop down arrow beside the orange Add icon
  4. Click Import
  5. Select a file, it must be a CSV file
  6. You will need to map the columns to their respective data fields
  7. Select Import
  8. You will need to go into each person's profile and follow the steps on granting access to members

Importing Personnel from your Personnel & Training Account

If you already have a D4H Personnel & Training account, you can enable this D4H Products Integration to import your Personnel from here.  

ℹ️ NOTE: If you enable D4H Products Integration, complete Field Mapping Personnel & Training ‘Member Profile’ to Incident Management 'Personnel' prior to importing personnel from your Personnel & Training account. 

Connect all Existing Personnel to their Personnel & Training Account

⚠️ ATTENTION: Only existing personnel will be linked if they have a member profile in Personnel & Training.

To do this:

  1. Access the Admin Area
  2. Go to Personnel
  3. Click on the small drop down arrow beside the orange Add icon
  4. Click Import
  5. Click on D4H Personnel on the left hand menu in the pop up window
  6. Select Click Here to link, without updating, all existing personnel to D4H Personnel & Training

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