Importing Personnel into Collections
You have several options to import your personnel into your Incident Management account.
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.
Additionally, see the inviting new users article for granting a user access to your account.
š ACCESS LEVEL: Account Owner or Editor
Importing Personnel from a CSV file
This is the easiest way to import a list of personnel.
- Access the Admin Area
- Go to Personnel
- Click on the ā® 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
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.
ā¹ļø NOTE: If you enable D4H Products Integration, complete Field Mapping Personnel & Training āMember Profileā to Incident Management 'Personnel' prior to importing personnel from your Personnel & Training account.
- First complete the D4H product integration steps
- Go to the Admin Area
- Expand Collections
- Open Personnel
- Click on the ā® more options menu
- Click Import
- Click on D4H Personnel on the left hand menu in the pop up window
- Check off the names of the personnel you are importing from you Personnel & Training to your Incident Management account
- Click Import
Connect all Existing Personnel to their Personnel & Training Account
ā ļø ATTENTION: Only existing personnel will be linked if they have a member profile in Personnel & Training.
- Go to the Admin Area
- Expand Collections
- Open Personnel
- Click on the ā® more options menu
- Click Import
- Click on D4H Personnel on the left hand menu in the pop up window
- Select Click Here to link, without updating, all existing personnel to D4H Personnel & Training