Importing Personnel into Collections

You have several options to import your personnel into your Incident Management account.

Additionally, see the inviting new users article for granting a user access to your account.

🔑 ACCESS LEVEL: Account Owner or Editor

Importing Personnel from a CSV file

1. Go to the Admin Area
2. Expand Collections
3. Open Personnel
4. Click on the small drop down arrow beside Add
5. Click Import
6. Select a file, it must be a CSV file
7. You will need to map the columns to their respective data fields
8. Select Import
9. You will need to go into each person's profile and assign them a permission profile to grant them access to the account

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.  

⚠️ ATTENTION: Only existing Personnel will be linked if they have a Member Profile in Personnel & Training.

1. After you have already set up the D4H product integration steps
2. Go to the Admin Area
3. Expand Collections
4. Open Personnel
5. Click on the small drop down arrow beside Add
6. Click Import
7. Click on D4H Personnel on the left hand menu in the pop up window
8. Check off the names of the personnel you are importing from you Personnel & Training to your Incident Management account
9. Click Import

Connect all Existing Personnel to their Personnel & Training Account

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