Introduction

Import Data is a new feature that has been included to bulk upload the data of members. It does away with the need to manually update each of the member records. It is quick, easy, and efficient. This feature allows you to edit/update the reference number, start date, and, expiry date of the member documents in one go.

How to download the template for bulk upload of data?

1. Go to your Profile in the top-right corner. A menu will appear.

2. Click Data Management and the Import Data page opens.

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How to import bulk data of members?

1. Go to your Profile in the top-right corner. A menu will appear. Click on Import Data (as shown below).

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2. It will navigate you to a new page. Click Download Template

Complete File and then - Select your file (filled in the format given under the Import template) and click on Upload.

3. A confirmation pop-up will appear showing the number of records to be updated. Click on OK.

4. If the import is successful, a success message will appear.

5. If the import will be unsuccessful, an error message will appear along with an error file that can be downloaded.

Release Notes vX5.1