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Import Group Data

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Eptura - Directory

Level: Administrator

Your Administrator can upload the group data into the directory.

Contents

Step 1. Open the Group data import panel

  1. From the Home screen, click the Directory tool and the Directory screen displays.
  2. Click the Groups tab. 
  3. Click the New groups drop-down.

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  1. Select the Import group data and the Group data import panel displays.

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Step 2. Download and prepare the file

  1. Click the sample_file.xlsx button and the file is downloaded.
  2. Navigate to the downloads folder and open the file.
  3. Complete the data in the spreadsheet and the Group Data Requirements and Business Rules for the standard fields are listed below.

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Step 3. Upload your file

  1. In the Upload your file area, either: drag and drop the file onto the area OR click the Browse file link to browse to the file and select it. Then the file uploads.

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  1. Click the Review your data button.

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  1. Click the Complete import button. The file import starts and you will see a notification with the message "Upload Completed and (number) group created successfully.

Group Data Requirements and Business Rules

This table lists the standard fields and the business rules.

Field Name Required Field Business Rules

Group_Name    

Yes

 A group name that exists in system or you can create a new group.

Description        

No

Enter the group's description.

Eptura Asset

No

This gives the group app access to Eptura Asset.

From the drop-down, select either No or Yes.

Expected value Default = No

Eptura Engage

No

This gives the group app access to Eptura Engage.

From the drop-down, select either No or Yes.

Expected value Default = No

Eptura Visitor

No

This gives the group app access to Eptura Visitor.

From the drop-down, select either No or Yes.

Expected value Default = No

Envision           

No

This gives the group app access to Eptura Envision.

From the drop-down, select either No or Yes.

Expected value Default = No

Devicehub

No

This gives the group app access to Eptura Device Hub.

From the drop-down, select either No or Yes.

Expected value Default = No

New Group_Name

No

If you want to rename a group then enter the new group name.

Delete

No

From the drop-down, select either No or Yes.

Expected value Default = No