CardExchange Solutions Documentation
Import Persons Using CSV
- Roman Villandry
Importing Persons Using CSV
In the People section of the menu on the left-hand side, you will find an Import option that allows you to import people in bulk using a CSV file.
This import tool is not designed for very large uploads. If you need to import thousands of records, consider using the Bridge tool for large-scale imports, or our API to sync records to the correct endpoints.
Steps for Importing
Selecting the CSV File
Drag your CSV file into the box at the top of the Import pane, or click the box to open a file explorer and select your CSV file.
Once selected, a preview of the data will be shown.
Configuring Field Mappings
Before uploading, you must configure the mappings between the CSV file and the fields in Controller. Click the Configure button to open the mapping pane.
On the left side, you will see the field headers from your CSV file. On the right side, there are dropdowns where you can select the corresponding fields in Controller.
After configuring a field, a green checkmark will appear to the left of the field. If you need to remove a mapping, click the X button next to the field.
Click Save once all mappings are configured.
Uploading the CSV
After configuring the mappings, click the Upload button to begin the import process.
During the upload, the system will notify you every time it successfully imports 10 records.
Handling Import Errors
If the import fails, you will receive a notification, and a Errors List button will appear.
Click the Errors List button to review the issues that caused the failure. Correct the data in your CSV file and attempt the import again.
