CardExchange Solutions Documentation

Import Persons Using CSV

Owned by Roman Villandry
Sept 17, 2024
3 min read

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

  1. 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.

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Using drag and drop to import a CSV file
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  1. 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.

  1. 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.

  1. 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.