Import Users | Roster Integration Prototype

Users

Import Users

Select a .csv file to begin user import

Drag and drop or select to upload a document

Map Fields

Fields Found on Import	Select Closest System Match	Example Data
First Name	Name	Helena
Middle Initial	Name	R.
Last Name	Name	Knox
D.O.B.	D.O.B.	12/10/1960
Gender	Gender	Female
-	Other Fields	-

Code	Code	20150302005
Website	URL	-
System Start Date	Start Date	5/14/2012
System End Date	End Date	-
Role	Role	Agent
Employment Status	Status	Active
-	Other Fields	-

Primary Email	Email	hknox@examplerealty.com
Address	Address	2948 Fox Rd, Eden Prairie, MN 55443
Telephone	Telephone	1 (283) 212-4112
Assigned Office	Office	Edina #154
Team	Team	Example Team
-	Other Fields	-

Duplicate Users Found

4 duplicate records have been found. Would you like to update the records for these users?

Name	Conflicting Fields	Actions
Sally Hansen	24
Field	Old Value	New Value
Middle Initial	J	A
D.O.B	12/10/1971	05/18/1990
System Start Date	5/14/2005	9/23/2016
Status	Inactive	Active
. . .	. . .	. . .
. . .	. . .	. . .
. . .	. . .	. . .
Claire Fredrickson	2
. . .	. . .	. . .
James Baxter	1
. . .	. . .	. . .
Lee Harper	4
. . .	. . .	. . .

Select an Office

3 Records did not import with an associated office. Please select a default office for these 3 users.

Name	Conflicting Fields	Actions
Fred Warren	fwarren@gmail.com	-
Leslie Parker	lparker@yahoo.com	904 Summer Ave, Roseville MN, 55782
Martin Lee	marlee@comcast.net	-

Select an Office