Importing Data into an Object

Importing Data

The Excel Data Uploader allows clients to up-load data directly into the Subscribe-HR System. It is an extremely convenient and fast way to import data from excel to the Subscribe-HR system. Validation is available so that, prior to import, if there is an error made, such as incorrect date time format, empty mandatory fields, incorrect email format, you can go back to the spread sheet to perform and update rather than having to execute this process in the Subscribe-HR system. The validation occurs in the Excel Spreadsheet. Please as your account manager or SupportZone for access to the Excel Plugin file so you can download it to set-up the "Add-In".

Data Upload Process Excel "Add-In" - New Data

There are three Steps to follow when using the Excel Data Uploader.

• Clients need to login using their normal Subscribe-HR system account user name and password. To access the login area, locate the "Ädd-Ins" option at the top of the Spreadsheet, after you have installed the "Ädd-In" using the relevant file.
• Click the Export button (located on the top left of screen" to select which Objects or Related Objects you want to use in the import. Once you have selected Parent Objects and Related Objects, you can select the fields you would like to add into the Excel Spreadsheet so that these fields can be used / populated so that the final import can take place. Please note, the spreadsheet will validate the Subscribe-HR Fields to ensure that data integrity is maintained. You can select Multiple Related Objects and the fields that relate to them.
• After inserting or updating data in spread sheet, click the "Import and Update" button to import the data to Subscribe-HR.
• IMPORTANT: You can Leave the ID Column in the Spreadsheet blank. Subscribe-HR will generate them for you. If you try and type and ID in here manually, no entry will be saved

Import or Update Data From Excel Spreadsheet

Import or Update is used if there is already data that exists in the Parent Object / Related Object. Please ensure you have installed the Excel "Add-In" Uploader.

• In the Excel Spreadsheet, click export, the data that exists in Parent Object/s - Related Object/s will be export out into the Spreadsheet, including the ID's.
• To perform an Update simply type over the data in the row/s that you would like to update and Click "Import / Update"