Import data

You can update your corporate clients' data and import information about the employees into the system from XLS-files.
To import the data from an XLS-file,

1. On the Navigation menu point to Clients and click Corporate clients.

2. Click the name of the client whose data you want to import.

3. Go to the Import data tab.

4. By default the list of documents is empty. To add a document, click Upload. The New Department window appears.

Open

You can upload XSL-files that contain tabs with the name of the legal client or a group of companies.

5. From the Document type drop-down, select the type of data you want to import:

• CustomFields_reservation - custom fields for the reservations;

• CustomFields_Person - custom fields for the users;

• PersonalData - personal information on the users.

6. If you select the Deactivate not found values check box, the system verifies the user data that is not updated during the import. If such an employee is found in the system, the record about this user is marked as inactive, while the Dismissed [Date] text is added into the log-file.
7. In the Upload file form, click Add, browse to the document you want to upload and click Upload.
8. Click Save. The data from the file is imported to the system. The XSL-file appears in the list of documents.

After importing you can download the log-file that contains a list of the updated fields or rejected records with reasons of the rejection.