How to import CSV files to Directory

Created by Claiton T Bulhões Jr, Modified on Thu, 10 Aug, 2023 at 5:14 PM by Claiton T Bulhões Jr

This guide will walk you through the process of importing the CSV file into the Sierra College Directory.

Step 1:  Prepare Your CSV File Before importing your CSV file, it's crucial to ensure that it is properly formatted and organized. 

  • The UID column is the primary key of the file, which the Directory uses to generate links.
  • To differentiate between Employee and Office data during import, the Type column must be filled correctly. If the information is incorrect or missing, nothing will be displayed. 
  • The name of the  CSV file should be as follows:  Sierra Directory Sample for DD_03212312

Step 2: Access the Ultimate CSV Importer Pro to import the CSV spreadsheet: 

  • In your WordPress admin dashboard, navigate to "Ultimate CSV Importer."
  • Click on "Import" to access the import options.

  • Select the CSV file you prepared earlier by clicking on the "Choose File" button.
  • Choose the option "Existing Items" and select "Directory from the dropdown menu.

  • Make sure the template you are displaying is the "Correct Template". or it may corrupt data.
  • Click on the "Use Template" button.

  • On the next two screens, you can just navigate to the end of it and move on to the next option by clicking continue.
  • On the screen below mark the check box "Do you want to handle the duplicate on existing records", choose the "post_type" option from the drop-down menu and click "Update".

Step 4: After clicking the "Update" button, the plugin will start importing your CSV file. It's important to monitor the process to ensure everything goes smoothly. Here's what you should do:

  • Stay on the import page and observe the progress bar to track the import process.
  • If any errors occur, the plugin will display error messages along with the affected rows.
  • Address any errors by making necessary

That's it! You have successfully imported the spreadsheet to Sierra College Directory.

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