Import Examinee Records

 

Importing examinee records saves you the time of having to key in demographic information for each examinee individually. To import the records you need to create a CSV file. You can download a copy of the CSV template from the Resource Library.

 

 

 

 

Import File Format

 

Field Name Length Required Format
First Name 25 Yes  
Middle Name 25 No  
Last Name 25 Yes  
ExamineeID 20 Only if FirstName and LastName are blank  
DateOfBirth 7 Yes mm/dd/yyyy
Gender 20 No 1=Male, 2=Female, 3=Unspecified, 4=Other
Email 50 No  
AccountSystemID 20 Yes View Account Details page to look up your Account System ID
Comments 500 No  
Custom Field 1 40 No  
Custom Field 2 40 No  
Custom Field 3 40 No  
Custom Field 4 40 No  

 

 

Sample Import CSV File

 

 

Note:  If you do not use some of the attributes, keep the column heading in the designated order  and leave the column cells blank.

  

How To Import Examinee Data

  1. Click Home to navigate to the examinee page.
  2. Click the More Actions button.
  3. Click the Manage Examinee Imports button.  
  4. Click the [+]Browse button. A pop up file upload window will appear.
  5. Select the CSV file to import.  The window will then close.
  6. Click the [>]Import button. The import request will begin.
  7. A record will appear in the Manage Examinee Imports table with a status of Pending.
  8. Click Refresh List button to refresh the table.    
  9. When the import is complete, the status will change to Complete.

 

Warnings and Error Messages

 

If there are any problems with the data file during the upload, a link will appear in the Warnings/Error column.  Click on the link to view the message log. Import files with an ERROR message will not be loaded into the system.  You will need to correct the CSV file and upload it again.  

 

Additional Information

 

• To complete the import process an import file cannot contain any errors.

• Import files containing duplicate examinee records will be imported.

• The ability to import data is based on the role assigned to you by your Account Administrator.

• Visibility of tabs and certain functionality is based on your designated role. See the Roles and Privileges page for details