Sunday, October 28, 2018

Add a Role to Employee Record via CSV Import

A. Create a CSV file with the following columns

    -- Internal ID (of the employee)

    -- Role

 

B. Update the Employee Record via CSV Import

1. Navigate to Setup > Import/Export > Import CSV Records

2. Import Type = Employees

3. Record Type = Employees

4. Choose the CSV file

5. Click Next

6. On the Data Handling page Select Update

7. Click Next

8. On the Mapping page, Map the following

    -- Internal ID > Internal ID

    -- Role > Roles 1 : Role

9. Click Next

10. Name the import and click Save & Run

No comments:

Post a Comment