To perform a bulk upload of dynamic fields you must follow these steps:
1. Login to Humand Admin.
2. From the Users section, select the option "Bulk upload of dynamic fields".
3. Then follow this step-by-step:
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Download the blank spreadsheet or with the information of existing users.
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Follow these tips when completing the fields:
- If you choose not to overwrite the information, only the new information will be added to the existing users. No pre-existing user fields will be modified.
- If you decide to overwrite the information, the completed cells will replace the current data for each user. Cells that are left empty in excel will remain the same as they were in the system.
- You can modify the fields of type Number, Date, Text or User. The rest of the fields for each user must be modified manually from the administrator panel.
- The excel format must be maintained. No new columns or sheets can be added.
- Date type values must be in the format dd/mm/yyyy (including the characters "/").
- When completing a user type field, verify that the cell value is the user name to be referenced.
- No new columns or sheets can be added.
- No cell can exceed 255 characters.
- The excel file can have up to 10.000 rows.
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Select the file to upload. Then you can define if you are uploading new user information or if you want to overwrite information that users already have uploaded. Finally click on the "Complete" option.
After the upload, we can check on the Status column to see if the data upload was successful: