Hello all,
I’m trying to find a way to import multiple corporate cards at once. My company has a lot of employees and each of them have a card that needs to be in the system. I see where you can enter each individual card, but I can’t find a way to mass-import all of these. Any help on this would be appreciated.
Thank you.
Best answer by nhatnghetinh
Hi
You will import "corporate cards" into the field "Employee Ref. No." on the Employees screen.
Step 1: Create a Generic Inquiry to create an excel template file for import. On GI you only need the main fields as below.
Step 2: Create Data Providers. Please import the XML file I attached (EmployeeMaster)
Step 3: Create Import Scenarios. Import the XML file I attached (EP203000-EmployeeUpload)
Step 4: Go to "Import by Scenario" screen > Import
Step 5: View results
Note: Only import the first 5 EmployeeIDs > Then see the results before mass importing.
Best Regards,
NNT
+14Hi
You will import "corporate cards" into the field "Employee Ref. No." on the Employees screen.
Step 1: Create a Generic Inquiry to create an excel template file for import. On GI you only need the main fields as below.
Step 2: Create Data Providers. Please import the XML file I attached (EmployeeMaster)
Step 3: Create Import Scenarios. Import the XML file I attached (EP203000-EmployeeUpload)
Step 4: Go to "Import by Scenario" screen > Import
Step 5: View results
Note: Only import the first 5 EmployeeIDs > Then see the results before mass importing.
Best Regards,
NNT
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