Import or Export

The Import/Export menu provides a way to import or export two types of records: Roles Users and Permissions or User Constraints.

To import, select the import type from the drop down: Roles, Users & Permissions or User Constraints.

• Click 'Select import file' to browse for the file to import. Note that the accepted file format is CSV, comma delimited.
• Once the file is selected, click Continue and the contents of the file will be imported. A confirmation message will display once completed.
• If unsure of the required format for the import file, export a sample file to use as a starting point and populate this with district-specific data to be imported.
• NOTE:  The import file currently has a limit of 500 lines.  If more than 500 lines are on the import file, they will need to be split into two or more import files.

To export, select the export type from the drop down - either Roles, Users & Permissions or User Constraints.

• Click 'Generate File' and the system will generate a file in CSV format for downloading.