Import Person
- Sigrid Kviteberg
- Daria Chebotaieva
- Halvard Meijer
The article explains how to import a .csv file that will create a new person or update an existing person.
Description
The import routine can be found under Tools | Import | Persons
If importing data to an existing person it is important to be aware that a column containing a blank value will also overwrite the field when imported. E.g. a person who has data in Address line 1, however, ADDRESS1 is a column in the import but has a blank value. This will then overwrite existing data.
Available Fields
Personal Details (table pw001p01)
Passport details (table PW001P08)
Seamans' Book
Telecommunication (PW001P0T)
Notes (PW001P0N)
Payroll (PW001P0Y)
Employment (PW001P0P)
Wages (PW001P0W)
Important Details
If there the import fails, all the changes are rolled back and the import is considered failed. Every time an import takes place a result is recorded in the database. It indicates if the import was successful and which file was imported. A user is not allowed to import the same file more than once.
You should not use ' symbols, you can use either " symbols or not use quotes at all.
If the Client field is not a part of the import - the imported person will be linked to the organization unit that is the current Open Client.
It is possible to import persons using the Alternative Pin instead. If you do not define a pin in your import file, the system will check persons by alternative pins. If no person with such an alternative pin exists, a new person will be created, and a new pin according to the rules of Adonis Control Centre (standard when creating a new person) will be assigned to him, and he will get the alternative pin from the import file. If a person with such an alternative pin already exists, the record will be updated.