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Creating Contact and Training History Import

Table of Contents

Contact Import Training History Import Import Settings

 

Using the " Add Import " function you can create your own import.

 

After clicking " Add Import ":

 

  1. Specify a name for the import
  2. Specify a description for the import
  3. Select the type of import:
  4. Select between contacts or training history import

Types of imports:

  • Manual upload: Upload using an Excel file
  • Automatic Retrieval - CURL
  • Automatic retrieval - FTP
  • Automatic Retrieval - Email

 

 

 

Please note that the configuration settings must be provided by your IT department for automatic retrieval:

Contact Import


After clicking "Next" you have the option to define the columns of your import file:

Notice

When importing the file, the column names in your import file must match the column names you defined in Evalea 1:1.

 

Clicking "Next" again allows you to link the columns from the import to the data fields in Evalea :

 

Notice

You can use the data fields to create and link data fields that are not yet stored in Evalea and are required.

 

 

In the next step, you must define an identifier that Evalea can use to update the contacts you have imported:

Finally, a final check of the data you have entered is carried out. Clicking on "Finish" completes the process and you will find your new import within your Settings -> File Imports 
 

Training History Import

The columns of your import file must also be defined for trainings.

Important : Define fields for the training courses and for the participants:

 

The fields relating to contact assignment must then be defined so that Evalea can assign the relevant training courses to the correct employees:

 

This is followed by the assignment of the further training fields with the data fields of the further training in Evalea .

You can ignore the contact-related columns here:


In the penultimate step, you can define what should happen with further training of identical values.

In this example, training courses in the import file are grouped together , provided they have the same name and the same start date. This means that only one training course is created in Evalea .

 

The unique feature serves to bring together training courses that already exist in Evalea .

In this example, the participants from the import file are added to the training course that already exist in Evalea, provided that it has the exact same name as in the import file:

The last step involves a final check of the data you have entered. After clicking on "Finish", you will find your training history import under your chosen name in Settings -> File Imports.

 

 

Import Settings

 

  • Use this option to decide whether data fields that are empty during the import should overwrite existing data in Evalea and thus empty it. The existing values in Evalea will therefore be lost.