How to Import Staff Record with Photo using Import Staff in xPortalNet Client Software

• To Create the Import File

• To Import the Staff Record

Step- by- step Guide:

•  To Create the Import File

Step 1: Before importing staff record, system user required to prepare staff records list using Microsoft Excel or Text file.

Step 2: Follow the template.

Figure 1: Example Staff Record Template

Step 3: Save the file at a designated location.

Step 4: Prepare all staff photo required to import and save at designated location.

Figure 2: Example Staff Photo

Step 5: Go to xPortalNet Client> Data Setup> Access Data Setting> Staff Record and click Get Now! To continue.

Figure 3: Staff Detail List Window

Step 6: The Staff Detail Setup Window will be shown. Click Import.

Figure 4: Staff Detail Setup Window

Step 7: The Import Staff window will be shown. Click Next to continue.

Figure 5: Import Staff Window

Step 8: The Column Mapping window will then be shown. Map the Source Column Number with the Destination Field to allow the software to make sense of the imported data.

Figure 6: Mapping the Source Column No. with the Destination Field

Step 9: Next, click Image tab to upload photo.

Figure 7: Mapping and Import Image

Step 10: The Image tab will be shown, tick check box and click Browse and locate the photo file. Select the Image extension file and click Next to continue.

Figure 8: Mapping and Import Image

Step 11: The Progressing Data loading bar will be shown.

Figure 9: Progressing Data loading bar

Step 12: The Import Staff Result window will be shown when the import to the software database is success.

Figure 10: Delivery Report Window.

Step 13: Check the staff record that is successfully imported to the software database from the Staff Records.