7.1. Excel Import

This module allows administrators to import a user list directly into either EPC or DBP. It also supports bulk updates of users’ active/inactive status in DBP.

*Recommendation: If end-users have access to both EPC and DBP, it is advisable to import the user list into EPC first, then synchronize it with DBP using the Synchronization with EPC module.

*For guidance on common form functions, please refer to the dedicated section in the manual.

Steps to Use Module:

1. Download & Complete User List Template

To prepare for user import, administrators should download the Excel template from the Download Excel Template field. This template meets the primary data import requirements and only requires administrators to fill in the necessary user information.

!This template is optimized for PC/Windows users. Mac users may encounter limitations during the download process.

*For more information on the requirements for importing a user list into either DBP or EPC, click here.

2. Upload User List & Select Destination

After completing the template, administrators can upload the file using the Upload File with Data field. From the Export To radio button, choose whether to import the user list into DBP or EPC.

!Please note that the selected destination must be compatible with the action you intend to perform. Only one action can be initiated at a time.

3. Initiate Action

Administrators can then initiate the desired action:

• Import User List (DBP or EPC):
  • Click the Import User List button to import the user list directly into the selected destination.
    • It may take a few moments for the form to update. After the update, a summary of the import results will appear in the Output Message field.
• Update User Status (DBP Only):
  • Click the Activate/Deactivate Users button to update the active/inactive status of users in DBP.
    • It may take a few moments for the form to update. After the update, a summary of the import results will appear in the Output Message field.

!When data is imported directly into EPC, user information is automatically added or updated. The specified roles and departments for imported users, however, are not assigned automatically. Administrators must manually review and assign the appropriate roles and departments after the import process.

Additional Notes:

• The Output Message field automatically displays the results of the chosen action upon selection of the corresponding button.
  • It provides counts of users added, updated, activated, or deactivated, and documents any errors encountered during the process.