{"id":12277,"date":"2021-08-18T11:22:00","date_gmt":"2021-08-18T16:22:00","guid":{"rendered":"https:\/\/manage4.performancescoring.net\/kb\/?p=12277"},"modified":"2023-11-20T16:26:29","modified_gmt":"2023-11-20T21:26:29","slug":"implementation-training-part-5","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=12277","title":{"rendered":"Implementation Training &#8211; Part 5"},"content":{"rendered":"\n<p><strong>Implementation Team Training \u2013Bulk Updates<br><br><\/strong>Now we will fill in the missing fields from user setup &#8211;<strong> Phone, Birthday, Department, Gender, Job Title, Generation, Region, and Work Type.<\/strong><\/p>\n\n\n\n<p>For your upload, you will use the Excel <strong>SecureDB-Upload Template<\/strong> I saved to the SecureDB Implementation Training folder on the Titus Network.<\/p>\n\n\n\n<p>Now the steps to filling in that spreadsheet.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From within your training organization Select Bulk Import\/Update -from the Users section of the left menu<\/li>\n\n\n\n<li><\/li>\n\n\n\n<li>Select Export at the top of the Bulk Import\/Update&nbsp; page<\/li>\n<\/ul>\n\n\n\n<p>In the <strong>Export Data (CSV)<\/strong> field select <strong>Users<\/strong> then click <strong>Download<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/bulk-import-update.png\" alt=\"\" class=\"wp-image-12282\" width=\"797\" height=\"374\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A CSV file names <strong><em>users<\/em><\/strong> will download to your local Downloads folder.<br><br><\/li>\n\n\n\n<li>Now open the <strong>SecureDB-Upload Template<\/strong> spreadsheet as well as the <strong>Users<\/strong> spreadsheet<\/li>\n<\/ul>\n\n\n\n<p>The <strong>users<\/strong> file provides you a complete list of users within your organization.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy only the <strong>Email, First Name and Last Name<\/strong> <strong>columns<\/strong> from your <strong>User<\/strong>s spreadsheet then <strong>Paste<\/strong> the columns to the Email column in the <strong>SecureDB-Upload Template<\/strong>. spreadsheet.<br><br><\/li>\n\n\n\n<li>Next delete any Internal Users from the spreadsheet &#8211; Any Titus\/SecureDB users, Support etc<br>Your spreadsheet should now look like this:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/Upload-template-snip.png\" alt=\"\" class=\"wp-image-12283\" width=\"1038\" height=\"122\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To simplify this first phase, just complete the information in\u00a0 Phone, Birthday, Gender,\u00a0 Generation and Worktype.\n<ul class=\"wp-block-list\">\n<li><strong>Phone<\/strong> \u2013 for training use the same phone number for all if you\u2019d like.<br><br><\/li>\n\n\n\n<li><strong>Birthday <\/strong>&#8211; &nbsp;format mm\/dd\/yyyy&nbsp; &#8211;&nbsp; you can use same year for all as the application<br>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;hides the year anyway.<br><br><\/li>\n\n\n\n<li><strong>Gender <\/strong>&#8211;&nbsp;&nbsp; 1- Male&nbsp;&nbsp; 2 \u2013 Female&nbsp; 3 \u2013 Non-Binary<br><br><\/li>\n\n\n\n<li><strong>Generation <\/strong>\u2013 1 \u2013 Baby Boomer&nbsp; 2 &#8211; &nbsp;Gen X&nbsp; 3- Millennial<br><br><\/li>\n\n\n\n<li><strong>Worktype<\/strong> \u2013&nbsp;&nbsp; 1 \u2013 On-Site&nbsp; 2- Remote&nbsp; 3 &#8211;&nbsp; Hybrid<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p>Your spreadsheet should now look something like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2022\/03\/template-snip-2.png\" alt=\"\" class=\"wp-image-12284\" width=\"1109\" height=\"191\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Be sure to save your file \u2013 you can rename it just keep it as a csv<br><br><\/li>\n\n\n\n<li>Now you can return to Bulk Import\/Updates in the application.<br><br><\/li>\n<\/ul>\n\n\n\n<p><strong>Bulk Upload and Import<\/strong><\/p>\n\n\n\n<p>Click the <strong>Import <\/strong>pill button to access the file choose and upload form.<br>Select the your newly saved CSV file and click the &#8220;Up&#8221; arrow.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/bulk-import-featured.png\" alt=\"Bulk Import\" class=\"wp-image-11177\" width=\"873\" height=\"434\"\/><\/figure>\n\n\n\n<p>Once that file has been uploaded and processed, you&#8217;ll be given some options to map each column to the correct location in the database.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/map-fields2.png\" alt=\"\" class=\"wp-image-11183\" width=\"881\" height=\"389\"\/><\/figure>\n\n\n\n<p>Since we want to overwrite anything that matches our inputs, let&#8217;s select &#8220;Overwrite&#8221; from the first dropdown at the top. Then, we see the column headers in the uploaded document and a few example rows. Above each, select where you want this data to go. If it&#8217;s unrelated or unwanted data, choose &#8220;Ignore&#8221; and the system will skip that column.<\/p>\n\n\n\n<p>Once you&#8217;re done mapping each column, click the green <strong>Start Import <\/strong>button.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/securedb.io\/kb\/wp-content\/uploads\/2021\/08\/m4p-import-successful.png\" alt=\"\" class=\"wp-image-11232\" width=\"887\" height=\"360\"\/><\/figure>\n\n\n\n<p>If the import is successful, you will be greeted with two buttons: <strong>Test <\/strong>and <strong>Revert<\/strong>. Open the &#8220;Test&#8221; button in a new browser tab or window. <strong>DO NOT close this tab\/window<\/strong>. Check to see if your changes were made the way you wanted them. If anything went wrong, return to this screen and click the red Revert button which will restore the database to what it was just before your import. Once you&#8217;re happy, close the window.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Implementation Team Training \u2013Bulk Updates Now we will fill in the missing fields from user setup &#8211; Phone, Birthday, Department, Gender, Job Title, Generation, Region, and Work Type. For your [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":14117,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[43],"tags":[],"class_list":["post-12277","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-implementation"],"wps_subtitle":"Bulk Updates","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12277","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=12277"}],"version-history":[{"count":2,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12277\/revisions"}],"predecessor-version":[{"id":16245,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/12277\/revisions\/16245"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=12277"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=12277"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=12277"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}