Summary 

This article teaches you how to import/export roles at once saving time and providing a template that can be used. 

Prerequisites

• Excel sheet with data
• Admin access

Steps to Import Roles 

1. Navigate to Admin > Roles as displayed below.

2. Select the Import button.

3. An Import screen is displayed. Select the 'Choose File' button, locate your excel data sheet and upload.

• Select “Stop import on any error” according to the user's requirement

 4. Select the excel sheet that your data resides on from the local device. This will allow you to map the columns from the sheet to the fields within CMO as seen below.

The following fields help in importing form/event categories.

Fields	Description
Sheet	This defines the number of sheets that are being selected from the imported Excel.
Saved Import Settings	This is a dropdown option where a user can find already saved settings mapped columns from the sheet to the fields within CMO.
Load Settings	This button helps to apply the selected predefined import settings.
Save Settings	Select this button to save the mapped column settings to the fields within CMO. The saved import settings will be displayed in the Saved Import Settings dropdown.

5. Once you have completed your mappings, select the 'Import' button. Select 'Close' to close the window.

 

Template with Example

 

Steps to Export Event Categories

1. Navigate to Admin > Roles as displayed below.

2. Select the Export button.

3. An excel sheet with all the roles will be exported/downloaded to the local device.