Export/Import Roles

Summary

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

Prerequisites

Excel sheet with data
Admin access

Import Roles

Steps to Import Roles

Navigate to Admin > Roles as displayed below.

2. Select 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 requirement

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

The following fields help in importing a 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, you select the 'Import' button. Select 'Close' to close the window.

Template with Example

Export Roles

Steps to Export Event Categories

Navigate to Admin > Roles as displayed below.

2. Select Export button.

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