Scenario Process - Staff List - 2. Check and Import

HOW TO:

1. Download spreadsheet to your computer as an .xlsx doc
2. Go to sysadmin staff list link: https://creatorapp.zoho.com/100rails/goscaffold/#Report:SysAdmin_Staff_Lists_v2
3. Filter for the company name you are working on
4. Click on the hamburger menu on the right hand side and click Import
5. Drag and drop your staff list file the local storage icon on screen 

   
   

   

6. Match up your fields with the fields in Scaflog: (see recording for this)
7. Close that box and then open settings and where it says "On Import Error" to select "Do Not Import Records" 
8. Close that box and click IMPORT
9. If it works you can choose to see the data, if you have errors, don't import and view errors