Importing from excel - Step 1

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  Qsoar Installation And Configuration Guide ›› List of steps to take when creating a new site from an excel import ›› Importing from excel - Step 1

Now select on the Admin page and Click on 'Excel In Out' button (or from the menu 'Admin' - >'System'  -> 'Excel In Out').

In the Upload excel file panel, browse to select the QSoar import excel file you have created.

Upload the selected file.




Now select the 'Display Import' button for 'Positions' (QSOAR-Positions) which will be the first sheet with a 'Display Import' button.


If the details are not correct, or errors are shown, edit the excel spreadsheet to correct, press the 'Re-select file button', browse to select the QSoar import excel file you have created, and Upload the selected file, and click on the 'Display Import' button for Positions again.

If the details are correct press 'Save/Commit'.



Now press the 'Select another Worksheet' button.

Now select the 'Display Import' button for 'Persons' (QSOAR-Persons) which will be the second sheet with a 'Display Import' button.

If the details are not correct, or errors are shown, edit the excel spreadsheet to correct, press the 'Re-select file button', browse to select the QSoar import excel file you have created, and Upload the selected file, and click on the 'Display Import' button for Persons again..

If the details are correct press 'Save/Commit'.


So far you have imported:

QSOAR-Positions

QSOAR-Persons.


Repeat these steps for:

QSOAR-Locations

QSOAR-OrgUnitTypes

QSOAR-OrgUnits


And stop.