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Overview
The People Finder feature in AppicalNow helps you provide new hires or course users with easy access to key contacts within your organisation. If you need to add many people to the People Finder at once, the bulk import function allows you to upload a pre-formatted CSV or Excel file. This saves time compared to adding individuals one by one, ensuring quick and efficient population of your People Finder.
Example
For instance, when onboarding new employees, you can upload an entire list of contacts such as managers, HR representatives, and department leads. By doing so, you provide instant access to their names, roles, and contact details, making it easier for new hires to connect with relevant team members.
📌 Important Notes
Ensure the file uses the same structure as the sample template to avoid errors during import.
Only the First Name and Last Name fields are mandatory.
Using categories allows you to organise contacts effectively for your users.
Step to bulk import for people finder
→ Open the People Finder in the Editor
Navigate to the People Finder menu item in the Editor.
Click on View to open the People Finder feature for your selected course.
→ Access the Import Option
Click on Import to open the bulk upload menu.
A pop-up window will appear with further instructions.
→ Download and Edit the Sample File
Click Download Sample File to download a preformatted template.
Open the file on your computer.
The template includes the following fields:
Column A: First name (mandatory)
Column B: Family name (mandatory)
Column C: Job title
Column D: Department
Column E: Description
Column F: Phone number
Column G: Email
Column H: Twitter ID
Column I: LinkedIn URL
Column J: Facebook URL
Column K: Instagram username
Column L: Skype ID
Fill in the required and optional fields based on your preferences.
Note: If a field isn’t needed, leave it blank.
→ Select a Category
Use the dropdown menu labeled 'Category' to assign a category to your imported users (e.g., "HR Team," "Marketing," etc.).
For guidance on creating categories, refer to our article: How to create categories for your menu items.
→ Import the File
Click 'Import' to upload the CSV or Excel file.
The system will process the file and add the listed users to the People Finder.
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