Use the profile import tool to add new profiles and make bulk updates to existing profiles from a single Excel file. A profile import is the quickest way to do both at the same time.
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Formatting your import file
Format your file before you import it. A properly formatted file includes a header row that names your attributes, with profile information in the rows below. It also includes a column containing your key field—an attribute that is unique to each user in your database. We recommend the [Username] attribute. For more about attributes, see Built-in attributes.
If your file contains multi-select selection sets, separate each value in the cell with “||”. To create that set of characters, hold the Shift key and press the backslash (\) key twice.
The import tool accepts .xls and .xlsx files. If your file is a different type, or it fails to upload, save it as a .csv file. Then save it again as an .xls or .xlsx file and try the upload again.
Importing profiles
Go to Database > Profile Import.
Step 1: File Upload
Select Upload An Excel File, then select the file from your computer.
After you upload your file, select one or more import actions:
- Add new profiles
- Update existing profiles
- Delete existing profiles not found in the uploaded file
Select Continue.
Step 2: Member Types
In the Member Type Column dropdown menu, select the member type column from your file. This tells the system which member type to assign each profile. If you selected Add new profiles in step 1, also assign a Default Member Type. The import assigns this member type to any profile in your file without a member type specification.
Then, map the member types from your file to the member types in your database. Each member type from your file appears beside a dropdown menu containing the existing member types in your database. If your member types don't match, import your members into a different member type.
Step 3: Groups
In the Group Column dropdown menu, select the group column from your file. If you select a column, map the values below. If your file doesn't contain a group specification, each profile defaults to the group that corresponds to its member type.
Select Continue.
Step 4: Key Field
Select your key field. The key field must be unique for each user—you can't use the same username for multiple profiles in your database. We recommend the [Username] attribute. After you select a key field, map it to an attribute in your database.
Select Continue.
Step 5: Built-in and System Attributes
Map the columns in your file to the built-in and system attributes in your database.
In each section, select the columns from your file that fill in the matching attributes. For example, to generate the contact name from separate first and last name columns, select each attribute in order: first name, then last name. The import fills in the contact name attribute with this data automatically.
Select Continue.
Step 6: Custom Attributes
Map any custom attributes in your database. Custom attributes differ for every organization, so your values differ from the examples shown here.
The Custom Attribute column lists the custom attributes in your MC Professional database. The Column from File column contains dropdown menus for selecting the matching attributes from your file. Map each custom attribute, then select Continue.
Step 7: Summary
The final step summarizes everything you selected in the previous steps. If everything looks correct, select Import. To make changes, select Back.