7 results found for tag 'import'
InfoCapture best practices: Administrator top tips
InfoCapture is a substantial and powerful tool that can manage your information processes effectively when used correctly. We appreciate there is a lot to get to grips with in InfoCapture and its pa...
0 comments • 1 person liked this • Last modified on 5 November 2024 in InfoCapture
Documents: Bulk Import
Please check the advice below before proceeding If your site is self-hosted (your team hosts the site on-premise) bulk document imports can be performed by your team following this guide. If any hel...
0 comments • 1 person liked this • Last modified on 24 October 2024 in Documents
CSV: Updating user profile fields
In this guide, we will outline the process of exporting & updating profile fields by importing a CSV file in the People application. Using this method will update any profile field you require a...
0 comments • Last modified on 1 December 2023 in People (Staff Directory)
Working with CSV file
What is a CSV file? A Comma Separated Values (CSV) file is a plain text file that contains a list of data. These files are often used for exchanging data between different applications. It's a ...
1 comment • 1 person liked this • Last modified on 30 November 2023 in Advanced Guides
Bulk Import Training Records
Objective Bulk importing training records is useful when you have a large number of records to populate the system or your simply performing a bulk update of many training records within your compan...
0 comments • 1 person liked this • Last modified on 1 December 2023 in Learning & Courses
Creating a large form via CSV import
When creating a large form with many fields, it can be quicker to add the fields via a CSV, instead of individually creating fields in the usual fashion. This can also be used to copy a form between...
0 comments • 2 people liked this • Last modified on 19 July 2023 in Advanced Guides
Bulk Import and Update Issues via CSV in InfoCapture
Introduction It's possible to bulk import issues into an InfoCapture project. This is useful when existing data is elsewhere and it's wished to move it to InfoCapture. Ticket information c...
1 comment • Last modified on 21 December 2023 in Advanced Guides