Importing
People
team
yell
Importing people from a spreadsheet
Organising people & events
When creating a group it may be useful to import a list of the people from a spreadsheet.
The spreadsheet must be in a specific format. A sample spreadsheet is shown below and can be downloaded
here
.
Some notes about the spreadsheet:
Worksheet Name
:
The worksheet name must be "People".
In the above image, the worksheet name is shown in the bottom left-hand corner.
Column Headings
:
The first row in the "People" worksheet must be the Column Headings.
The
order
of the Column Headings is not important.
The
case
of the Column Headings is not important (so FirstName is the same as FIRSTNAME).
FirstName
:
This column contains person's first names. This column must exist.
Only rows where the first name is specified will be imported.
Other Columns
:
All the other columns are optional - they don't have to exist and if they do exist, they can contain blank cells.
The supported columns are: LastName, EmailAddress, MobilePhone, HomePhone, WorkPhone, Address & Notes.
Each of these columns is described in detail
here
.
Existing People
:
Before importing a row, teamyell checks to see whether the person already exists. If teamyell finds an existing person with the same FirstName and LastName then the row is
not
imported. This means that if the same spreadsheet is imported twice by mistake, the second time no new people will be added.
my area:
my profile
my roster
people:
editing
categories
fields
importing
access
events:
calendar
editing
types
rosters
rostering
importing
messages:
yelling
other:
group profile
portal:
overview
settings
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event
calendar
roster
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