Page 78 - Administering the System Participant Guide (SDL)

Tour Highlights

• Review the fields of the Person import template
• Run a Person import
• Recalculate Cost Rates occurring off dilution boundaries

Activity 16.4 – Updating Person Cost Rates via Admin Import

MYCO has market-corrected their salary bands, resulting in pay raises for
several employees. The Product Management department and subdivisions will need
their Cost Rates adjusted as a result. Rather than updating them individually for each
member of each team, a pre-filled Person import will be used to update them all at
once. Log in as system Administrator, Ralph Durbin (rdurbin/welcome).

Activity Steps

1. Navigate to Admin > Import.
2. In the Type of Import field, select “Person” from the dropdown list.
3. In the File to Import field, press Choose File and upload the completed template
“admin_import_people_cost_rate.csv”.
4. Select “Errors” from the Output Options.
5. Press Import.
6. Review the status report to identify and correct any errors in the import file.

Check your understanding

Why does Unanet recommend marking exported data as Extracted?

a) To prevent data from being exported again
b) To ensure no further changes are made to the data
c) To identify which data has already been exported

How does the system handle imported data when data already exists in the
designated field?

a) The existing data is erased
b) The new data overwrites the existing data
c) The system will ignore the imported new data

Lesson 16: Executing Imports and Exports ©2021 Unanet. All rights reserved.
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