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Functionality

Member Profile Upload
(legacy)

https://heuristicsolutions.atlassian.net/wiki/pages/resumedraft.action?draftId=1462567021 Member Role Import
(new in 10.4)

Configure validation rules and expected columns in the upload file

Sys Admin must edit XML configuration files

Administrator configures a Data Import Step on a Grant Role Workflow

Execute custom business rules as part of file upload

(error)

(tick) Admin adds Behaviors to Data Import Step on the Grant Role Workflow

Create/modify Member data without providing any Role identifiers

(error)

(error)

Update existing Member

(tick)

(tick) via Update Owner Profile Behavior

Create new Member if none exists

(tick)

(tick)

Update existing Member Role

(tick)

(tick)

Add new Member Role to an existing Member

(tick)

(tick)

Create a new Member and add a new Member Role at the same time

(tick)

(tick)

Include multiple Roles in the same file

(error)

(tick)

Create/modify Addresses

(tick)

(error)

Create/modify Phone Numbers

(tick)

(error)

Create/modify Aliases

(question)

(error)