Member / Member Role Import (DRAFT)

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

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

Create/modify Member data without providing any Role identifiers

Update existing Member

via

Create new Member if none exists

Update existing Member Role

Add new Member Role to an existing Member

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

Include multiple Roles in the same file

Create/modify Addresses

Create/modify Phone Numbers

Create/modify Aliases