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 https://heuristicsolutions.atlassian.net/wiki/spaces/DOCS/pages/1477869916

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