Member / Member Role Import (DRAFT)
LearningBuilder provides multiple ways of importing Member
and Member Role
data. This page lists them all from a high level.
TODO: Finish this chart
Functionality | Member Profile Upload | Member Role Import |
---|---|---|
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 | ||
Update existing | ||
Create new | ||
Update existing | ||
Add new | ||
Create a new | ||
Include multiple | ||
Create/modify Addresses | ||
Create/modify Phone Numbers | ||
Create/modify Aliases |