This tool allows an organization to import Resources from a Excel file into your Synergy database.
This functionality is perfect to use when you are beginning your Synergy implementation process and wish to add this new information into Synergy.
An Excel spreadsheet is created with data on these new Resources. This spreadsheet includes the fields that can be selected for the metadata to be stored properly within each account.
A mapping of data from the database and the Excel spreadsheet is used.
When imported into Synergy using these fields, new resources will be created. Resources already in Synergy may be updated with new information, if desired.
Resources can be imported by a System Administrator or other Resources that have the rights for this importing process. Templates can be built to allow similar Excel sheets to be uploaded without re-mapping of fields.
Standard Resource free fields and GLM System’s free fields may be used within the importing process.