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1.2.2 Usage Scenarios

Usage Scenarios

This manual takes "Job Title" in "Org Mgt" as an example to demonstrate how the business side can perform data import and export.

Import/Export List:

Portal Diagram

Figure 1.2-1 Import/Export List

  • When importing, select the download template.
  • Users can choose an existing template or create a new one (Only users with import/export mechanism permissions can create templates).
  • After downloading the template, fill in the data in accordance with the template and field descriptions.
  • Upload the template data, select the import mode, and click "Import".
  • Add Import: Add only, checks for duplicates based on duplicate check field, and skips if duplicates exist.
  • Update Import: Update only, matches based on condition field and updates if matched, skips if not matched.
  • Add and Update Import: Update if condition fields match, add if condition fields do not match, and skip if duplicate check fields match.

Export Job Title

Select Job Title data, then click "Export". Allow to export selected data, all, or X records starting from page X. Allow to select custom field templates, or existing templates.