Calculus offers a convenient way to bulk upload users using a CSV (Comma-Separated Values) file. This feature is particularly useful for administrators who need to import multiple user profiles quickly.
While only email is mandatory, you can include additional data fields in your CSV file such as Demographic data, Visa Type and History and more. These fields, if provided, will be imported into our system and will be populated for the foreign national.
Access Bulk Imports
1. Log in to your administrator account.
2. On the left side menu, click on the Imports section and select New Import.
3. Select Individuals
4. Upon selecting Individuals, a sample spreadsheet template link is provided. This template helps ensure your CSV file is formatted correctly for import.
5. For each user record, the CSV file must include at least the following field:
- Email Address
Info: If a user's first name or last name is not provided in the CSV file, our system defaults these fields to "FNU" (First Name Unknown) and "LNU" (Last Name Unknown) respectively.
6. Once your file is ready, you can either browse for the file using the upload button or simply drag and drop the file into the designated area.
7. After uploading, the system will process the file, and you'll be taken to the Imports History page.
Info: On the Dashboard Page, User Overview, you can click on Bulk Add Button.
Mapping
Once your file has uploaded, you can find it under the Imports History tab.
The next step of the import process is to map the CSV file data to the Calculus Fields.
1. In the Actions column, you'll have the option to click Map and Map Columns.
2. You can give the Map a name for future use and start mapping your data to the corresponding fields in Calculus. The drop-down options are the imported column headers from the CSV file.
Info: You only need the map the fields and data that you included in your file. You can leave the other field options blank.
3. Once you completed mapping the necessary columns, scroll to the bottom.
4. Click Apply or Save and Apply to save this map for future use.
Ready for Import
Once the mapping is complete, the Imports History page will load.
1. Under actions, the Import button will appear.
2. You'll have three import options to choose from:
- Overwrite: Overwrites the data in the records with the import data sheet.
- Merge: Adds data only if it is missing from the records.
- Overwrite completed fields/Merge blanks: Overwrites data if it is present in the records without deleting data that is not present in the import data sheet.
Info: If this is your first import, you select any of the import options.
3. After selecting your import type, the system will ask you to confirm the import action and start processing the import based on your chosen settings.
4. The Status Column will change to Importing.
5. When the import is complete, you'll receive a notification via the bell icon.
6. Click on the results to receive a summary of the data import. You'll be notified of any errors or duplicate records.
7. The status column will update to Imported.
Info: You can refer back to the results summary under Actions column > View Results link
8. Now that your records are imported, you can view the data under User List Overview