Add multiple community members by CSV import

Import community members into your MRI OnLocation account using a CSV file. You must have the  Administrator user role to add community members.

How it works

If you have an existing list of community members or many new community members you want to add to OnLocation, import them using the CSV template. If you have a single community member to enter, add them manually.

If you need to record information not included in the default member fields, add custom fields to your account (Link to Add custom fields to your community profiles). Once you’ve added your fields, download the import template, it will contain both the default and custom fields. 

This article covers:

Prepare your member list

Download the template

If you don't already have a member list, download our template:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select your community profile.
  3. Click Add Members.

    Csv_import.png
  4. Click Download the Import Template.
  5. Open the file on your computer and save it as a CSV UTF-8 file.

Add your members to the template

The only default information that is required is the Full Name field. All other fields are optional. If you have added mandatory custom fields, you must complete this information in the template.

You do not need to enter information for headings that do not apply.

Default fields include:

  • Full Name - The member’s full name.
  • Email Address - The member’s email address. This is used to receive notifications and messages from OnLocation.
  • Mobile Number - The member’s mobile/cell phone number. This is used to receive SMS notifications from OnLocation.
  • Title - The member’s job title.
  • External ID - If applicable.

Once you have entered all the necessary information for your members, save the template as a CSV UTF-8 file. 

Import the member list

Once you have prepared your CSV file, it’s time to add your members to your OnLocation account. 

To import members:

  1. Go to Locations, then select the location from the drop-down list.
  2. Select your community profile.
  3. Click Add Members.
  4. Click Import List from a CSV File
  5. Click Select CSV File, select the CSV file, then click Open.
  6. Click Upload CSV File.

    Upload_csv.png
  7. Check that the columns in your CSV file are matched correctly, if you've used our template this should happen automatically. Click Submit for Validation.

    Csv_import_2.png

  8. Click Confirm, then click Close.

Your members will be automatically added to this location with the details entered.

Common CSV import problems

If you receive an import error when uploading your template, check these suggestions to see if you can fix the issue:

  • Duplicate email addresses - All email addresses in the CSV file must be unique to be imported. These must also be unique from all email addresses currently being used in any OnLocation account.
  • Incomplete sections - If using the induction, certification, or token sections, all columns must be filled in for that member to import. For example, if you enter a certification name, you must also enter when it was completed and when it expires.
  • Not set up in OnLocation - Some elements or fields must match a corresponding element or field already set up in OnLocation. Custom fields, the Location, Department, Certification Name, Induction Course, and Token Type must be set up in OnLocation before being added to the member's profile during an import.
  • Not a CSV file - The import file must have the file extension of .csv to be imported into OnLocation. Any other file extension will not import.