Skip to content
Log in
  • There are no suggestions because the search field is empty.

Import Role History

Summary

The Import Role History feature allows administrators to bulk import the role history of users. Multiple role history entries can be added for a single user, but each entry must have a unique effective date. This import process will not affect the existing active roles, as it logs the new data as role history.


In this article

  • Before you begin
  • Step 1:  Access the Import Role History section
  • Step 2:  Download and fill the template
  •  Step 3: Upload the filled template
  • Step 4:  Handle validation errors
  •  Step 5: Verify the imported role history
  • Frequently Asked Questions (FAQ)

Before you begin

  • You must have admin permissions for the Import tab to access the Import Role History feature.
  • Ensure the email IDs used in the import belong to existing users on the platform.
  • The effective date for each role history entry must be unique for a given user—duplicate effective dates for the same user will result in an error.
  • All fields in the template are optional; you can choose to import only the necessary data.
  • Please note: The imported role history will not affect any existing active roles. The new data will be logged as historical information while the current active role remains unchanged

Step 1. Access the Import Role History section

  1. Log into your Plumm admin account.
  2. Navigate to the Import tab from the main dashboard.
  3. Click on Import Staff from the drop-down menu.
  4. Select Import Role History from the options.

Step 2.  Download and fill the template

  1. In the Import Role History section, click on Download Template.
  2. Open the downloaded Excel file.
  3. Fill in the role history data for the users, ensuring the email IDs correspond to existing users.
  4. Enter the role details and effective dates. Make sure each role history entry for a user has a unique effective date (duplicate dates will trigger an error).
  5. Save the filled template once all necessary data has been entered.

Step 3. Upload the filled template

  1. Return to the Import Role History section in Plumm.
  2. Click on Upload Template.
  3. Select the updated Excel file from your device.
  4. Click Upload to begin the import process.

Step 4.  Handle validation errors

  1. If there is an issue with the data (e.g., duplicate effective dates or incorrect date format), a validation error will appear.
  2. Review the error message provided (e.g., "Duplicate effective date for user" or "Incorrect date format").
  3. Correct the errors in the Excel file (ensure the effective dates are unique and the date format follows the correct pattern).
  4. Re-upload the corrected file.
  5. You may choose to skip errors, but be aware that skipped errors will not be imported to the user's profile.

Step 5. Verify the imported role history

  1. Once the file has been successfully uploaded and the errors have been resolved, the role history data will be updated in the system.
  2. You can verify the updates by checking the affected users' profiles and confirming that the role history information is reflected correctly.

Frequently Asked Questions (FAQ)

1. Can I use the same effective date for multiple role history entries for the same user?

No, the effective date for each role history entry must be unique for each user. If the same effective date is used, an error will be triggered.

2. What happens if I skip an error during the upload process?

 If you skip an error, the data associated with that error will not be imported into the user's profile. It is recommended to fix errors before proceeding.

3. What if I encounter a date format error?

 If the date format is incorrect, the system will display an error. Ensure the date format follows the system’s required format (e.g., DD/MM/YYYY).

4. Can I import role histories for new users?

No, only existing users with valid email IDs can be included in the import. New users must be added to the platform before their role history can be imported.
 

5. Will the imported role history affect an existing active role?

 No, the imported role history will not affect the user's active role. The data will be logged as historical information while the current active role remains unchanged.

6. How can I verify that the role history import was successful?

After the import, you can check the user profiles to confirm that the role history has been updated. The data should reflect the changes made in the template.