Creating Data Import Templates from the Authorisation Centre

You can create an empty file, or import template, to populate with your data ready to import into the software using:

System Setup Authorisation Centre Workbench.

From the Source drop-down menu, click Standard Authorisation and the file you wish to create a template for, e.g. Appraisals.


Click the Authorise tab and click Template.


Name the output file with .csv suffix, e.g. Appraisals.csv.


The resulting file created has two rows of headings. The first row is a meaningful Description and the second row is the actual database field name, the Field Header.


The template can now be populated with data using e.g. Excel. The first row (of meaningful descriptions) must be deleted before you import the data. Remove any unpopulated columns from the template prior to importing.