Resources - Resource Assignments Import


The Resource Assignment import enables bulk creation of new Resource Assignments and the update of existing Resource Assignments*. ​

  1. Click Settings > Import > Resources.
  2. Create and save a Resource Assignment file as per the Example File formats on the Import page.
  3. Select Choose File for the Resource Assignment File.
  4. Navigate to the location of the import file and select Open.
  5. Once loaded, select Upload.
    • Any errors in the data will cause the import to fail. Errors and warnings will appear in an import error screen.
    • Any data errors will need to be corrected in the original file and reloaded.
  6. If no errors occur or warnings are accepted, click Apply Changes to import the Resource Assignment file.
  7. Bulk changes to your Resource Assignments can also be imported.
    • Export the existing people records and create an import file as above containing all required changes.
      Note: The UUID of the Resource must be in the file.
  8. Load the Resource Assignment File containing modifications as per the steps above.

* Refer to Create-Assign Resources guide for details on creating and assigning individual resources and for further information