This reference describes the columns in the Entity Manager CSV file used to import and export staff.
Columns
| Column | Description |
|---|---|
| External ID | The staff member's identifier. Required. Import matches each row to an existing staff member by this value. |
| Name | The display name. Optional. |
| Staff Role | The Staff Role, by name. The role must already exist in Company Settings. |
| Groups | Group membership, as a comma-separated list of group names. |
| Tag Status | The Smart Badge's state, such as Online, Lost, or Not Assigned. |
| Tag ID | The assigned Smart Badge's identifier. |
Import
- Download the template with Get template in the Import wizard. The template includes the required columns and the optional columns.
- The wizard flags any missing required columns and any rows with errors before the import runs.
- Each row is matched to an existing staff member by External ID. A new External ID creates a new staff member; an existing one updates that staff member.
Row error reasons
If a row cannot be imported, the wizard reports the reason. Common reasons:
| Reason | What it means |
|---|---|
| Required field | A required column is empty. |
| Entity Type / Entity Type Not Found | The Staff Role is missing or does not exist. |
| Entity Type Missing Attribute | A setting the Staff Role marks as required is not filled in. |
| Device / Device In Use / Device Not Found | The Smart Badge is missing, already assigned, or not in your account. |
| External ID | The External ID is missing or not valid. |
| No Access | Your role does not allow the change in that row. |
Export
- Export includes only the staff shown by your current search, filters, and sort order.