Import certifications

• Read our tips for importing data.

• Requires only the Certification, FirstName, LastName, and EmailAddress columns to be included in the import file. All other supported columns can be added or omitted as required.

• Organisations cannot be created using the certification import. We recommend doing a contact import with the organisation details first.

• Matches and updates existing contact details if the rules for updating contacts are followed.

• The import file must be a CSV (comma delimited) file type. Use the Save as feature in Microsoft Excel to save the import file in the correct file type format.

• Open the Certifications menu item.

• Press Import Items.

• Click Download the template file and fill it in with the information you would like to import. Ensure you review the columns and rules for using the importer.

• Choose whether or not to update existing contact and certification information. Learn more about updating existing records.

• Choose communication options.

• Add your completed CSV import file to the wizard by pressing Browse.

• Press Upload Certifications to begin the import. If any errors are detected they will be displayed on-screen. 

The importer is designed to allow you to update the details of existing contacts. Arlo will attempt to match a contact being imported with an existing contact when:

• The FirstName, LastName, and EmailAddress are the same

If you choose to update existing information where a match is found and ignore empty fields is selected then if the existing contact contains data in a field and:

• The same field being imported also contains data, then the data in the existing field will be updated with the data being imported.

• The same field being imported has no value (is blank), then the data in the existing field will not be changed.

• The field is not included in the file being imported, then the existing data will remain unchanged. 

If you choose to update existing information where a match is found and, if the existing contact contains data in a field:

• The same field being imported also contains data, then the data in the existing field will be updated with the data being imported.

• The same field being imported has no value (is blank), then the data in the existing field will be deleted.

• The field is not included in the file being imported, then the existing data will remain unchanged. 

If you do not choose to update existing information, then, where a match is found, the details for the existing contact will not be updated.

The following table provides a list of columns that can be included in your import file. The table also includes any additional rules that must be followed for an import to be successful.

• Column headings are not case sensitive.

• All fields have a maximum number of characters that they will accept. Typically this is either 63 or 127 characters.

• If an import fails with an Inner Exception error, look for a field in your import file that exceeds this character limit then edit it down.