When you want to record exemptions for many users at once, you can use the import function. This article explains how to import exemptions in bulk using a file.
Requirements
- You need the following rights to import exemptions:
- Admin_Import__importmodule — access to the import module.
- Admin_imports_exemptions — access to this specific import.
- Admin_add_exemption — permission to create exemptions.
- The import file must meet the required format.
Prepare the import file
Always download the official template first from the import page (Administration > Administration > Imports, then under Users, select Certificate Exemptions).
The template contains the following columns:
| Column | Description |
|---|---|
| Certificate Definition code | The code of the certificate definition for which the exemption is created (required). |
| User code | The user's linking code (required). |
| Date Obtained | The date on which the exemption starts (optional, dd-mm-yyyy). |
| Date Expires | The end date of the exemption (optional, dd-mm-yyyy). |
| Remark | An explanation, such as the reason for the exemption. |
Note: It is essential that you do not change the cell properties in the template. Make sure that the user codes and certificate codes exactly match the codes in the system.
Import exemptions
- Go to Administration > Administration > Imports > Users > Certificate Exemptions.
- Click Download template to download the correct import file.
- Fill in the template with the correct data, but do not change the cell properties.
- Click Browse and select the completed import file.
- Click Save to process the exemptions.
- After the import, you can find the progress at the top of the window.
Check the import results
After the import, you can check the results:
- Successful — The number of exemptions created.
- Skipped — The number of rows skipped because of errors, such as an unknown user code or certificate code.
- Errors — Any error messages with an explanation.
Frequently asked questions
What file format must the import file use?
The import file must be an Excel file with the required columns. Check the exact requirements in the import screen.
Are existing exemptions overwritten by a new import?
No, the import only creates new exemptions. Existing exemptions for the same user and certificate are not overwritten.
Can I undo the import?
No, you cannot undo a completed import in one action. You can delete exemptions individually from the user profile.