How to Import People

Prerequisites. 

• Have administrator permissions: You can view, edit, modify, and delete all portal user and configuration settings.  

How to give user permissions:  How to Give User Permissions

• Login to the portal with the following link: https://portal.mobohubb.com/ 

How do I log in? If you want to know how to log in, you can find out at the following link: How to Login to the Portal

How to Import People

Step 1.

Navigate to this panel and go to the menu on the left side of your screen, then select the “People” option.  

 

Step 2.

After clicking on the "People" button, the following view will be displayed, where we will see all the existing people. We will navigate to the "Options" button located on the upper right side, and after clicking on it, we will click on the "Import" option.

Step 3.

After clicking on the "Import" button, a new section will appear in the view. We will click on the blue "Download Template" button, and the download will begin.

Please note that it is possible to use a previously exported People file, and making small changes to it can be used again to import the information to the portal.

Step 4.

After downloading the template, you have two options: to use the template and fill out the rows with the information needed, or to use the export file as a template and just change some of the information there and import it to the target site.

Note: Each row in the spreadsheet is for a separate person.

Step 5.

Preparing the import file to be uploaded to the portal.

The import file has the following fields:

• S.No.: Number of the record
• Person ID: Unique ID generated on export.
• Account (PIN): Account name and Pin of the target account.
• Employee ID: Employee ID (Optional)
• First Name: First Name of the Person to import.
• Last Name: Last Name of the Person to import.
• Email Address: The email address of the person to import.
• Device ID: Target Device to assign to this person when importing.
• Phone Number: Phone number associated with the person or target device (Optional). 
• Note: Some notes regarding the person to import (Optional).
• Tags: A tag to assign to the person. A prerequisite is that the tag in this field must exist in the target account, or the import will fail. Note that this field can be empty, so no tag will be assigned to this person.
• Personnel Type (Device/Web App) (Based upon targeted device): This can be “Device” or “Web App” depending on the target device. It is commonly set to “Device”.
• Notify Via (Email, Push, Both): The way the user will receive notifications can be “Email”, “Push” or “Both”. This field is commonly set to email.
• Pay Rate: The pay rate of the person (Optional).
• Company: The company where the person belongs to (Optional).
• Site Contact: Contac associated with the person (Optional).
• Role: The role of the person (Optional). It can be empty, but if a value is set, it must first exist in the target account.
• Skills (multiple commas separated): Skill of the person (Optional). It can be empty, but if a value is set, it must first exist in the target account.
• Certifications: Certification of the person (Optional). It can be empty, but if a value is set, it must first exist in the target account.
• Certification Expiration: The date of expiration in format D/M/Y, if it is set, requires a certification in the “Certifications” field (Optional).
• Positions: Position of the person (Optional). It can be empty, but if a value is set, it must first exist in the target account.
• Positions Pay Rate: The position pay rate requires a position in the “Positions” field (Optional).
• Positions Overtime: The date of expiration in format D/M/Y, if it is set, requires a certification in the previous field (Optional).
• Status (Active/Inactive): The status of the person can be Active or Inactive, depending on what the importer needs.

Even though it has many fields, there are many that are not required for the import to work. Here below is a screenshot of the minimum required fields to be imported. The device ID can be empty, as mentioned before, or have an existing “Device ID” in the target account.

Step 6.

Going back to step 2, where the Import form is displayed, and with the import file prepared, you will click the “Browse” button or “Choose file” button depending on the browser used and select the import file from the File Manager on the device, lastly, we will navigate to the "Import File" button, and after clicking on it, all the people written in the spreadsheet file will be loaded.

Have more questions? We're always here to help at: [e-mail]