This article applies to all CSV templates that you can download from Rydoo.
Below are the steps on how to fill in and upload a CSV template:
Step 1: Download the CSV Import File
1.1 When adding users/groups, you can download the appropriate CSV Import file from the Rydoo platform, for you to fill in. Here we will use the 'Upload Users' CSV file.
1.2 Click Download it here
Depending on your computer's settings, the file could look like the image below.
Step 2 (OPTIONAL): Change Header from Text to Column
This step can be skipped if the data has been formatted into columns (comma-separated values format). Again, this depends on the type of computer you use and its format.
2.1 Select the first column and Go to Data.
2.2 Select Delimited and go to Next page
2.3 Check/Mark Semicolon and Finish.
Step 3: Fill in the Data
All Rydoo CSV files have examples listed on the second row. Administrators can use it as a reference when entering the details. After completing the file, do not forget to delete the sample row. Finally, save the file as UTF-8 CSV so that special characters are imported correctly when uploading this file in Rydoo.
- Ensure that Branch Name, Group Name and Projects (if applicable) are exactly the same as what is present in the Rydoo platform
- Keep the header format as it is
- Leave the columns blank if you won't use them (some are obligatory)
Step 4: Replace comma with a semicolon, to convert the file back to CSV UTF-8 format to avoid error when uploading the CSV template.
Note: If Step No. 2 is skipped, you may also bypass this step.
4.1 Locate the Saved file and Open with Notepad
4.2 Click Edit > Replace
4.3 Click Replace All
4.4 Click Save
Step 5: Upload CSV Import File
Ensure that the file is saved still in CSV UTF-8 format. Locate the page accordingly and click Upload File.
Step 6: Check the Results
The upload might take a few minutes to be completed. Please do not close the browser without the result banner.