Agency Blog

Product Updates & Industry News

Importing Records

The following tools will help bulk import records.

Note: Do not use this tool if you already have a data loaded for specific profile(s). If a profile is already loaded, you need to manually edit the data by going into the profile manager.

Step 1
Download the template and load your profile data into this file to import into the database.

1. To start importing, go to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

2. Click “Export Now” button.

3. Select the “Download Template” radio button.

4. Select format from the dropdown e.g. XLS

5. Click “Export Now” button.

6. See sample template below. Rename as desired.

Notes:
– Do not re-order the first 17 columns in the template.
– Birthdate format should be YYYY-MM-DD
– Use ID number for ProfileIsActive column

ProfileIsActive ID Number:
– Inactive = 0
– Active = 1
– Archived = 2
– Pending Approval = 3
– Active – Not Visible On Website = 4

– Use ID number for ProfileType column. To get the ID number, click the Profile Type and copy the number in the URL
e.g. https://yourdomain.com/wp-admin/admin.php?page=rb_agency_settings&action=editRecord&DataTypeID=1&ConfigID=4
See DataTypeID=1 which means the ID number is 1

7. Input data for import in the template.

8. Remove the sample data before you import.

Step 2
Upload the model profiles into the database.

1. Go back to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

2. Click the “Import Data” button.

3. Select file from your computer.

4. Click “Read Column Head” button.

5. Make sure the Column Head matches with the Labels.

6. Click “Import Data” button.

7. Successful import will show you the notification screen.

Step 3
Check that all profiles have folder names generated.

1. Go back to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

2. Click “Generate folder names for profiles” button.

3. If you see the “Good to go! No changes needed!” text, click the “Back to Overview” button to continue to Step 4.

Step 4
Check that all profiles have folders created on the server. This will determine if a profiles profile exists. Green profiles indicate that the model has a folder linked correctly where red profiles indicate that a model does not yet have a folder created for them yet.

NOTE: That spelling errors could make it seem that a folder does not exist, please check the report above to find folders with no profile assigned which may need to be renamed.

1. Go to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

2. Click “Create folders for all profiles” button

3. If you see the “Good to go! No changes needed!” text, click the “Back to Overview” button to continue to Step 5.

Step 5
Use this tool to sync the images & media to the database.

1. Login to your ftp.

2. Locate the /wp-content/uploads/profile-media folder

3. Select the profile folder and upload the files directly.

4. Go to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

5. Click the “Scan Folders for Images/Media” button

6. All “PENDING ADDITION TO DATABASE” are the new files uploaded via ftp. Click the “Add All Pending Changes” button.

7. If successful, you will see the green “added to database” text next to the file.

8. Click the “Back to Overview” button to continue to Step 6.

Step 6
Identify which image is the primary image for each profile.

1. Go to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

2. Click the “Set Primary Profile Image” button

3. Click the radio button next to the photo you want to set as Primary.

4. Click “Submit” button.

5. If successful, the “Primary Images Saved!” notification screen will show up .

6. Click the “Back to Overview” button to continue to Step 7.

Step 7
If you have RB Agency Interact plugin installed, you may generate login and password for profiles which has been uploaded via importer, using this tool.

1. Go to: Admin Dashboard » RB Agency » Tools & Reports » Importing Records
https://yourdomain.com/wp-admin/admin.php?page=rb_agency_reports&ConfigID=12

2. Click the “Generate Logins / Passwords” button.

3. Select the users you want to generate login.

4. Click the “Generate” button

5. The new login will show in the box

Note: You can customize the message. Just click the “Edit Email Content” button. A pop up will open. Edit the text. Do not delete the shortcodes. Click “Save” button.

6. Click the “Send Email” button to send new login.

7. Green check means the email with login is sent to the email specified.

The recipient will receive the email. See sample below:

Comments are closed

Reviews

by Liza Elliott-Ramirez on RB Agency
Thank You! Thank You! Sending you both love and light!

Rob and Anne, I cannot thank you enough for rallying for me. I appreciate you both more than words can express right now! I’m so thankful for all that you have done and continue to do to help me with the site. Rob, Thank you for listening to me and holding my hand the other day. It’s been a bit of a challenge out her in LA-Between personal then all the fires, I’m traumatized! Thank you so much for your generosity in spirit!! I really mean that! Anne, You are awesome, amazing and just lovely. Thank you so much for walking me through all the ins and outs of your ever so complicated yet intriguing job. Please just tell me what I need to finally go 100% with your platform. I’m most definitely will listen to all of your guidance so this never happens again. Wake up call, for sure. Sending you both love and light! Have a beautiful day/night!

by Maria DeSantis on RB Agency
Thank you so much!

You guys are a great team and the software and support is top notch!

by Susan Applegate on RB Agency
The Best!

I would like to thank you Rob and your team for all the effort you made to get me up and running. You really are the best and I love your product. It gives me all the functionality I need and now that the glitches are ironed out...I'm thrilled with it.
If I can ever do anything for your company, I'd be happy to do so. I appreciate the great service.

Page 1 of 6:
«
 
 
1
2
3
 
»
 
Copyright © 2008 - 2013 Rob Bertholf. All Rights Reserved.