Using the Import Button

The Import button in the Tool Bar provides a specialized shortcut to the Import Module. Please note that this is an administrative feature; if your user role does not have the required permissions, this icon will not be visible in your Tool Bar.

Accessing the Import Tool

To begin, click the Import icon in the Tool Bar.

Instead of taking you to the main Import Module menu, this button skips the standard navigation and takes you directly to the "Run Now" screen. This shortcut saves time by pre-setting several conditions:

1. Form-Specific: The tool automatically filters the available import configurations to show only those belonging to the form you are currently viewing.
   
2. Filter-Specific: The import is automatically limited in scope to the specific records you have currently filtered on your Home Page.
   
3. Record Count: At the top of the screen, you will see a count (e.g., Person: 100) which displays exactly how many records are included in the current import based on your Home Page filters.
   

Important Note: A normal "Run Now" execution within the main Import Module has no filters and will attempt to import data for all people and records. Using the Import button on your Home Page is the only way to trigger an import that is specifically restricted to your currently filtered list.

Running Configurations

While the tool is pre-filtered for your current form, you still have full control over which data is processed:

1. Multiple Configurations: If there are multiple import configurations available for your current form, you can select one or more from the Import Options menu.
2. Standard Controls: The rest of the screen functions like a standard manual import, allowing you to choose your Alias Options, Record Creation Mode, and whether to Import Blank Values before clicking Execute.
3. Bypassing the Main Menu: This shortcut allows you to execute these imports immediately without having to search through the full Import Module for the correct configuration.

Looking for more?

For detailed instructions on how to select a configuration, upload your file, and map your data fields, please refer to our guide on Running a Manual Import.

• Related Articles

• A Quick Tour of Your Home Page

  Think of the Home Page as your daily workspace. This guide breaks down the different zones so you can find what you need quickly and navigate your Clevr Home Page with ease. The Global Navigation Bar The blue bar at the very top of your screen is ...

• Generating Reports from the Home Page

  The Reports menu allows you to generate pre-designed documents using the records currently filtered on your Home Page. Clicking the icon reveals a list of available reports; if the button is disabled, no reports are currently assigned to the form you ...

• Customizing Your View with Columns

  While searching helps you find the right people, Columns allow you to choose exactly which pieces of information you see about them in your record list. Customizing your columns ensures that your Home Page displays only the data that is relevant to ...

• Creating and Managing Saved Searches

  If you find yourself building the same search every morning—like looking for all "Active" students in your specific homeroom—you can save those rules so they are ready for you the next time you log in. This saves you the effort of rebuilding complex ...

• Adding and Archiving Records

  Adding Records The Add experience is a centralized way to bring new people into your record list. This process uses a popup that allows you to search for individuals and manage their presence at your current location while preventing duplicate data ...