User manual

Importing and Exporting Members
Site Administrators can save time by using the Import/Export feature when
adding members to a site.
For example, when you import user information from your Microsoft Outlook
account list (a multi-step process), the specified information is automatically
copied to a new member record in Buzzsaw. Once the imported information
is in Buzzsaw, all you have to do is add the desired site- or project-specific
information to the new member's record.
Import user information
1 In the shortcut bar, click Site Administration.
2 Select the Members tab and click the Import/Export toolbar button,
.
The Import Export Members Wizard appears.
3 In the Action section, click Import.
4 In the File Name section, click Browse and navigate to the file you
want.
5 Use the File type drop-down menu to choose the file type you want.
Choices include: All files [*.*], Comma Separated Variable Files [*.csv],
or Tab Delimited Files [*.txt].
6 Click Open.
7 Use the Delimiter field to indicate what separator appears between
imported or exported fields of information. Options include Comma,
Tab, or Other.
NOTE When you choose Other, an additional Edit field appears. Use the
Edit field to enter the delimiter character or string you want to use.
8 Click Next.
9 Use the Import/Export mapping list and fields to match the column
heading to the selected information.
Optional: If you want to preview and confirm column heading and
information choices as they will appear after they are imported or
exported, click the Preview button.
10 Click Next.
The Select Members window is displayed.
100 | Chapter 6 Site and Project Administration