Importing data into the personnel table

Login to your SHIELD account: https://shieldbcp.com

Navigate to the “Supporting Data” component.

Select “Personnel” under “Data Tables in Your Plan”.

To import data into the personnel table, click the arrow to the right of “Personnel” on the left.

Select “Import Data Into Table”.  Note that only personnel with an email address can be added to the Personnel table.  Any personnel without an email address will automatically be added to the Supplementary Personnel table.

Select Merge

Choose the .csv file containing the list of personnel (First Name, Last Name, Known As, SMS Phone #, email address) to import into Shield.
Note: If you wish to import additional details, such as location, alternate phone #, etc., you will need to add these columns to the table before importing the data (see Modifying database columns).

Click “Next Step: Validate Data”.

Use the buttons available to match the incoming data to the columns titles in your data table.

Click “Import Data”.
If your csv file had a header row of titles or other entries without valid email addresses, you will receive a warning message that any entries that were not valid email addresses have been placed in the Supplementary Personnel table.
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