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4. Import Members
The iPhonebook user can import either one new member at a time or import a group of members using a csv file
- Each member must have unique email address and phone number for the import to be successful
- Imported members are by default not associated with the corporate group
- Corporate administrator adds the member to the group
- Corporate admin can only see or manage the members from same domain
- The System identifies domain from corporate admin’s registered email address
4.1 Member File Format
Order of the fields of the file to import members
- First name, last name, email address, password, mobile phone number, pin number
- Email address is arbitrary, used by Remoba as an identifier
- Default Password will always be “password”
- Default Pin number is the last four digits of the mobile phone number
- Use the same order for your CSV file format that you wish to import
4.2 Importing Members
1. Get the names and phone numbers
The numbers may all be in one field, separate the numbers in excel so that the last name and first name have separate fields
2. Get the email addresses
If no emails then set up the email addresses with FN, LN@whatever.com (see their admin structure)
3. Set password (suggest all the same as password)
4. Set up the last four digits of the phone numbers as their pin number
4.3 Finding the Remoba csv template
- Log into your corporate account through www.remoba.com
- Go to Corporate Account tab
- Click on import members button
- Click on csv file template and open template
This is the preferred template to download members
4.4 Importing Member Accounts Screen
4.5 Importing Members into Corporate Account
- Go to Corporate account, and corporate account tab
- Go to Import Members button
- Import,
- Browse to location where csv file is saved
- Click Import now
4.6 Set up Properties of Member Accounts
- Login to the admin account and set the following properties under "Options"
- Name order – F,L or L,F
- "1" should not be prefixed – ask them but default is "no"
- Set carrier name
- After members are imported
- Do they want to allow certain members to have ‘personal sync’
- Do they want auto sync settings
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