To get started, go to the Resources module at the top
Once you're in the Resources module, click on the "Import" option, and from the dropdown menu, select "Import Contacts."
After selecting "Import Contacts," you will be directed to the import screen, where you'll perform the necessary actions.
Now, open your Excel file, which contains the resources you intend to import into Unifi.
Within the Excel file, select all the resources, and copy them to your clipboard.
Having copied the resources, switch back to Unifi and paste them into the corresponding section.
Once the resources are pasted, make sure you carefully verify that all the data is correctly mapped.
Check if the resources you wish to import have a tick next to them, indicating their selection status.
With the selections made, click on the "Save" button to execute the import process.
After a successful import, the ticks next to the resources turn green, indicating the correct saving of data. Click on "Close." to exit the import screen.
To validate the import, perform a search for one of the newly imported resources within the list.
top of page
bottom of page