Importing and exporting personal data from the platform.

Personal data can be loaded into GEST from outside the system. For example, if you have compiled the contact information of invited guests in a separate file, you can easily import all people into the system at once instead of having people add themselves using a form or entering each person's information individually.

Data in GEST can also be exported. 

 

Importing data into GEST

You can import files via the Import tab on the right side of the person group view.

To import data into GEST, you must first download a spreadsheet template that shows the form fields. Complete the spreadsheet and upload it back to GEST, where the system will import the person's data into the person group for management.

Downloading a CSV table to your computer

1. Choose a separator character (good rule: comma = PC/semicolon = Mac). 
2. Download the base
3. Open the file in your preferred spreadsheet program. 
4. Complete the table with the necessary information.
5. Save the completed table to your computer. In CSV format. The CSV format is essential, as the table can import data in that format. For example, if you save the table in Excel format, the data will not be imported into the system. 

NOTE.

• Different spreadsheet programs use different separator characters, so if your table looks wrong after you fill it in, try changing the separator character. The separator character affects how the data is arranged in the columns of the table (e.g. in a box, or in its own columns).
• Different spreadsheet programs also behave differently with respect to character sets, so try different character sets if there is something wrong with the spelling. The character set you choose will affect how the ääkkös appear and whether the text is readable.

Once you have completed the necessary information in the table and downloaded it to your computer, you can bring it back into the system.

Uploading a completed CSV table to GEST

1. Choose the file you created (Choose file)
2. Select the table separator (comma = PC/semicolon = Mac). Use the same one you used to load the table.
3. Choose a character set (we recommend: Unicode UTF-8)
4. Press Preview.

If everything is fine,

       5. Specify the status of the personal data, i.e. select either Approved or Pending from the drop-down menu. With this status, the person will be moved to the person group.

       6. Import the list into GEST by pressing the Import key.

Tip

• You don't have to fill in all the fields in the table. Import the information you have and update the rest later if necessary. Delete the other columns from the table.
• If the form has multiple or drop-down menu fields or date fields, make sure you fill in the fields exactly as they appear in the answer options. Otherwise, the information will not be transferred to GEST. 

 

Exporting data from GEST

You can export person information from GEST using Export data function. You can access the function by clicking on the person form Management through.

 

Notes on options:

If people have been asked to add files, such as tax cards, you will get their links to the list. Only those who have the right to the relevant personal form can export personnel lists. Personal information is sensitive, so every user must be careful when handling it.

 

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The most important thing in the transfer of information in and out is to make sure that the separators (comma, semicolon) and character sets are correct for your machine. Spreadsheet programs are different, which is a good thing to take into account.

Remember, the file must be downloaded to your computer. CSV formatthat you can upload it back to GEST.