Leo User Guide

Import Alternate IDs

Updated on

Use this option to batch upload Alternate IDs. You will review the data and select the Alt ID Type before finally importing into Leo.

Below is a sample template for Alternate IDs as a .CSV file for download.

Upload CSV
  • Select a File: Browse for the CSV file.
  • Save File

TIP: Leo automatically scans all uploading files for viruses. Click Continue.

Review Import Data

At this point the data has not been imported/added to Leo.

This report shows the data that you have selected to upload. Use this report to review and verify the data prior to the actual upload of data into Leo.

Select and Import Alt ID

Click here to select an Alternative ID Type: In order to import Alternate IDs for your users you must specify what kind of Alternate IDs you are importing. If you do not find the Alternate ID type in the list in this screen, you will need to create a new Alternate ID Type in the Admin Toolbar under People.

After clicking Click here to select a Alternate ID type:

  1. Select the Alternate ID Type: Select from the dropdown
  2. Enforce Unique Alt ID: Check box to enforce one (1) Alt ID per User rule
  3. Import IDs: This will now Import all data into Leo
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