Importing Nemsis Licensure/Certification

Importing Nemsis Licensure/Certification

Purpose Statement

  1. The purpose of this article is to guide users through the process of importing personnel NEMSIS Licensure/Certification data using the Import Wizard in the Admin module.

Background Information

  1. Importing personnel licensure and certification records in bulk ensures data consistency and saves time when updating or onboarding staff. This process requires the use of a CSV file and allows mapping up to 28 data fields.
Prerequisites
  • Admin-level access
  • CSV file ready or use of the sample spreadsheet template
  • CSV file must not exceed 64 MB


Step-by-Step Guide


Step 1: Access the Import Wizard
  • Navigate to the Admin module.
  • Select Import Wizard from the available options.


Begin by navigating to Admin module and selecting the Import Wizard.



Step 2: Select the Import Table
  • From the Import Type dropdown, choose Personnel - NEMSIS Licensure/Certification.
  • Click Next.


Select Your Table



Step 3: Upload the CSV File
  • Click Browse File to upload your CSV.
  • If you don’t have a file ready, download the Sample Spreadsheet, enter data in the specified columns, and save as CSV.
InfoNote: Max file size is 64 MB.


Upload File



Step 4: Review File Upload
  • Once uploaded, you can remove the file using the X icon if needed.
  • Review file size and details.
  • Click Next when ready.


Once file is uploaded



Step 5: Choose Import Type
  • Choose one of the following:
    • Add New Rows
    • Update Existing Rows
    • Add or Update Rows
  • Click Next.


Choose Import Type



Step 6: Map Fields
  • Use the dropdowns under Fields in your uploaded file to map up to 28 fields.
  • If using the sample spreadsheet, fields should map automatically.
  • Click Next after completing the field mapping.


Map Field



Step 7: Import and Review Results
  • View the number of rows successfully imported.
  • If there are errors:
    • Click Download to view the error report.
    • The final column in the spreadsheet will show reasons for any failed imports.
  • If all rows are correct or have been resolved, click Finish.


Import


Best Practices

  • Always start with the sample template to ensure proper formatting.
  • Use descriptive names for saved import files.
  • Double-check data accuracy before importing.
  • Validate that certifications match agency requirements.

Troubleshooting & FAQs

What if my file is over 64 MB?
  1. Split the file into smaller segments and import separately.
Why can’t I map a specific field?
  1. Ensure the column header in your CSV matches expected values. Use the sample spreadsheet as a reference.
How can I fix import errors?
  1. Download the error report after import, review the "Error" column, fix the indicated issues, and re-import the corrected file.
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