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Companies — People import and synchronization

Overview​

Brings together the actions to import people in bulk into a company and keep them synchronized with Access Control. It concentrates four actions of the company menu: Import people, Import status, Notify inactive people and Resend people to access control. It is common in the Onboarding a new company to populate the database before synchronization.

Where it is / How to access​

Companies / Condominiums → company actions menu (⋮) → one of the actions: Import people / Import status / Notify inactive people / Resend people to access control.

Screens and elements​

Import people​

Bulk import from a spreadsheet: the Test Import button validates the file (dry run) before actually writing it.
Bulk import from a spreadsheet: the Test Import button validates the file (dry run) before actually writing it.
Field / ElementTypeDescription / Rule
People listFile uploadSpreadsheet with the people to import ("Choose file").
Notify the people?CheckboxIf checked, the imported people receive a notification (welcome email).
Test ImportButtonValidates the file without writing (dry run).
ImportButtonActually runs the import.

Import status (history)​

The history tracks each import by status and progress, since the processing runs in the background.
The history tracks each import by status and progress, since the processing runs in the background.
  • Title: "Import History".
  • Columns: File, Type, Status, Progress, Started at, Completed at, Actions.
  • Refresh and download buttons; empty state: "No items found."

Notify inactive people (action)​

Confirmation before sending the welcome email to all inactive residents of the company.
Confirmation before sending the welcome email to all inactive residents of the company.
  • Confirmation dialog: "Notify inactive users?" — "Do you really want to notify all inactive users? They will receive a welcome email." Buttons Cancel / Confirm.

Resend people to access control (action)​

  • Action that resends the company people to Access Control (re-synchronizes the records with the gatehouse system). Triggered from the company menu.

Step by step​

Import:

  1. Open Import people; choose the file.
  2. Click Test Import to validate.
  3. Check Notify the people? if you wish, and click Import.
  4. Track it in Import status (Progress/Status), refreshing when needed.

Notify inactive: menu → Notify inactive people → Confirm.

Resend to access control: menu → Resend people to access control.

Business rules and integrations​

  • Test Import is a dry run — use it before importing for real.
  • The import runs in the background; the history shows progress and completion.
  • Notify inactive sends a welcome email to those who are inactive.
  • Resend to access control complements the synchronization of the Integration — Synchronization (pushes already registered people again).
Note for Integrator Support

Understand the relationship between importing (Panel) → synchronizing/resending (access control); the spreadsheet format defines the input contract for people.