monitorQA’s Data Transfer feature enables admin users to efficiently export and import Objects, Users, and User Access to Objects. This functionality is essential for managing large numbers of users, particularly in scenarios involving turnover or changes in access permissions.
Accessing the Data Transfer Feature
1. Log in to your monitorQA admin account.
2. Navigate to the Settings Menu (or the appropriate section where Data Transfer is located).
3. Click on Data Transfer to access the import/export options.
Exporting Data
The export function allows you to generate a CSV file containing existing Objects, Users, and User Access data for easy backup or transfer.
1. Select the Export tab.
2. Choose the data type you wish to export (Objects, Users, or User Access).
3. Click Export to download the file in CSV format.
4. The exported file can now be reviewed or modified before re-importing if needed.
Importing Data
The import function simplifies the process of adding new users, objects, or updating access permissions in bulk.
1. Select the Import tab.
2. Download the template file to ensure correct formatting.
3. Fill in the necessary data for Objects, Users, or User Access.
4. Upload the completed file by clicking Choose File, then select Import.
5. Review any error messages or validation warnings, if applicable.
6. Confirm the import and verify that the changes have been applied.
Object Management Tips:
Remove Objects (Locations): Enter “Yes” in the column under Should Delete.
Best Practices for Data Transfer
● Use the template file to ensure correct formatting.
● Double-check user roles and access permissions before importing.
● Regularly export data as a backup before making significant changes.
● Verify imported data by checking the Users and Objects lists after completion.
The Data Transfer feature in monitorQA streamlines user and object management, making it easy to handle bulk updates, new additions, and organizational changes efficiently. By utilizing export and import functions, admins can ensure seamless transitions while maintaining data integrity.
