To modify a list, you have to export the existing list, modify the list, and import the modified list back to Badge.

It is recommended to consult with your CI Project Manager before modifying any CSV Files that are connected via SFTP.

• The export process will be placed in the queue. 
  
  
• You will get a Badge notification indicating the export process has completed with a CSV/excel file.

Modify Column Values

1. Open the exported CSV file

2. Modify the column values

3. Save the CSV file 

Import Data

• Click here for record and image formatting tips.

1. Click ENTER in the Secure Share module

2. Find the List Name (e.g., school, staff, district, office) you want to view > Click VIEW

3. At the top of the page, on the far right-hand side of List Name and Campuses > Click DATA

4. Select the choice of import (e.g., INPUT RECORDS, INPUT IMAGES)

• Once you select the import option, complete the specific guide below. 

5. Select Choose File

• A File Explorer window will open.

6. Find the CSV file you want to import > Select file and Click OPEN

• A successful upload should automatically create a list of fields based on the columns from the CSV file.

• Do not import any fields that do not require sorting, filtering, printing, or identification purposes.

7.  When all fields are properly assigned and set up > Click UPLOAD

• Please allow up to 30 minutes to complete the import process.