GITBOOK-915: Import CSV file to Social Registry Module

SUMMARY.md

@@ -203,6 +203,7 @@
       * [📔 User Guides](<social-registry/functionality/individuals-and-groups/user-guides/README (1).md>)
         * [📔 Create an Individual Registrant](<social-registry/functionality/individuals-and-groups/user-guides/create-an-individual-registrant (1).md>)
         * [📔 Create a Group and Add Individual Registrants to the Group](social-registry/functionality/individuals-and-groups/user-guides/create-a-group-and-add-individual-registrants-to-the-group.md)
+        * [📔 Import CSV file to Social Registry](social-registry/functionality/individuals-and-groups/user-guides/import-csv-file-to-social-registry.md)
     * [Deduplication](social-registry/functionality/deduplication/README.md)
       * [📔 User Guides](social-registry/functionality/deduplication/user-guides/README.md)
         * [📔 Configure ID Deduplication](social-registry/functionality/deduplication/user-guides/configure-id-deduplication.md)

social-registry/functionality/individuals-and-groups/user-guides/import-csv-file-to-social-registry.md

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+---
+layout:
+  title:
+    visible: true
+  description:
+    visible: false
+  tableOfContents:
+    visible: true
+  outline:
+    visible: true
+  pagination:
+    visible: true
+---
+
+# 📔 Import CSV file to Social Registry
+
+This document provides instructions to import .csv file to Social Registry (SR) Module.
+
+## Prerequisites
+
+* The user must have access to the Social Registry module in OpenG2P systems.
+
+## Procedure
+
+1. Use the link _**socialregistry.explore.openg2p.org**_ to access the Social Registry.
+2. Click the main menu icon ![](../../../../.gitbook/assets/main-menu.png) and select _**Social Registry**_
+
+You can view the _**Groups**_ screen by default.
+
+<figure><img src="../../../../.gitbook/assets/home-page-social-registry.png" alt=""><figcaption></figcaption></figure>
+
+3. In the menu bar, click the _**Individual**_ tab.
+
+_**Individual**_ screen is displayed.
+
+4. Click the _**Action**_ icon and then select _**Import records**_.
+
+<figure><img src="../../../../.gitbook/assets/import-records-sr.png" alt=""><figcaption></figcaption></figure>
+
+_**Individuals Import a File**_ screen is displayed.
+
+<figure><img src="../../../../.gitbook/assets/import-file-sr.png" alt=""><figcaption></figcaption></figure>
+
+5. Click the _**Upload File**_ button.
+6. Browse for the file location and upload the file.
+
+Below the File Column, the name of the fields are populated from the .csv file. You need to map the field names from CSV file with the associated Odoo Field name.
+
+For example, the mapping of the few fields are given below. &#x20;
+
+| Field name in .csv file | Mapped to Odoo Field Name |
+| ----------------------- | ------------------------- |
+| language                | Language                  |
+| id\_type                | Registrant IDs / ID Type  |
+| id\_number              | Registrant IDs / Value    |
+| given\_name             | Given Name                |
+
+Similarly, you must map the rest of the fields.
+
+7. Click the _**Test**_ button to validate the mapping.&#x20;
+
+A pop up message _**Everything seems valid**_ implies that the mapping of the field is successfully validated.&#x20;
+
+8. Click the _**Load File**_ button to upload another csv file for validation
+9. Click the _**Cancel**_ button to exit from the screen.
+10. Click the _**Import**_ button to import the csv file after successful validation.
+
+The files are imported to the individual registry dashboard.
+
+This completes the process of importing .csv file into the individual registry.