import-social-registry-data-into-pbms.md

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📔 Import Social Registry Data into PBMS

This document provides instructions to import data from the Social Registry (SR) into Program Beneficiary Management Systems' (PBMS) individual/group registries.

Prerequisites

• A user must have an Administrator role to access the OpenG2P systems.

Procedure

You must follow the procedures listed below to import data from the SR into the PBMS.

• Configure SR into PBMS
• Import data from the SR into PBMS

Configure SR into PBMS

1. Click the main icon and select Settings.

Settings screen is displayed.

2. Click the Data Source tab.

Data Source screen is displayed.

3. Click the New button.

Data Source New screen is displayed.

The fields and their descriptions are given below.

Table 1: New data source

Field	Description
Data Source Name	Enter the source name from where the data is imported.
Target URL	Enter the URL for the API request from where the data is retrieved.
Auth Type	Select the type of authentication from the drop-down. It is used to verify the legitimacy of the user. The valid values are: Basic Authentication Bearer Authentication API Key

4. Click the URL Paths tab.
5. Click the Add a line link.
6. Enter the Data Source Path Name and the associated URL Path.

Table 2: Icons and their functions

Icon	Click to
	Select the appropriate value. The available values are: Archive Duplicate Change Password Disable two-factor authentication Send Password Reset Instructions Privacy Lookup
	Save manually the individual data and exit from the screen.
	Discard changes and exit from the screen.

Sample data source screen

You can find the newly created data source listed in the Data Source screen.

Import data from SR into PBMS

After configuring SR into PBMS, follow the below procedure.

7. Click the main icon and select Programs.

Programs screen is displayed.

8. Click the Import From Registry from the menu bar.

Previous Search Criterias screen is displayed.

9. Click the New button.

Previous Search Criterias New screen is displayed.

The fields and their description are given below.

Field	Description
Name	Enter the name of the new search criterias.
Data Source	Enter the name of the data source name as mentioned in Table 1 in the preceding section.
Import Registrant without ID	Check the box to import registrant without ID, if required.
Target Registry	Select the target registry from the drop-down. The valid values are: Group Individual
Target Program	Select the target program from the drop-down. Note: You can also use the Search More or Start typing options from the drop-down, to select the desired program.
Query	Enter the GraphQL query to import only the required data from the SR.
Last synced on	Enter the previous date of SR's PBMS synchronization to import data. Note: You can also use the calendar widget feature to select the date.
Imported Registrants	Shows the imported registrants' information. Registrant - Displays the name of the group/individual Is Group - Shows if the registrant belongs to a group Created - Shows Updated - Shows if the registrant is updated.

10. Click the Fetch button to import the data from SR into relevant individual/group registries of PBMS based on the GraphQL.

Icon	Click to
	Select the appropriate value. The available values are: Archive Duplicate Change Password Disable two-factor authentication Send Password Reset Instructions Privacy Lookup
	Save manually the entered data and exit from the screen.
	Discard changes and exit from the screen.

Sample previous search criterias screen

You can find the newly created one listed in the previous search criterias screen.