# 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](#configure-sr-into-pbms) * [Import data from the SR into PBMS](#import-data-from-sr-into-pbms) ### Configure SR into PBMS 1. Click the main icon ![](https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-04035215d78b73c4cc8238ae5303c552b094ec15%2Fmenu-icon.png?alt=media) 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**
FieldDescription
Data Source NameEnter the source name from where the data is imported.
Target URLEnter 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:

| | | 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 ![](https://1895884874-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnKdOHLbjDdIln1QDNwSx%2Fuploads%2Fgit-blob-04035215d78b73c4cc8238ae5303c552b094ec15%2Fmenu-icon.png?alt=media) 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.
FieldDescription
NameEnter the name of the new search criterias.
Data SourceEnter the name of the data source name as mentioned in Table 1 in the preceding section.
Import Registrant without IDCheck 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.

QueryEnter 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:

| | | 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.