Batch Import User Accounts

Path: System Administration > User Security > Batch and Import Wizard > User Account Batch Import Tool

The User Account Batch Import Tool allows users to mass create user accounts for students, staff and/or parents.

  1. Select the radio button for the type of user accounts to be created in Context list.

  2. Select the type of file being imported in the What is the file type dropdown list. The options available at this time are comma delimited (CSV) and tab delimited.
  3. If the file being imported has a header, mark the Source File Includes Header checkbox,
  4. Select the file to be uploaded by clicking Choose File.

  5. Select the appropriate columns on which the information being imported should be matched in the Columns to Match list. The columns available will vary based upon the type of accounts being created. If Other Combinations is selected, at least two combination options must be selected.
  6. Click Upload & Continue. In order to import the file successfully, the file must follow the Import File Format (accessible by clicking the blue Import File Format link under 3. Review Import Data).

     Click here to expand...

  7. The column upon which the names are being matched will be displayed under 3. Review Import Data.
  8. If email addresses are being imported, indicate whether or not primary contact email addresses currently entered in Census > People should be overwritten.
  9. If applicable, enter the date on which the accounts should be disabled in the Account Expiration Date field.
  10. If SAML, SSO or LDAP authentication is enabled, select whether to use Local Campus Authentication (Campus user name and password), SAML SSO Authentication, or LDAP Authentication when creating each account in the Authentication Type dropdown list.
  11. To verify records being imported against Census data, Click Test File. This will not import data.
  12. When finished, click Import File. A import results report will be displayed when the import is complete and user accounts have been created. The imported file will also be saved as a filter for use in the Account Letter Builder.


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