1. Make sure the spreadsheet you have created is formatted in “CSV” or “XLSX” format
2. Go to your AccuEd Connect site
3. Select the "User Management" model on the left-hand side and then the "User" dropdown
4. Click on the blue "User Import" button on the top right of the page
5. Click the "Choose File" button and select the file you have prepared and then click "Next"
6. This slide shows the "Entity Mapping". These are the required fields that you filled out on your spreadsheet
a. If by accident the headers on the sheet happen to be misaligned you can use this page to correct their spots. If all the information is correct then click "Next"
7. Any groups you have made under the three Group Types will appear here on the "Create New Groups" page to confirm. If all the information is correct then click "Next"
8. The program looks on this "Data Validation" page to locate any duplicate or invalid emails and usernames whether they're on the list twice or already exist on the site. If all the information is correct then click "Import"
a. If you select the "Invite later" box near the top of this page, your users will be added but no invitations will be sent
b. When the "Force Password Change" box is selected it makes user create their own password upon invitation
9. View the Imported Data
You can easily view all of the users you have uploaded, identify any duplicates or invalid email addresses, and make necessary corrections
The users are now ready to be invited and to have courses assigned to them.
Notes:
a. The columns for Username, Password, Department, Title, and Location can be left empty, but ensure they still exist on the sheet. the sheet must be "A" through "I"
b. If at any point you find a problem on the sheet you will need to edit the sheet and reupload the file.