How to Upload a User List
Creating and uploading your User List using our Import feature is a helpful tool that allows a large number people to be added to your site at once. This process speeds up the time it would take to add staff one at a time. If you need to create a User List for this process, please go to Create-User-List
1. Make sure the spreadsheet you have created is formatted in “CSV” or “XLSX” format
2. Navigate to your AccuEd Connect site (sitename.accuedconnect.app)
3. Select the "User Management" in the navigation bar on the left-hand side and then click the "User" dropdown.
4. Click on the blue "User Import" button on the top right of this page.
5. Click the "Choose File" (highlighted blue square) button in the center of the screen and if accepted the page should look like Figure 1.
6. This slide shows the "Entity Mapping". These are the required fields that you filled out on your spreadsheet
a. If 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
If at any point you find a problem on the sheet you will need to edit the sheet and reupload the file.
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.
If you have any issues or questions on this process please email support@accutrain.com for assistance.
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