This article is for ADMINISTRATORS.
This article covers one of Snapplify's many bulk import options: importing user data using a CSV file.
Before you get started with the bulk import, you'll need to ensure that your user data is formatted correctly. To help you out, here is a template CSV file that you can refer to. It is very important to ensure that your data has no blank spaces.
Once your data has been checked, you can begin importing your users as follows:
- After logging in to Engage, navigate to the settings section by clicking the cog icon in the top right-hand corner of your screen.
- Using the dashboard on the left-hand side of your screen, navigate to 'Import Users'.
- Upload the information from your CSV file in one of two ways:
You can paste the text from your CSV file into the 'Import' box. Once you have pasted the data into the box provided, click 'Import' to start importing your user data.
Select the CSV file from your computer using the 'Upload' section. Choose the file, then click 'Upload' to confirm your choice.
What's next? When users are imported into Engage, they are all automatically assigned the 'Learner' role in Engage. After adding users to the Engage platform, you will need to assign user roles (e.g. Teacher, Librarian, Admin, Learner, or Finance) to give users like librarians or teachers additional permissions.
Need help? Use the live chat in the bottom right corner of your screen or email us at firstname.lastname@example.org.