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Upload user accounts

Locate the upload function

  • Go to Participants  >  Accounts / Create multiple accounts.
  • This page contains all functions necessary for the upload, as well as detailed instructions.

Download the Excel template

  • It contains headings for all the fields relating to user profiles.

Input the profiles in the spreadsheet

  • Each profile should occupy a row.
  • Save the data. The resulting file should have an xls or xlsx extension.

Upload the file

  • Use the upload button to upload the Excel file to the database.
  • On upload, the programme will check the data.
  • If errors are detected, the file will not be processed.
  • An error message and a detailed list of errors will be displayed.

Review the data and commit to the database

  • If the data are parsed correctly, you will be able to review them before committing them to the database.
  • You will also be able to decide whether or not to send a password to the newly created users.
  • Once the upload is completed, its status is displayed, showing the range of user IDs created, the date of creation and whether emails were sent out.
Last updated: 04 December 2019