Note: This document references views and actions that are only available to Echo Administrators
Often it is necessary to update user information for multiple accounts in Echo. Start with exporting your data from Echo. This gives you the the template to use for updating and importing back into Echo.
Note: When updating the username, you must use the UserID (EchoID) to ensure a correct match.
Step 1. Create your import File
Start by exporting your user data via the Echo Admin Console: How do I export user data?
This will become your template file for the import.
Mandatory fields are: Action, User ID or Username and any information that needs to be changed.
- Action - (Mandatory) Enter either EDIT or DELETE
- UserID - (Mandatory) This is the Echo unique identifier for the account. It is the ID that was created when the account was created.
- Username - (Mandatory) Can be used as the unique identifier, unless this is the field that you are changing, then the UserID is Mandatory
- External ID - Remove unless you are changing (Recommend field for all users. Data from SIS)
- Last Name - Remove unless you are changing
- First Name - Remove unless you are changing
- Email - Remove unless you are changing
- Userspace - Remove unless you are changing, or if you are updating outside your domain you must include to identify where the user account is located
- Status - Remove unless you are changing
- Echo User Type - (Mandatory) Remove unless you are changing (Valid values: Parent, Staff, Student,TestAccount)
- Echo Grad Year - Remove unless you are changing
- Echo IEP - Remove unless you are changing (Yes or No)
Save your file as a .csv
Notes:
- User ID is generated after the import of New users
- External ID is generated by your SIS
- Userspace is required if you are loading students across multiple domains
Step 2. Import File
From the Admin App select the User tool. Click on the vertical menu and select Import
There are two options for importing user data. Option one allows for the import csv file to be uploaded by selecting Choose. Once you have selected the file click Next to complete the import.
Option two allows for copy and paste of the import data directly to the Import screen. Click Next to complete the process.
The number of rows successfully imported will be denoted, or select Show only lines with errors to indicate errors for correction.
Echo is constantly being improved based on the feedback from users and we strive to keep our documentation up to date. If this document doesn’t match what you are seeing in Echo, please let us know.
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