How do I Import Users?

Export the following data from your Student Information System: Its very important to ensure you include the parent and student in the same file. This data will help assists you in creating your association file as you will have the parent and child together.  

• First Name
• Last Name
• Staff, Student, Parent SIS IDs. This data populates the External ID column in Echo. This data is used when associating parent to student.
• Email address

Use the attached file as a template to help build your import file: UserCreationTemplate.csv

Complete the following fields:

1. Action - (Mandatory) Use "Add" when adding new users
2. Username - (Mandatory) This will be the user's login name and it must be unique. 
3. External ID - (Recommended) Having the SIS ID (Student Number) of the student helps when exporting grades or with the association between parent and child
4. Last Name - (Mandatory)
5. First Name - (Mandatory)
6. Email - (Recommended) - Enter the email address for your users. This email address will be used for notifications and communication through Echo. For parents it also is used for association with their student.
7. Password - (Mandatory)
8. Userspace - (Optional) Only required if adding accounts across multiple domains
9. Role -  (Mandatory) Enter "Staff" for Staff accounts, "Echo Admin" for the schools Echo Admin; leave blank for Student and Parents
10. Echo User Type - (Mandatory) Identifies the user type and stores these options. Choose “Staff”, “Student”, Parent”, “TestAccount”
11. Echo Grad Year - (Mandatory) Identifies the students's graduation year.  Stores a four-digit number (ie, 2020)
12. Echo IEP - (Optional) Identifies if the user has an IEP on file (if applicable).  Options are “Yes” and “No”.

SAVE as a .csv file

BEST PRACTICE:   When importing students, we recommend that you import them using a separate file for each grade level. This file can then be altered to update students when they move to another school or when they graduate.

1. Select the User Tool
2. Click on Import from the vertical menu.
3. Choose the file
4. Click Next