How do I Import Users?

When there is a large number of users that need to be created, using the bulk import process will expedite creating users. In addition, the file that you create will be a record of user information.

Note:

  • This document references views and actions that are only available to Echo Administrators
  • If you plan to integrate with an SSO please ensure that your usernames in Echo match the usernames being authenticated. See this article for more information.  How do I set up a custom SAML application using Google SSO

Step 1. Gather Information

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

Step 2. Create your File

Create your File

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 login name and it must be unique
  3. External ID - (Mandatory) Enter the SIS ID that is assoicated with the user being added to Echo. (Staff, Student, or Parent)
  4. Last Name - (Mandatory)
  5. First Name - (Mandatory)
  6. Email - (Optional) - Enter the email address for your users. This email address will be used for notifications and communication through Echo 
  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 for Students) Identifies the user's graduation year (if applicable).  Stores a four-digit number (ie, 2017)
  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.

Step 3. Import File

Import File

Using the Admin App

  1. Select the User Tool
  2. Click on Import

Browse to your import file

Browse to your import file

Review the information to be imported.

Click on Import.

Once the file is imported, you will see a page that reports the number of rows imported and any errors.     

The Restart button is used if you have another file to import.  

If you are done, click on Close at the bottom right of the page.

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.

Have more questions? Submit a request

2 Comments

  • 0
    Avatar
    Jayne Pynes

    I successfully added 117 students tonight! Yeah! I used the UserCreation2018.csv file to set up my user file; the only aspect that didn't work, and I didn't notice in time was the Echo user role. In the file, it says student. I just pull-down copied that role 117 times, but I think it may not have worked because I should have added " " around the word. Might that be the case? I will edit the files individually, but I wanted to know if that was the case? That said, I really did enjoy not having to type out the info for 117 new students (so far). :)

  • 0
    Avatar
    Stephanie Kolcun

    Hi Jayne, Student and Parents do not get a RoleID assigned. This is only for Staff. Thank you however, I see this step being confusing and will update the documentation.  Also, I see you can open support tickets, you may want to do that instead of leaving a comment in the documentation as we don't always see them. 

    1. Role -  (Mandatory) Enter "Staff" for Staff accounts only; Leave blank for Student and Parents
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