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.
You can use an update template to update usernames, email address, role, etc.
Note: When updating the username, you must use the UserID (EchoID) to ensure a correct match.
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. If you are not changing all of the information for a user, then you can leave the field blank.
- 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 if UserID not available) Can be used as the unique identifier, unless this is the field that you are changing, then the UserID is Mandatory
- External ID - Leave blank unless you are changing
- Last Name - Leave blank unless you are changing
- First Name - Leave blank unless you are changing
- Email - Leave blank unless you are changing
- Userspace - leave blank unless you are changing, or if you are updating outside your domain you must include to identify where the user account is located
- Status - Active or Inactive. Leave blank unless you are changing
- Echo User Type - Parent, Staff, Student, TestAccount
- Echo Grad Year - 20xx
- Echo IEP - Yes or No
Save your file as a .csv
- User ID is generated after the import of New users
- External ID is generated by your SIS
- The Email field is optional
- Userspace is required if you are loading students across multiple domains
Log into the Admin App and select the User Tool
Click on Import
Browse to the file that need to import.
Review the file for accurate information.
The number of rows successfully imported will be denoted.
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.