enrolling reporters en masse using Excel

TABLE OF CONTENTS

• Walkthrough
• Need to Make Fields Mandatory Before Enrolling Folks? 
• Video Support
• Getting to the Reporter Importer

IMPORTANT: We recommend creating your custom panels, sub-panels and fields before proceeding with this method.

Walkthrough

Need to Make Fields Mandatory Before Enrolling Folks? 

Check out this article for more info!

Video Support

Getting to the Reporter Importer

1. On the left, in your Mission Control, click Reporters, Staff, & Sites.
   
   
2. On the right, click Manage reporter accounts.
   
   
3. On the right, in the More menu, select Import Reporters link.
   
4. You can use your own Excel document or create a custom template.
   
   To create a custom template:
   • Under the section called Build Custom Import Template, open your panels to choose the fields you’d like included in your custom template.
     
     
   • Note: At a minimum, in the Name & Contact Details panel, you must include First Name, Last Name, and E-mail.
     • If you are using timesheets, reporters must be assigned to their site, a timesheet template and a time sheet association.
       
       
     • If you would like to make other fields required upon enrollment, check out this article on managing fields and this article on Type 1 Associations. 
       
       
     • (Optional) To save your template for later use, use the Save Template As section to give it a name.
       
       
   • Click Download Template.

5. At the top of the page, under the section called Import Reporters, use the Choose File button.

   
   
6. Click Upload Excel File.
   
   
7. Next, map your fields to the fields available in your Impact Suite (in both Standard and Custom Panels).
   
8. Once you have mapped your fields,click the Preview Import button to move to the next step.
   
   Note: if there are Excel columns or Impact Suite fields that you have not mapped, you will get a message like this from the system:
9. (If no errors are found skip to #12.) 
   
   If errors are found on the Excel sheet, you’ll get a detailed list of issues and will have the option to Download the file you uploaded with the errors highlighted in red for quick correction.
   Here’s what the file will look like, errors highlighted in red:
   

10. Use this section to upload your corrected template:
    

    
    

11. Next, you will need to re-map your fields.
    
    

12. Now you will have a chance to Preview Import.

    

    
    

    This is a good opportunity to make sure you properly mapped your template. If you find issues you can use the Map Fields back-button to correct any mistakes. 

    
    

13. Once you’re satisfied with your preview, proceed to Perform Import. Here, you’ll get an Import Confirmation, like this:
    
    

    

    
    
    

14. Once you’ve enrolled your reporters, you’ll have the option to send the password setup e-mail to all newly-enrolled reporters right away, or you can wait until you’re ready.
    
    
    

15. If you opt to wait to send the welcome/password setup e-mail, once you’ve enrolled your reporters return to the reporter management screen (Mission Control > Reporters, Staff, & Sites > Manage reporter accounts), find them in the table at the bottom of the page, checking the box next to each name.
    
    Then use the Select Action drop-down menu to Send Welcome/Password Setup E-mail to Selected Reporter.