enrolling your reporters using Excel (abridged)

Modified on Thu, 15 Feb 2024 at 03:51 PM

Enrolling Your Reporters using Excel (abridged)

To enroll reporters using a custom Excel template:

  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 (use the bottom of the page to create and download your 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, follow the remaining steps: map your fields, correct any errors, re-map fields (if needed), preview your import, perform import, and decide when to send the Welcome/Setup Email. 

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