TABLE OF CONTENTS
Getting to the Reporter Importer
- On the left, in your Mission Control, click Reporters, Staff, & Sites.
- On the right, click Manage reporter accounts.
- On the right, in the More menu, select Import Reporters link.
- You can use your own Excel document or create a custom template.
Creating a Custom Template
![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/22092521184/original/mx6MeY55qIt2vrfkC_A3KS67yU-zqmLNgQ.png?1642519665)
- Find the section called Build Custom Import Template.
- Open your panels to choose the fields you’d like included in your custom template, or
- Use the Select All option on the right.
Note: At a minimum, in the Name & Contact Details panel, you must include First Name, Last Name, and Email. - Additional Export Options.
To make importing reporters as simple as possible, we've included a way for you to export the Field Type (for each field) and the available options for any single-and-multi-select fields you include in your template.
IMPORTANT: If included, delete these rows before you import your file. - (Optional) Save Template As.
To save your template for later use, use the Save Template As section to give it a name. - Click Download Template.
REMINDER:
Excel Worksheet Anatomy
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