The Bulk Import Tools allow you to add multiple users with speed and efficiency. It includes the flexibility to upload an entire spreadsheet (.csv), add users one by one, and edit as you go. Spreadsheets can include minimal details or optional additional fields that will ultimately save time for your end users.
Bulk Import options for staff are available for:
- Licensed Users
- Administrators
- Summer Teachers (available from May 1st - September 13th only with Unique Learning System)
You can learn how to bulk import students here.
Bulk Import Licensed Users
The Bulk Import Licensed Users tool can be used to assign licenses and roles to any of your n2y subscriptions. A license is an annual subscription that grants one service provider (teacher, therapist, or parent) access to one of the n2y solutions. You can quickly use the same list to assign licenses to multiple solutions, make minor edits, and add additional service providers individually, or quickly reset the list to use a different list.
The following information can be imported via the Bulk Import Licensed Users Import CSV option:
*First Name
*Last Name
**Reports To (available for Sub-Administrators only)
Address 1
Address 2
Country
City
State
Zip
Phone
Fax
*Required
* Only available if an Administrator is assigned. Field must contain both first and last name of Administrator or Sub-Administrator.
Bulk Import Administrators (Available for Unique Learning System Only)
Unique Learning System features an optional complimentary Administrator and Sub-Administrator roles. This feature allows supporting staff to manage service providers, monitor progress, and oversee implementation of Unique Learning System in the organization. This ability is restricted to the users assigned under each administrator. All sub-administrators must report to an administrator. Please note that if you do not assign an administrator, your ability to pull reports will be restricted.
Please note that a group is created for every Administrator entered via this method. Entering more than one person with the Administrator role will result in the inability for all of the Administrators to pull reports over everyone. An additional member can be added to a group at a later time.
The following information can be imported via the Bulk Import Administrators Import CSV option:
*First Name
*Last Name
**Reports To (available for Sub-Administrators only)
Address 1
Address 2
Country
City
State
Zip
Phone
Fax
*Required
* Required for Sub-Administrators Only
Bulk Import Summer Service Providers (Available for Unique Learning System Only)
A Summer Service Providers option is available in Unique Learning System over the summer months. This additional feature is complimentary with your subscription, does not require a license, and can be added by a subscription manager. If you or your service providers already have a license with Unique Learning System, the summer unit will be available without the need for any changes.
This login will have limited access to Unique Learning System features including:
- Summer Unit Lessons (iDocs and PDFs available without watermarks.)
- n2y Goals, Preference, and Skills (GPS) (including Observational Profiles, Checkpoints and Student View configuration)
- My Students
- Summer Service Providers can create new students and share students from their usual owner
- n2y Library
- Teacher Reference Materials
The following information can be imported via the Bulk Import Summer Teachers CSV option:
*First Name
*Last Name
**Reports To (available for Sub-Administrators only)
Address 1
Address 2
Country
City
State
Zip
Phone
Fax
*Required
** Only available if an Administrator is assigned. Field must contain both the first and last name of the Administrator or Sub-Administrator.
How To Use the Bulk Upload:
- Sign in to n2y.com as the Subscription Manager.
- Select Manage Faculty & Students from the My Account menu.
-
Select the Add Users button.
- Select the desired Bulk Import Tool from the drop-down menu.
- Select Continue as needed.
-
Select your desired Subscription.
- Select the Import CSV button at the top of the slide.
- (Optional) Select the Download Template button for a starting point.
-
Enter your users email addresses, first names, and last names into spreadsheet using your preferred spreadsheet software.
- Save your spreadsheet as a .CSV file.
- Select Browse to locate your saved CSV or click and drag your file onto the slide to upload your CSV.
-
Make the appropriate selection for the “My file includes headers” checkbox.
- Select Continue.
How To Edit in the Bulk Import:
After importing users via the Bulk Import tool, users have the option to:
- Edit a column.
- Skip a column.
- Add additional users individually.
- Reset the List.
To Edit a Column:
- Select Edit.
- Use the drop-down menu to select the desired option.
- Select save.
Please note that required columns must be skipped before being edited.
-
*Pro Tip the required columns are listed at the bottom of the slide.
To Skip a Column:
- Select Skip.
Adding an Additional User Individually:
- Enter the email address of the person you wish to assign to the role indicated in the upper left-hand corner.
- Please note that if you enter the name of an existing user, their first and last name will auto-populate. This information can be edited by the owner of the email address or by the Subscription Manager after the role has been accepted.
- Enter their first name.
- Enter their last name.
- Select the plus sign.
Reset the List:
- Select the Reset List icon.
After resetting the list you can add users individually or import a new CSV file.