Bulk Importing Student Mentor Association from Users

This article details how to bulk import student mentor association from the Users tab in Pulse.

TIP: Click here for written directions. 

Click the Play button below to view Bulk Importing Student Mentor Association from Users Video. 

 

Run Time: 02:45

IMPORTANT: Each user must be created prior to association.

Navigate to the Users tab.

Click Import. Then, select Student Mentors from the drop-down list.

The Bulk Import Student Mentors modal (pop-up window) displays. Click Download an example import file.

NOTE: This action allows you to download and access a sample Excel template that you can revise for your own import file.

Open the Excel file and Enable Editing.

Clear the existing data fields in the sample file and replace the data with your own information.

WARNING: All column headings in row 1 must remain in the file. Additionally, column titles with an asterisk * denote required information (i.e., Student Username and Mentor Username). Data must be entered in these two required columns. Optionally, you can denote whether the mentor is the primary mentor by typing True or not the primary mentor by typing False in the Is Primary column.

IMPORTANT: Please refer to the Student Import Data Field Character Limits article for information about acceptable values and character limits.

TIP: Expand your columns to easily enter your data.

IMPORTANT: Remember to save and close the file before importing.

TIP: Add the date to the filename when saving to keep your details organized.

Return to the Import Student Mentors modal in Pulse. Select file. Or, drag and drop the upload file from your desktop.

If there are no errors or missing required fields in the upload file, your file will read Ready to upload.

When ready, click Import or Cancel to choose another file.

The imported student mentor associations will populate in the data grid. If the user information is correct, the Is Valid box will have a check mark.

IMPORTANT: If an Is Valid box is unchecked, the data is incorrect and did not upload. Correct the data in the file and import again.

When ready, click Submit Student Mentors.

A confirmation message displays indicating the successful submission of imported mentors. Your bulk import is now ready for approval.

IMPORTANT: Please allow 24 hours for your bulk creation imports to be approved. An email will be sent notifying you when these records are approved or rejected.

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