Learn how to use the Mass Import feature for users!
Setting up the Import
Click Config > Users.
Click Import from CSV.
Click the hyperlink under Step 1 to open the upload template in Google Sheets. Make a copy, then add the relevant information. In addition to column notes, you can refer to this article for guidance on filling out the template. Finally, download as a CSV file.
Click Config > Users and select Import from CSV. Click the hyperlink under Step 2 to download your district's current user list in the template format. From there, you can add new users, update user information, and mark any departing users via the Archived column. Finally, save your updated CSV.
Returning Partners: Removing Users
Before updating information for existing users, you will need to first remove all users from your schools. As a reminder, please download your district's current user list (as described above) prior to clearing out schools. If you are a new Grow partner, you can skip this section and move to the next section!
Go to Config > Schools.
Click into each school and scroll to the bottom of the page. Under School Administration Actions, click Remove School Relationships. Once you've removed school relationships, click Remove School Users. Do this for every school in your district that has any staffing changes.
Click Import from CSV.
On the next page, you can preview your data and edit any details by clicking into that field if necessary. Press Next when you're ready.
Now you will match data fields. The Matching Key is how Grow matches existing accounts and user information to what's provided in the spreadsheet. You can change the Matching Key from the default of email in the dropdown to another field like Internal ID, if your district uses that instead. Select Do Not Match for any field that you are not currently using. Once you're all set, press Next.
The next step is to Validate Data and check your CSV for warnings (which won't cause the import to fail but may cause data abnormalities) and errors (which must be corrected before importing). To begin, click Validate Users.
When the validation process is complete, you'll see the total number of users that were successfully validated along with a list of warnings and/or errors. To fix validation issues, click the orange Fix button next to the message. If the fix applies to other users in your CSV, those warnings will be resolved as well. Once you have no error messages, you may click Next.
You're at the final step! Click Import Users to finalize the process. You'll receive an email to let you know the import has been initiated, as well as a confirmation email with the final results of the import. You may stay on this import page to view progress and results, but the import will continue to run in the background no matter what.
Please note that the import time may vary depending on the size of your CSV.
Once you receive the confirmation email that your users were uploaded successfully, you can view them within Schools or on the general Users page. Make sure you verify your upload was successful before you move onto the next step.
Archive Users Without a Role
Returning users only: Once you've successfully imported your users, click your name and go to System Settings.
Go to General Settings.
Scroll to the Danger Zone and press Archive users without a role to archive the accounts of any non-returning staff.
Congrats! Your users have been uploaded!
Do you need more information?
Click the Support and Feedback button or email us at email@example.com