Importing Users
 

The most common way to add users to Apporto is via a single sign-on (SSO) integration. User accounts will be created automatically when users log in via SSO.  If you don’t have an SSO integration with Apporto, you may import a list of users from a spreadsheet.

Also even if you have integrated SSO, you may still want to import users simply to assign users to groups.
 

This short guide will show you step by step how to:

 

Import Users


Prerequisite Step: Prepare CSV
 

Prepare a comma-separated values (CSV) file containing data for the users you wish to add.

 

  • At a minimum, an immutable id and email address are required for each user.

  • Additionally, you may include full name, password, role, and group if desired.

  • If you provide full name, both first and last name should be included in a single column in the spreadsheet.

  • If you provide role, acceptable values include Admin, Sub-Admin, Faculty and Tech Support. Please note that values are case sensitive.

  • If you provide groups in the CSV, the group must first be created in Apporto before it can be imported. See Creating and Managing Groups for more information.

  • If you provide multiple groups for a particular user, all groups must be included in a single column with commas between each value. There should be no spaces between values (eg. Group1,Group2,Group3). Multi-word group names are accepted (eg. Math 101,Computer Science,Java Group).

 

 

Select Import Options

 

Using your preferred web browser, navigate to the URL for your Apporto system, for example, “mycollege.apporto.com”, and log in to the system using your Admin credentials.

Click the Users icon in the navigation panel.

The ‘Users’ screen displays.

 

                                    

 

Click the Import button

The ‘Users import’ screen displays.

 

                                    
 

If desired, click the Past Imports tab to view a list of previous imports. Click the New Import tab to return to the New Import page.

Upload the CSV file containing the users you wish to import by clicking Choose File

A standard file upload dialog displays.

Locate and select the desired file, then click Open

The file upload dialog closes automatically, and the name of the selected file is shown next to the Choose File button.

Click Next

The screen refreshes to display the import options.

 

                                     

 

Configure and Import File
 

Use the Field Match options to match each CSV COLUMN to the appropriate value from Apporto’s USER FIELDS menu (ex. Email address, full name, role, etc.).  To ignore a column, select ‘Other’.

 

Specify the import Options:

  • If Single Sign-on is enabled for your Apporto instance, check Add to SSO Users to add imported users to SSO.

  • If the first line of the CSV file is a header record, select the Ignore First Line check box.

  • If you want to send an email notification of the new account to each user, select the Send Email checkbox.
     

Use the Group Assign checkboxes to select from a list of existing groups if you want all imported users to be assigned to selected groups. Check the Add New Groups checkbox to assign users based on group information provided in the CSV file.

 

If the CSV file includes information for current users, use the Update Existing Users radio buttons to select the desired action to be performed:  

 

  • Profile, Groups, Role and Password data for existing users included in the file

  • No Update

  • Replace Data

  • Add Data

     

When all desired options have been configured, click Import

 

A confirmation message shows at the top of the screen when the import is completed.