This is available for Administrators.

You can use a CSV file to import new Administrator users or create Organization hierarchies within Inspera Assessment. This feature is an efficient way to manage users in bulk. 

This article shows you the requirements for creating a CSV file, how to import the file, and outlines important limitations of the feature.

Before creating a CSV file for importing users

Before you import a CSV, the first step is to create the file. Here is an important list of things to keep in mind when creating a CSV file:

1. The column fields that need to be populated within a CSV file will differ from institution to institution. You can see which fields apply to your CSV file by navigating to:
   1. Settings > User Administration
   2. Options > Import from CSV
2. The file must contain the fields in the order that is listed.
3. The file must be UTF-8 formatted so that special characters and letters can be imported correctly.
4. The file must be separated by commas, not semicolons.
5. You cannot mix different users with different user roles in a file, so you will need to create a file for Administrators or one for Graders. You can however select two roles, for example, both Grader and Author.
6. Do not include a heading in the columns.
7. The maximum number of lines in the file is 250.

Create a CSV file

1. Using Google sheets

   1. Create a Google Sheet.

   2. Populate each column with the relevant fields that pertain to your institution. 

      You can find which fields are relevant to your institution by referring back to Step 1 in Important steps before creating a CSV file. 

   3. Name the file an appropriate name.
   4. Download as a Comma-Separated Values (CSV) file by going to File >Download > Comma-Separated Values.

2. Using Excel

   1. Create an Excel sheet.

   2. Populate each column with the relevant fields that pertain to your institution.

      You can find which fields are relevant to your institution by referring back to Step 1 in Important steps before creating a CSV file. 

   3. Name the file an appropriate name.

   4. File > Save as > CSV UFT-8 (Comma delimited) (*.csv).

      

3. Using other editors

   You can also use other editors such as OpenOffice, Notepad, or TextEdit to create CSV files. Remember that it is important that the file is formatted correctly before importing it into the Inspera Assessment.

• Example of how to create a CSV file

  In this example, the three columns you will need to create are First Name, Last Name, and Email.

  The file must contain the following fields in the order that is listed. Do not use a header.

  Following our example above, the columns would be in the order of:

  1. First Name
  2. Last Name

  3. E-mail 

     

How to create a CSV file for importing Access Groups

If your institution uses Access Groups in Inspera Assessment, memberships can be imported along with the user. The specific format for a hierarchy in the CSV file is:

First Name, Last Name, Email, GroupLevel1|GroupLevel2|GroupLevel3, SSO user name

If the SSO username in the CSV file matches the SSO username of an existing user, the existing user will be updated with the content from the CSV file.

• Exceptions: Existing memberships in Access Groups will not be removed, even if they are not included in the import file. User roles will not be updated.

Import the CSV file into Inspera Assessment

Once you have created your CSV file, it is time to import it into Inspera. 

1. In the upper right corner, click Settings > User Administration.
2. Within the User Administration view, click Options > Import from CSV.
3. Click Select CSV file and select your file. The correct file format will be displayed, including which fields the file must contain and in what order. 
4. Once you have selected the file, you will be able to confirm which schools and roles you want to associate the imported users with.
5. Select school/schools - If the school is not on the list, you must have entered the school name in the CSV file to add that school. 
6. Select roles that the imported users should have after the import.
7. When the import is complete, the number of imported users, non-imported users (errors / formatted), and users who were already in the system are displayed in a summary.
8. When the upload is complete and you have selected the appropriate roles, click the Create user(s) from CSV.