In this article for administrators, you will find:
🎥 Video Guide 🎥
✏️ Written Guide ✏️
1️⃣ Go to the Participants tab.
The process is similar to the Excel import of learners.
From this tab, select Import Excel via the small arrow next to the Add a Participant button.
You can then:
Choose an Excel to import if you have already prepared your file.
Download the sample template, fill it out, and then import it.
Note: we recommend following the downloadable sample template to import all required information more simply. 😉
2️⃣ Organize your information.
Once your file is added on Edusign, you will need to specify the type of information for each column by clicking on its title. You will find:
Mandatory: Name, First Name, Email Address
Optional: Phone Number, Specialty, Tag
You will see the custom fields for participants appear if you have created any beforehand.
To save time, our import system analyzes the headings' names and their first values to detect, check, and fill out the column type by default ✨
If you notice a column that will not be useful to you or is intended for internal use, you can simply uncheck it via the box at the top right of the block corresponding to this data.
Note: You can choose to send login credentials to your participants upon creation by checking the Checkbox "✅ Send an email to participants with their login information"
3️⃣ Confirm by previewing the table
To validate your import, the final step provides a preview of how the data will be imported. Our system will count the lines:
"Valid": All the information is filled in to import the line correctly.
"Warning": Some information is missing but will not block the import.
"Error": Some information is incorrect and the line will not be imported.
Click on next then on Validate the import.
Note: A report is sent to you by email after each import. If a line was not imported, the report will detail why! 🤗
🎉 All done, you have successfully bulk imported your new participants! 🎉
Note: If you import a participant whose email matches an already archived account, the import will automatically restore their profile. The information contained in your Excel file (name, first name, etc.) will then update the existing data of this intervenant.
To go further, visit our help center.
💬 If you don't find what you're looking for, contact us via chat. 💬