Bulk Upload Users

You can add or update multiple users in a Microsoft Excel spreadsheet template and then upload that sheet into NexPort Campus.

To upload multiple users

Step 1: Click Administration > Manage Users > Upload Users.

Step 2: Do the following to upload users in NexPort Campus:

Step 2a: Download the Microsoft Excel spreadsheet template, and then save it on your computer.

Step 2b: Type the user information in the Microsoft Excel spreadsheet template for the users you need to add to NexPort Campus.

Step 2c: Upload the Microsoft Excel spreadsheet.

Step 2d: Select or clear the Send Welcome Letters, Resend Welcome Letters, or Update Existing Users check boxes.

Check box

Description

Send Welcome Letters

If selected, all new users receive a welcome letter from the organization that they receive a subscription from. Existing users do not receive a welcome letter.

Resend Welcome Letters

Update Existing Users

If selected, then any users identified that already exist are updated with the new information found on the spreadsheet. If not selected, the existing users are ignored.

Step 2e: Click Process Users.

The user information is updated.
Bulk User Upload Spreadsheet Reference
To assist NexPort Campus administrators with the process of uploading new users or changing existing users via the provided spreadsheet, here is a comprehensive guide on what to input in each column of the spreadsheet. Ensure that the first row consists of the headers as listed below, and each subsequent row represents a single user to be added or modified.
Spreadsheet Columns and Descriptions
Login: The user's unique login identifier. It's typically their username used for logging into the system.
Email: The user's email address. This should be a valid and active email as it may be used for communication and password resets.
First Name: The user's first name.
Middle Name: The user's middle name. This field can be left blank if the user does not have a middle name.
Last Name: The user's last name or surname.
Password: The initial password for the user's account. Ensure it meets the system's security requirements. If updating an existing user the password can be left blank.
Provider: The authentication provider for the user. Specify if the system uses multiple authentication sources.
Expiration Date: The date when the user's account or subscription expires. Format: MM/DD/YYYY. Leave blank if not applicable.
Activation Duration in Days: The number of days from the account creation or activation until it expires. Leave blank if using a specific expiration date.
Memberships: Any groups, the user should be assigned a membership to within the system. This is a comma separated list of group short names.
Billing Code: If applicable, the billing code or department code associated with the user for accounting or HR purposes.
Title: The user's title (mr, mrs, etc) or position within the organization.
Nickname: Any nickname or informal name the user prefers to go by.
City: The city part of the user's address.
State: The state, province, or region part of the user's address.
Country: The country part of the user's address.
Postal Code: The postal or ZIP code part of the user's address.
Address Line 1: The first line of the user's street address.
Address Line 2: Additional address information, such as apartment or suite number.
Phone: The user's primary telephone number.
Fax: The user's fax number, if applicable.
Notes: Any additional notes or information relevant to the user's account.
Welcome Letter CC: Email addresses to carbon copy (CC) on the welcome letter, if any are sent out upon account creation.
Welcome Letter BCC: Email addresses to blind carbon copy (BCC) on the welcome letter, ensuring privacy of the recipients.
Guidelines for Completion
Ensure all mandatory fields are completed for each user. Mandatory fields typically include Login, Email, First Name, and Last Name.
Use consistent formats for dates (MM/DD/YYYY) and phone numbers to ensure data integrity.
For fields not applicable to a user, leave them blank. Do not input "N/A" or similar text unless specified by your system requirements.
Double-check the spreadsheet for accuracy and completeness before uploading to avoid errors in user creation or updates.
This documentation should help streamline the process of adding or updating users in the NexPort Campus system, ensuring that all necessary information is accurately captured and processed.

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Last updated 1 year ago

To upload multiple users

Step 1: Click Administration > Manage Users > Upload Users.

Step 2: Do the following to upload users in NexPort Campus:

Step 2a: Download the Microsoft Excel spreadsheet template, and then save it on your computer.

Step 2b: Type the user information in the Microsoft Excel spreadsheet template for the users you need to add to NexPort Campus.

Step 2c: Upload the Microsoft Excel spreadsheet.

Step 2d: Select or clear the Send Welcome Letters, Resend Welcome Letters, or Update Existing Users check boxes.

Check box

Description

Send Welcome Letters

If selected, all new users receive a welcome letter from the organization that they receive a subscription from. Existing users do not receive a welcome letter.

For more information about how to customize a welcome letter, see .

Resend Welcome Letters

All existing users receive a new welcome letter from their organization. For more information about how to customize a welcome letter, see .

Update Existing Users

If selected, then any users identified that already exist are updated with the new information found on the spreadsheet. If not selected, the existing users are ignored.

Step 2e: Click Process Users.

The user information is updated.

Bulk User Upload Spreadsheet Reference

To assist NexPort Campus administrators with the process of uploading new users or changing existing users via the provided spreadsheet, here is a comprehensive guide on what to input in each column of the spreadsheet. Ensure that the first row consists of the headers as listed below, and each subsequent row represents a single user to be added or modified.

Spreadsheet Columns and Descriptions

Login: The user's unique login identifier. It's typically their username used for logging into the system.
Email: The user's email address. This should be a valid and active email as it may be used for communication and password resets.
First Name: The user's first name.
Middle Name: The user's middle name. This field can be left blank if the user does not have a middle name.
Last Name: The user's last name or surname.
Culture: The user's locale or culture code, indicating their preferred language and regional settings (e.g., en-US for English, United States).
Password: The initial password for the user's account. Ensure it meets the system's security requirements. If updating an existing user the password can be left blank.
Provider: The authentication provider for the user. Specify if the system uses multiple authentication sources.
Subscription Group Shortname: The short name for the to which the user should be added.
Expiration Date: The date when the user's account or subscription expires. Format: MM/DD/YYYY. Leave blank if not applicable.
Activation Duration in Days: The number of days from the account creation or activation until it expires. Leave blank if using a specific expiration date.
Memberships: Any groups, the user should be assigned a membership to within the system. This is a comma separated list of group short names.
Billing Code: If applicable, the billing code or department code associated with the user for accounting or HR purposes.
Title: The user's title (mr, mrs, etc) or position within the organization.
Nickname: Any nickname or informal name the user prefers to go by.
City: The city part of the user's address.
State: The state, province, or region part of the user's address.
Country: The country part of the user's address.
Postal Code: The postal or ZIP code part of the user's address.
Address Line 1: The first line of the user's street address.
Address Line 2: Additional address information, such as apartment or suite number.
Phone: The user's primary telephone number.
Fax: The user's fax number, if applicable.
Notes: Any additional notes or information relevant to the user's account.
Welcome Letter CC: Email addresses to carbon copy (CC) on the welcome letter, if any are sent out upon account creation.
Welcome Letter BCC: Email addresses to blind carbon copy (BCC) on the welcome letter, ensuring privacy of the recipients.

Guidelines for Completion

Ensure all mandatory fields are completed for each user. Mandatory fields typically include Login, Email, First Name, and Last Name.
Use consistent formats for dates (MM/DD/YYYY) and phone numbers to ensure data integrity.
For fields not applicable to a user, leave them blank. Do not input "N/A" or similar text unless specified by your system requirements.
Double-check the spreadsheet for accuracy and completeness before uploading to avoid errors in user creation or updates.

This documentation should help streamline the process of adding or updating users in the NexPort Campus system, ensuring that all necessary information is accurately captured and processed.