Manage the Upload accounts tab

Users are most often added dynamically through your SIS integration; however, some schools or districts will instead use the Upload Accounts area to upload a segment of people to then assign them into an Account Type.

Important Notes

Those with an SIS integration do not use the Upload accounts tab as their data is all submitted dynamically or syncing daily via scheduled imports.
Using imports and uploading accounts on your own may result in account deletion.
If you are uncertain about your organization's account setup, please reach out to Finalsite support for guidance.

Navigate to the Upload accounts tab

In the Accounts area, click on Upload accounts to get started.

upload accounts tab.png

Step 1: Configure your options

Configure the following options before downloading and editing your template

Select an account type to upload: What role will be assigned to these people that you are uploading? Maybe they are all parents, all community members, etc.
Select an organization to add accounts to: This dropdown allows you to select the school, building, or different organization that these people will be assigned to.
Remove accounts not in file: Before checking or unchecking this box, make sure you understand what will happen!

The "Remove accounts not in file" checkbox

This checkbox means when you are uploading new accounts, if checked, it will override and remove any accounts that are not in the upload file. Checking the box next to “Remove accounts not in file” will wipe out every existing account!

Check the box	Uncheck the box
If you do NOT have a dynamic integration set up, flowing your data into MXR-E. Uploading a complete set of new data, establishing all user accounts in your system. You have fresh / new year of data in a manual upload datasheet and want to remove obsolete or inactive accounts from the system. You aren’t concerned with what already exists in your data, but want a complete overhaul of data.	Uploading a defined segment of users (e.g. new board members in a group) Updating student accounts and your upload file doesn’t include parent accounts. (so you don’t delete parent accounts) If your upload file may be incomplete or with errors (so as to not delete active users) When updating accounts with new account IDs different from those currently in the system.

Step 2: Download template

Click the Download Template button to download the datasheet where you’ll be adding your data.

Step 3: Reopen template in spreadsheet software

To help you complete your datasheet in the correct way, follow the Getting Started instructions in the box on the right (also listed here):

Create your file using the template below
The first row of the file must be the header
Header names must match the template file
Required fields are First Name and Last Name
Required fields for Parent role are First Name, Last Name and StudentID
If Pull from file is selected, or Employees is selected, Role Name is required
If All organizations is selected, Organization ID is required
File must be in CSV format
To define languages, use names found here (attach and link Languages.csv)
To define roles, use the names found here (attach and link Role Names.csv)

Step 4: Click Upload File button

Once you know that you have completed the spreadsheet following all of the instructions:

click the Upload File button on the Upload Accounts page
select the datasheet that you have edited and saved

Step 5: Confirm success in status window

There will be a live status just below the Upload File giving you updates on the success of your upload.

Important Notes

When checking the “Remove accounts not in file” box, any new accounts in your datasheet that don’t match the AccountID of existing accounts in your system will not be included in your upload.
Required fields for each row are:
- First Name
- Last Name.
- Except for the Parent role which not only needs First Name and Last Name but also a StudentID.
The ONLY acceptable file type is: CSV.