How to use the Import Wizard to add and edit staff
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The following video will show you how to use the Import Wizard to add many staff at once. You can also scroll down for a step-by-step guide.
Step by step guide: 1 - Preparation
The Import Wizard can mass-create users in Purple Mash using data from a spreadsheet. Be aware, all staff users are sent a password link, this isn't set in 2Lasso.
Display name is the name that will be displayed when a member of staff is logged in. This is helpful particularly when a teacher might have their screen displayed on an interactive whiteboard,
Class should be the class name rather than the year group especially in multiple-form entry schools.
Email address is important as a unique identifier for staff and also allows them to use the retrieve password features in Purple Mash.
We can mass-generate usernames for you at a later step. However, if you wish to set it up yourself you can add the column with the headers 'username'
Step 2 - Upload data to Purple Mash
Click on 'Staff' on the left-hand menu.
The Import window will open.
The 'First row is header box' is automatically ticked. If you have not added headers to your spreadsheet, you should untick this or the first user in your spreadsheet will be lost.
You have two options to put the data on your spreadsheet into Create and Manage Users:
You can save your spreadsheet as a .csv file. Then click on 'Select a file' and select that csv file.
Or you can highlight and copy your staff information, and then paste it into the box provided.
Your data may not align into neat columns but don't worry, this shouldn't be a problem.
Next you will be able to confirm that the column headers are matched to the correct data, e.g. that the column header 'Firstname' refers to a list of first names!
If a header is incorrect you will be able to click on the drop down arrow and choose the correct header title.
Any columns that the program cannot identify will be given the header 'Ignore' and will be removed at the next step unless changed.
Step 3 - Generate Usernames
After clicking next you will be offered 4 ways to mass generate usernames.
Options & Examples
Select your preference and then click next.
Step 4 - Confirm and Complete
Here you can check if everything is correct.
Finally, click 'Finish' and you will see the a confirmation of the users that have been successfully added. Make sure that this number matches the number of users you were expecting.