You can easily import users into Checkbox, either by uploading a .csv file or copying and pasting from Excel.
Users can be administrative users or respondents. Please note that users must all be assigned the same role at import. For instance, you cannot import respondents and survey administrators at the same time.
Prepare your .csv file
If you are importing from a file, your file should be saved as a .csv file format. In the image above, we have created a simple import file in Excel, with a column for each of the fields we want to import, and then saved it to our Desktop as a .csv file. If you are copying and pasting from Excel, you will still want to prepare your file with a column for each field but you can skip saving it as a .csv.
Choose to import users
Click the Users link at the top of your application then, from the Users tab, click ‘+User’ -> Import from file (choose this option whether you are importing a file or copying and pasting).
Choose the columns you want to import/paste
Next, you will want to map the columns to your .csv file or spreadsheet to the user profile properties in Checkbox.
Note: Checkbox comes preloaded with the profile properties FirstName and LastName. If you would like to add any additional, this can be done in Settings -> User Settings -> Profile Properties. All profile properties should be set up prior to starting your import.
Choose the profile properties from the left and add them to the right of the layout wizard. Make sure you add them in the same order as they appear in your .csv file or spreadsheet. Click Next.
Choose to upload or copy/paste
Click the radio button for either file upload or copy/paste. If you are uploading a file, click the ‘Select File to Upload’ button and browse for the file to upload. If you are copying and pasting from excel, paste your columns into the box provided.
Verify the import
On the next screen, verify that your data looks correct. If you would like to change anything, click the ‘Back’ button to re-paste or re-import. Click Next.
Assign role(s) to your user(s)
Choose which role(s) you would like to assign to your users. View our Roles Guide for more information on user roles and permissions. Click Next.
Note: All users in a single import must be assigned the same role(s). If you would like to assign your imported user’s different roles, you must import them in separate batches.
Choose to add your users to Groups
On the next screen, choose which groups (if any) you would like to add your users to. If you do not see any available groups, you have either not set them up or do not have access to them.
Note: You may use the User Import function for the sole purpose of quickly adding users to Groups (rather than doing it manually, one by one). To add existing users to a new User Group in bulk, import only the users’ User Names, do not change their roles on the Roles screen, and add them to the new group on the Groups screen of the import wizard. Then, on the next screen, make sure you check off the option to “Update existing users.”This will update the users’ profiles with the new User Group, but will not change anything else about the user.
Review and Finish
On the next two screens, review and finish your import. If you would like to make any changes, click the ‘Back’ button before clicking ‘Finish.’ Make sure you receive the confirmation message that your users have imported successfully before closing the import wizard window.