Organizations can upload User information. This lesson provides information on creating a Users file and how to upload it into eduCLIMBER.
Required Permission: Upload Data into eduCLIMBER
Create a Users File
| Column | Definition | Required | Format | Example |
| User ID |
A global identifier for the user record. Value is unique to each user and should be the same ID type that’s provided in the regular roster extract. |
Yes | 560069440 | |
| First Name |
First name of the user. |
Yes | Madelyn | |
| Last Name | Last name of the user. | Yes | Peters | |
|
Email address. Must be unique to the user. |
Yes | mpeters@schooldistrict.org | ||
| School Year |
The School Year we will use to assign schools and grades. Will be utilized to determine what records to purge. NOTE: Add ALL for the school year value if the user should have the school and grade assigned for all years. |
Yes |
YYYY-YYYY (ex. 2023-2024) |
2023-2024 |
| School |
The School the user is assigned to. If assigned to multiple schools, they should have a separate row per school. If assigned to no schools, leave blank and no schools will be assigned. |
No | Dewey Elementary | |
| Grade |
The Grade the user is assigned to. If assigned to multiple grades, they should have a separate row per grade. If assigned to no grades, leave blank and no grades will be assigned. |
No | 3 | |
| Permission Group |
Permission group user should be assigned to. Allows for comma-separated list if assigned to multiple groups. If column provided and is blank, will remove all imported permission groups from user. NOTE: This importer is configured to add permission groups to users, it does not remove them if it is not included in the file. Removal of access will need to be done manually within the system. |
No | Building Leaders, PBIS Coaches | |
| Active |
Specifies account status for the user, either active or inactive. Will only deactivate if provided on the file. |
No |
Active [Yes, Y, 1, True]
Inactive [No, N, 0, False] |
Y |
NOTE: Purging of users' schools and grades access can only happen when performing a user upload via sFTP. Using the sFTP process allows us to know that we are receiving a full file. Users are never purged from the system. Rather, schools and grades are removed from their account.
Districts can create a CSV or .XLSX file to upload User data. Uploading data can be done automatically via SFTP or via manual upload.
While teacher roster data is added via the SIS upload, creating a Users file allows districts to:
- Import users not added via SIS (i.e. administrators, specialists, etc.).
- Add users to permission groups in bulk.
Automatically Upload Users via SFTP
Create the Users file. Once the file is created, it can be automated via SFTP. Ensure the following:
- The SFTP Connection Information (learn where to access this information in eduCLIMBER)
- Username
- Password
- Server: sftp.educlimber.com
- Port: 4545
- Save Location: ./users
- A means of scheduling the transfer of the file
- Each Student Information System (SIS) may provide a unique way of doing this.
- There are some SISs that do not offer a way to transfer files directly from their interface.
Manually Upload Users
- Go to Uploads.
- Select Upload.
- Choose Upload Student Data.
- Select the created Users file.
- Choose Users as the Upload Type.
- Select Upload.
After the file is processed, additional steps may need to be taken, including addressing any errors on the file if the required data was not added to the file initially.
After uploading, data can be manually managed within the interface. Visit Create and Manage Users for more information.
Next Steps
After the data has been uploaded into eduCLIMBER, visit the Users and Security section to see how to manage users and user groups.