Update USER ACCOUNT IMPORT screen (and others)

Update USER ACCOUNT IMPORT screen (and others)

I was just required to make multiple attempts at uploading new account data for existing users because Matrix does not state that EACH ROW MUST BE UNIQUE.  Many other systems simply read past multiple rows and update only fields that are "new" in a row.

Here is a proposed revised screen (at no charge).

Import Accounts

  1. Select the CSV File: To add accounts, upload a CSV (comma-separated value) file.
  2. Map Columns: Indicate the column for each value (e.g., user ID, password) and press Continue.
  3. Automatic Assignments: If you omit a user ID and/or password, unique values will be generated automatically, and a new user will be created.
  4. Confirmation Step: You will be asked to confirm the information before the accounts are added.

Key Notes:

  • If an account with a matching participant ID or teacher ID is found, its fields will be updated instead of creating a new account.
  • Each row must be unique—two rows cannot contain data for the same user.

Log-In Instructions:

  • You can decide whether log-in information is sent to new users.
  • If enabled, new users will receive log-in instructions containing their ID, password, and a link to log in.
  • If an email address is included, the message will also be sent to the user’s email within 15 minutes.