How can I use the CSV import tool to bulk add or edit users to an institutional account?

If you've got more than a few dozen users on your account, you'll want to consider using our CSV import tool to speed up the job and make the process of maintaining your user base even easier.

In order to successfully complete your upload, you'll need to carefully follow the instructions as laid out in the example template.

If your upload fails, you will see specific error messages that can help you resolve any data issues - please read these carefully and adjust your upload.

If you're just getting started, please follow these steps: 

1. Click 'Bulk Add' from your 'Manage Users' page - https://www.mote.com/my-school/manage-users/ 

If you can't access the 'Manage Users' page once you are logged in, that probably means you're not an Account Owner or Administrator. Speak with whoever set up your institution's Mote account to proceed. 

2. You will need a copy of our template to upload your user list - select either 'Open in Sheets' or 'Download CSV' to proceed.  

Choose Sheets if you prefer to work with the user data in your Google Drive, however please note that you will need to export the finished user list to a CSV file in order to upload it to Mote.

This video is a little out of date, and the user experience has changed a little, but it is still broadly correct in showing how to complete the template.

3. Add your data to the template, and then upload the completed CSV file. When uploading, we will validate the data and alert you to any errors. Please resolved these errors in order to complete the import. 

If you're updating your user list, just follow these steps:

1. Click 'Bulk Add' from your 'Manage Users' page - https://www.mote.com/my-school/manage-users/ 

2. Click Email me my user list to get a copy of your existing users. 

3. Check your inbox for an email with a link to download the CSV file - this may take several minutes to arrive. To update your user list remember the following:

• Anyone that you remove from your account will continue to have a Mote account, however they will no longer have access to an Unlimited license. We auto-delete Free accounts after a period of inactivity - see this article for more details 
• Anyone that remains on your list will continue to have a Mote account, and they will not receive any notification of change.
• Any adult user that you add to your account will receive a notification email. If they are already a Mote user their existing account will be automatically upgraded. If they are not yet a Mote user, they will be encouraged to sign-up and will be upgraded automatically when they first login.
• Any minor user that you add to your account will NOT receive a notification, but will have an Unlimited account status.

Edit your data in the CSV file, and then upload the updated file using the 'Add CSV' function. Resolve any errors in order to complete the import.