CSV Upload of organisations registration limits

Please note that the function of editing the registration limit for a large group of organisations in bulk is available for Global Administrators only.

If you need to set the registration limit for a large group of organisations in bulk, you can do this by uploading a CSV (comma separated values) file containing the registration limit. In order to upload the CSV file successfully, you must first export your organisation(s) CSV file. Refer to Organisation Export for more information. You should then edit the registration limits within the file and then re-upload to the Portal. If you wish to view the correct format for the CSV file, you can download a sample file from the Upload Organisation Screen by clicking on the sample file hyperlink in the instructions at the top of the page.

The CSV upload process follows a two step process; 1) Validate CSV file 2) Upload organisation. This approach is an alternative to the traditional connector management approach and can be used in parallel or as a new method of organisation bulk upload

Click Admin in the navigation bar at the top of the screen and select Organisations from the drop down menu

 

 

Click CSV Upload at the top left of the screen

 

 

Click BrowseClick Browse

 

 

 

When you have found the CSV file, click on it and click Open

 

Click Validate

 

In the file validation results, you will be able to check whether the file has successfully validated or not. If there are errors in the validation, you will need to edit the CSV file and then re-run the validation process (the previous steps). When the validation is successful:

The following message will be displayed

Success notification

 

Updated on 23/03/2022

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