Select or create a group in e2Campus to receive your users



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Date03.06.2017
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Contents


Overview 2

Batch Upload of Users 3


1) Select or create a group in e2Campus to receive your users (e2Campus Admin) 3

2) Properly format your Excel file (Alumni Affairs) 3

3) Save your spreadsheet as a comma-delimited .csv file. (Alumni Affairs or e2Campus Admin) 5

4) Upload your batch file to e2Campus (e2Campus Admin) 5

Batch Deletion of Users 6

1) Download a list of the users in the group (e2Campus Admin) 7

2) Upload your batch file to e2Campus (e2Campus Admin) 8

Batch Group Change for users 9

1) Format your list for grup membership (e2Campus Admin or Alumni Affairs) 10

2) Upload your batch file to e2Campus (e2Campus Admin) 10

List of Supported Cell Phone Carriers 11





Batch Upload and Batch Delete of Users in e2Campus

Overview

It is possible to use an Excel file of user information to upload a number of users in a batch, or delete them in a batch. This is particularly helpful when creating lists of temporary users such as for campus-wide events (Commencement, Reunion, Celebration Weekend, etc.)


You will need to create an Excel file with their phone number, cell phone carrier, first name, last name, and user ID – formatted appropriately for e2Campus – and then upload the list to the system. Both operations are found under Tools > Opt-Out when logged in as an administrator.
Detailed directions are listed below, and can be found in the e2Campus manual (found at http://skidmore.edu/webhelp/faqs/ under Emergency Systems, or downloaded from the Help tab in e2Campus).
Directions for this process are found in the e2Campus manual in sections 4.11.5 Uploads, and 4.11.5.2 Simple CSV Upload. The directions below are simplified versions of the manual pages.
c:\users\jcrewell\desktop\opt-out.jpg

Batch Upload of Users


  • Create a group in e2Campus to receive your users.

  • Properly format your Excel file, and then save as a .csv file

  • Upload to e2Campus


1) Select or create a group in e2Campus to receive your users (e2Campus Admin)





  • Log in to e2Campus as an administrator - https://www.skidmore.edu/apps/e2campus/admin_login.php

  • Go to Groups > Private.

  • You will see that there are already three groups set up for major campus events. To use an existing group, note the group name exactly as represented – spelling and capitalization count!

    • Celebration Weekend

    • Commencement

    • Reunion


c:\users\jcrewell\desktop\private-group.jpg


  • To create a new group, fill out the Group Name, a brief Description, and a Keyword if desired, and then click Add Group. Your empty group will be prepared for use in your upload. Note the group name exactly as represented – spelling and capitalization count!

2) Properly format your Excel file (Alumni Affairs)


  • Create an Excel spreadsheet of your desired users, their cell numbers, their cell providers, and assign them a user ID.

  • Skidmore staff members should be entered into the group as normal members using the described process, which adds them as special group members – their original e2Campus accounts remain unchanged.

  • All are required! The format is as follows:




  • First column: label = user_name, contents = user ID (see below).

    • This must be the first column!

  • Second column: label = phone_1, contents = cell number (10 digits)

  • Third column: label = last_name, contents = last name

  • Fourth column: label = first_name, contents = first name

  • Fifth column: label = carrier_1, contents = cell carrier name

    • Carrier name must be provided! If it is not known, enter the word default.

  • Sixth column: label = expire_date, contents = date of desired expiration of user, in mm/dd/yyyy format.

  • Seventh column: label = group_1, contents = the group name you want them to become members of – capitalization and spaces count! See above for directions on group names.



c:\users\jcrewell\desktop\upload-format.jpg
User name – you should form a username based on the ID of the event in question, followed by an underscore and a 5 digit number.

  • The first digit must always be a zero

  • Staff should be entered in the same format, so that they are part of this group!

  • Example formatting for user name entries:

    • CO_00001 = Commencement User #1

    • RE_00005 = Reunion User #5

    • CE_03456 = Celebration Weekend User #3456

    • If you don’t know how to make a column of incrementing numbers, check out this Office Support article on the topic


Expiration date – you should choose a date very soon after the end of your event. In this example, the date chosen is the Monday after Commencement, in case families remain on campus the next day for moving out.
Carrier – if no carrier is provided for the user, their information will not be processed. Carrier information is required! If none is provided you should enter the word default for that user.
Group – see above, but choose from

    • Celebration Weekend

    • Commencement

    • Alumni Reunion



3) Save your spreadsheet as a comma-delimited .csv file. (Alumni Affairs or e2Campus Admin)


  • Once properly formatted, save your Excel spreadsheet as a .csv file.

    • File > Save As > change the file type to CSV (Comma delimited) (*.csv) in the drop down.




c:\users\jcrewell\desktop\save-as.jpg

4) Upload your batch file to e2Campus (e2Campus Admin)





  • Log in to e2Campus as an administrator - https://www.skidmore.edu/apps/e2campus/admin_login.php




  • Go to Tools > Opt-Out. This is somewhat of a non-sequitur, as you want to import users, but this is the correct area to do so.



c:\users\jcrewell\desktop\opt-out.jpg


  • Click off each of the 5 tick boxes to agree that you are uploading valid opt-in data.

  • Click the Browse button and find your file on your computer. Be sure to select the .csv version!

  • Click Upload File.

  • You will receive an email from e2Campus notifying you when the process is completed.

  • Users will also receive a text welcoming them to the system, and providing opt-out information.

  • You should manually check the group to make sure your users were added. Click
    Groups > Private, and then click on Users next to your group name to see a list.


c:\users\jcrewell\desktop\check-users.jpg

Batch Deletion of Users


  • Download a list of the users in the group

  • Edit and reformat the list, and then save as a .csv file

  • Upload to e2Campus

If Skidmore staff members were entered into the group as normal members using the above process, they will only be removed from group membership – their original e2Campus accounts remain unchanged.



1) Download a list of the users in the group (e2Campus Admin)





  • Log in to e2Campus as an administrator - https://www.skidmore.edu/apps/e2campus/admin_login.php

  • Go to Groups > Private.

  • Find your group, and click Users to see the list.


c:\users\jcrewell\desktop\check-users.jpg


  • When the list is displayed, scroll to the bottom to find the Export all users in this group link. Click it, and save the file to your computer.

  • Open the file in Excel.

  • Delete the first row (the column headings).

  • Delete all columns EXCEPT user name.

  • Insert a new column in front of user name, and in the column enter delete_user for each individual.



c:\users\jcrewell\desktop\delete-format.jpg



  • Once properly formatted, save your Excel spreadsheet as a .csv file.

    • File > Save As > change the file type to CSV (Comma delimited) (*.csv) in the drop down.




c:\users\jcrewell\desktop\save-as.jpg

2) Upload your batch file to e2Campus (e2Campus Admin)





  • Log in to e2Campus as an administrator - https://www.skidmore.edu/apps/e2campus/admin_login.php




  • Go to Tools > Opt-Out.



c:\users\jcrewell\desktop\opt-out.jpg


  • Click off each of the 5 tick boxes to agree that you are uploading valid data.

  • Click the Browse button and find your file on your computer. Be sure to select the .csv version!

  • Click Upload File.

  • You will receive an email from e2Campus notifying you when the process is completed.

  • You should manually check the group to make sure your users were removed. Click
    Groups > Private, and then click on Users next to your group name to see a list.


c:\users\jcrewell\desktop\check-users.jpg


Batch Group Change for users


  • Edit and format the list, and then save as a .csv file

  • Upload to e2Campus



1) Format your list for grup membership (e2Campus Admin or Alumni Affairs)


  • Open the file in Excel.

  • Delete the first row (the column headings).

  • Delete all columns EXCEPT user name.

  • Insert a new column in front of user name, and in the column enter add_groupuser for each individual.

  • Insert a new column after the user column, and enter the group name for each individual.



c:\users\jcrewell\desktop\change-group.jpg


  • Once properly formatted, save your Excel spreadsheet as a comma-delimited .csv file.

    • File > Save As > change the file type to CSV (Comma delimited) (*.csv) in the drop down.

c:\users\jcrewell\desktop\save-as.jpg

2) Upload your batch file to e2Campus (e2Campus Admin)





  • Log in to e2Campus as an administrator - https://www.skidmore.edu/apps/e2campus/admin_login.php




  • Go to Tools > Opt-Out.



c:\users\jcrewell\desktop\opt-out.jpg


  • Click off each of the 5 tick boxes to agree that you are uploading valid data.

  • Click the Browse button and find your file on your computer. Be sure to select the .csv version!

  • Click Upload File.

  • You will receive an email from e2Campus notifying you when the process is completed.

  • You should manually check the group to make sure your users were changed. Click
    Groups > Private, and then click on Users next to your group name to see a list.


c:\users\jcrewell\desktop\check-users.jpg


List of Supported Cell Phone Carriers


Visit http://www.e2campus.com/support/carrier-support for an up-to-date list.



Premium Support

Standard Support

Aliant

Alltel


AT&T (Cingular)

Boost Mobile

Cellular South

Cincinnati Bell Wire

Credo Mobile

Nextel


NTELOS
Rogers Canada

Singtel


Sprint PCS

SUNCOM


T-Mobile

Tracfone


U.S Cellular

Verizon


Virgin Mobile

Airpage

Alaska Communication Systems

American Messaging

Amp’d Mobile

Aquis Communications

Arch


ATS BEEP

Bell Canada

Bluegrass Cellular

Cellcom


Cellular 29 Plus

Cellular One and Cellular One Illinois (Regional)

Centennial Wireless

Consumer Cellular

Cricket

Dobson


Edge Wireless

Five Star Wireless

Hargray Wireless

Helio


Immix

iWireless

Lyrix Wireless

Metro PCS

Metrocall

Mid-Tex Cellular

NE Penn Telephone

Net10


Panhandle Telephone

Pioneer Telephone

Qwest

RCS Wireless



Sasktel

Schuykill Mobile Fone

SkyTel

SouthernLINC



SunCom / Triton

Telus


Unicel

USA Mobility



West Central Wireless

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