Article: Assure Member Bulk Upload Template Instructions

Step 1: Go to the Assure Member's Affiliated table

• From the top menu, click “Member”.
• Then select “Assure Member” under the Affiliation section.

Step 2: Open the Bulk Upload Tool

• Click the “+Create” button.
• Then select “Bulk Upload” from the available options.

Step 3: View Template Instructions

• Click the “Template Instructions” tab.
• Review the instructions carefully before editing the spreadsheet.

Step 4: Complete the Bulk Upload Spreadsheet

To ensure a successful upload, the spreadsheet must be completed exactly as outlined below:

1. Open the spreadsheet on your computer.
   Download and open the template provided in the Template Instructions tab.

2. Fill Out Required Fields for Each Member

A. First Name (Required)
B. Last Name (Required)
C. Member Email Address (Required)
D. Package Name

• Must match the name listed under "Available Packages" on the bulk upload page.
• See help desk guide: Locate Your Assure Package Name for the Bulk Upload Template

E. Package End Date (Required)

• The last date the member needs access to Assure requirements.
  F. Program (Required)
• This refers to the specific academic program or department the member is affiliated with at your school (e.g., BSN, MSN, PTA).
• View your available programs in the top right of the Template Instructions tab.

G. Is Student? (YES/NO)

• Indicate "YES" to create a Student membership in ACEMAPP Collaboration (Includes membership fee)

H. Is Faculty? (YES/NO)

• Indicate “YES” to create a faculty membership in ACEMAPP Collaboration

I. Access Date (mm/dd/yyyy)

• Required only if "YES" is selected for Student or Faculty
• Indicates the start of the member's one-year membership period.

J. Access End Date (mm/dd/yyyy)

• Required only if "YES" is selected for Student or Faculty
• Indicates when a student should no longer have access to your school in ACEMAPP.

3. Save the spreadsheet
   • Once completed, save the file on your computer in its original CSV format.