creating accounts with tsde
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71 WEST 23RD STREET, NEW YORK, NY 10010 · T 1.800.311.5656 · e [email protected]
Quick-Start Guide Creating Accounts in TSDE
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Before you get started, prepare a .CSV file with the information needed to create faculty or student accounts. The .CSV should include the following information for each account you will create:
- ID Number - First Name - Last Name - Email Address - User Name
To begin, open the System Administrator page.
Enter your System Administrator login credentials and click Login.. These credentials may not match your Taskstream login credentials. You can verify your credentials by contacting Mentoring Services at 800-311-5656 or [email protected].
In the Systaem Administrator menu, click Go to access the TS DataExchange.
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Click “Create & view Taskstream accounts.”
Locate the key code with which to create new accounts. Please note that faculty accounts and students accounts will need to be created separately. Click Import New Subscribers to add accounts to a key code.
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Click Choose File and select the .CSV with needed account information.
After selceting the .CSV file, click Continue.
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Make sure the default table fields are appropriately mapped the fields you included in your .CSV, then click Continue.
Your .CSV will process and render a result. The result page will show you how many accounts can be successfully created, and will provide an error report. If you wish to create the eligible accounts, choose whether or not the account holders should be notified via email, then click Create Accounts.
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The accounts will be created and, if selected, notifications will be sent. The Import Results page will allow you to open and view a detailed results report if you wish.