Step 1. Download Template
Download user and organization CSV file
Once you download your file, follow the guidelines in the next step. The more accurate the data you provide, the quicker we can can get your new organizations and users onboarded.
Step 2. Populate Template
Upload Users
If the data in your CSV has been imported from another system, take the time to check if it is complete and does not include duplicates. We validate the data before importing it into the platform. If we come across issues, we’ll need your input to correct the data. This will slow down the onboarding process.
Upload Organizations
Data from other automated sources sometimes include duplicates and missing fields. Common errors, such as generic emails and empty required fields will require us to check with you to confirm fixes.
Step 3. Upload Template to ForumPass
When you’re satisfied your files are complete, reach out to your Exostar contact. We will provide a secure link to upload your files via Exostar’s ForumPass application. Please note, to upload a file, you must have access to Exostar’s Managed Access Gateway (MAG), and be explicitly invited to the ForumPass site.