Important Note: This article discusses classic functionality. For information on the modern applicant experience, refer to the Applicant Experience Knowledgebase article.
You can easily create new applications/registrations in batches, instead of one at a time. Creating new applications/registrations is possible for all program types, but each batch creation must be for a single program. You must have the ' Applicants - Application admin: batch create applications' permission to use this tool.
Note: Please note that this feature is not available to clients whose Terra Dotta site is not integrated with a student information system or for whom SCL Authentication is not enabled. Maintenance > Data Import/Export should be used instead to import applications in such cases.
Here are the steps to accomplish a batch creation of applications/registrations:
1.Navigate to Applicants > New Application and click on the tab called ' Batch Import'.
2. Select the relevant program from the options in the drop down list and click ' Continue'. A search bar is provided to allow you to quickly look for keywords in your program names.
3. You will have a choice between entering the user names in a comma or semi-colon delimited list or importing a .csv or tab/comma/carriage return/line feed delimited .TXT file containing the list of usernames. You can also choose to make these application non-processed, meaning they will not receive emails from your site. Note: We recommend using a file containing no more than 30 new users at a time to ensure the process is completed.
4. After clicking ' Create' a page will appear with a list of the new applications/registration that have been created.
The Batch Application Import tool can be used to create enrollments for new integrated users or any pre-existing user in your User Table. It will verify the users' identities in the SIS data source or Users Table prior to creating the application. For this reason, your site must be integrated to fully benefit from the tool. It is possible to create Applications/Registrations for external users, but they must be present in your User Table first. If you are a non-integrated site, it is better to use the Maintenance > Data Import/Export tool to create new applications/registrations in batches.