Guides Consortium Folder Management Creating institutions in bulk

Creating institutions in bulk Consortium Admin

Dashboard
Pro
Reports
Search
Support
Licences(468)
Search by Institution name
Licen… Institutio… Name Email Location Start Date Expiry … Accou… Users Allocat… Sub… Actions
16331BLDEA’s …Dr Praka…princip…INDIA2026-01…2027-…Dr. H. S…1009990
16330College of…Dr. VG V…princip…INDIA2026-01…2027-…Dr. H. S…1009992
16304Century …VINAYprincip…INDIA2026-01…2027-…Dr. H. S…1009990
16303Prithvi C…Christinapvrcon…INDIA2026-01…2027-…Dr. H. S…1009990
+
Create Pro Account Create Multiple Pro Accounts
Dashboard
Pro
Reports
Search
Support
Create Multiple Pro Accounts
Download Template
File Format: CSV
Mandatory fields : Institution Name* , State* , Country* , Address* , Coordinator Name* , Coordinator Email* , Designation* , Phone* , No Of Users* , No Of Submissions* , Account Manager*
Max licenses: 100
Browse your file here
Multiple_License_Upload_Template.csv (4)
SLInstitution NameStateCountryCoordinatorCoordinator EmailPhoneUsersSubsDel
1
Sunrise Institute
Karnataka
India
R. Menon
principal@sunrise.ac.in
12567890
Invalid phone number
50
2000
2
Grantham College
Karnataka
India
S. Iyer
principal@grantham.ac.in
12567890
Invalid phone number
30
1200
3
Vidya Nursing School
Kerala
India
A. Thomas
office@vidya.ac.in
9845012255
25
900
4
Vidya Nursing School
Kerala
India
A. Thomas
office@vidya.ac.in
9845012255
25
900
* Please remove the repeated email addresses and institution names before proceeding.
Submit
Interactive guide

Uploading many institutions at once

Download the template, fill it in, upload it, then correct anything the preview flags before submitting.

Creating Institutions in Bulk

When you are onboarding a whole group of institutions at once, uploading a CSV is far quicker than filling the form repeatedly. The upload is checked before anything is created, so mistakes are caught while they are still easy to fix.

Download the template

  1. Select Pro in the left-hand menu.
  2. Click the + button, then Create Multiple Pro Accounts.
  3. Click Download Template in the top-right corner.

The file is named Multiple_License_Upload_Template.csv. Fill in one row per institution, directly beneath the existing headings.

Do not change the template's structure. Leave the column headings exactly as they are, do not reorder them, and do not add extra columns. The upload is matched against the expected layout, so an edited template will be rejected.

What each row needs

Eleven columns are mandatory:

Department is the only column you may leave blank.

One upload carries a maximum of 100 institutions. If your list is longer, split it across several uploads.

Uploading the file

Click Browse your file here and choose the completed CSV. The file format must be CSV — if you have been editing in Excel, use Save As and keep the comma-delimited format rather than converting to .xlsx.

Nothing is created at this point. The upload opens a preview showing every row exactly as it will be registered.

Correcting the preview

The preview is editable, and it validates as you go.

Duplicates block the whole upload. If the same email address or institution name appears more than once, a message appears along the bottom of the preview asking you to remove the repeats before proceeding. Delete the duplicate rows or change the values, and the message clears.

Submitting

Once the preview is free of errors, Submit becomes active. Click it and every institution in the list is registered under your consortium at once. Each co-ordinator receives their credentials by email, exactly as with a single account.

Back to Consortium guides