Importing Mentors
MS

MassChallenge Support

Created Feb 16, 2024

Importing Mentors

14
    s

Staff

13 Steps

This is an easy way to label or tag people as mentors for a given program.

1

From staff dashboard - click on People

From staff dashboard - click on People
2

Click on People…

Click on People…
3

Scroll down to the Find Experts section

Scroll down to the Find Experts section
4

If you prefer a video walkthrough, click on How-to Video next to Importing Mentors. It will give the same tips as this article, so feel free to use that if you prefer that learning style.

If you prefer a video walkthrough, click on How-to Video next to Importing Mentors. It will give the same tips as this article, so feel free to use that if you prefer that learning style.
5

Click on Import Mentors

Click on Import Mentors
6

Click on this CSV template to download it.

Click on this CSV template to download it.
7

Please read the steps here for how to do this - especially the part about only adding 1 email address per row

Please read the steps here for how to do this - especially the part about only adding 1 email address per row
8

Here you can enter in the emails you'd like to add. Save the csv.

Here you can enter in the emails you'd like to add. Save the csv.
9

Next to Program role,choose the role for the program you'd like. Confirmed mentors are those who have already confirmed with you over email, call etc.

Next to Program role,choose the role for the program you'd like. Confirmed mentors are those who have already confirmed with you over email, call etc.
10

Then click Browse and upload your csv you just edited.

Then click Browse and upload your csv you just edited.
11

Click on upload

Click on upload
12

Here you'll see a summary of what's about to be tagged.

Here you'll see a summary of what's about to be tagged.
13

Click on Confirm

Click on Confirm
Well done!
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