Importing companies

A step by step guide for importing portal passes into a portal using the Riipen importer

Updated over a week ago

If you have a large existing network of alumni, companies, or general employer whom you interact frequently with and want to bring into your Riipen private network, company imports are the best strategy for a one time mass migration to then give your companies full access to your Riipen portal and private marketplace.

Main benefits of company imports to portals:

  • Easiest way to support a one time large migration of companies

  • Automatically provisions portal passes for the companies

  • Gives instant access to your portal and private marketplace

Once a company has been imported into your portal they will be able to post projects, match with your experiences and work with your learners.



When importing a companies into a portal, several conditional outcomes will occur:

  • A portal pass invite will be created for the given company name, and sent to the given email address.

  • If a portal pass invite already exists for the company, it will be deleted in favor of the newly created invite.

Any existing portal passes will be unaffected.

Once the portal pass invites are received, those employers and companies will be free to accept them and join Riipen in order to be provided full access to your portal.

Note that companies invited to your portal will remain in your portal. They will not be shared outside of your portal with any other users in the Riipen ecosystem unless the company take deliberate action to seek out other opportunities on their own.

Import template

When importing companies into your portal, Riipen will accept a comma separated value (CSV) file. You can download the template file attached to this article to get you started.

Required fields:

  • Company Name

    • Type: String

    • Description: The name of the company.

  • Email

    • Type: String

    • Description: The email address of an employee of the company you wish to directly invite.

How To

Prepare an import file

The following steps can be completed by administrator of your portal.

  1. Click "Settings" below the "Portal" group in the main navigation.

  2. Select the "Imports" tab.

  3. Click the "New" button

  4. In the presented form, select:

    1. Type - Portal pass invite

    2. Source file - Upload your import file you have previously generated

  5. Click "Submit"

Your import file will now begin to be pre-processed. Riipen will check each record in your file for potential errors including formatting issues or missing data. You will be able to see the progress of this pre-processing on your screen now.

Once pre-processing is complete you will be shown each record of your import file and it's pre-import status which shows you how the data was interpreted by Riipen. This is a good time to check over all your data to make sure it looks correct and you haven't made any mistakes in your original import file.

Once you are happy with your import records, you can then run your import by pressing the "Run" button.

Once your import has finished running, Riipen will email you to let you know with a link back to your import so you can view the final status.

View / monitor an import

While your import is running, or at any time, you will be able to see it's progress along with each individual record and its accompanying import status which is either Success or Error. While the import is running you can safely navigate away from this page and return to it at any point to check the import status.

To return to and view an import:

  1. Click "Settings" below the "Portal" group in the main navigation.

  2. Select the "Imports" tab.

  3. Click the import you would like to monitor

Error handling

See this article for full details on how to handle import errors.

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