Bulk Import Officials to Your Agency

As a SurePass Admin, you will be responsible for adding your agency's law enforcement officials (and additional staff, if applicable) to your agency's SurePass Admin Dashboard. This data will be used for creating Official Credential IDs (OCIDs) for your agency.

As an Admin, you have the ability to Bulk Import Officials to quickly add to your SurePass roster.

Instructions for Bulk Importing Officials

1. Navigate to the Manage Officials view within the Admin Dashboard.
2. Click on the Bulk Import Officials button at the top of the table.
3. Click on the Download Template button to download the CSV file you will edit.
4. Use your preferred spreadsheet editor to open and amend the downloaded CSV file.
5. When editing the CSV file, be sure to account for the following information for each official:
   1. first_name: use the official's legal first name o ensure proper verification ⚠️ Required ⚠️
   2. last_name: use the official's legal last name to ensure proper verification ⚠️ Required ⚠️
   3. title: applies only for non-law enforcement officials. For Law enforcement officials, please fill out their rank in the associated rank column and leave title blank.
   4. employment_type: choose one of the below options on the relevant employment type for each official
      1. Law Enforcement: use for certified law enforcement officers only
      2. Full Time
      3. Part Time
      4. Seasonal
   5. role: choose one of the below options for each official. For more details on each role, please consult this guide.
      1. Official
      2. Verifier
      3. Admin
      4. Owner
   6. email: use only emails associated with your agency. Personal email addresses will not work!
   7. rank: use only for your law enforcement officials. This information is used as part of their verification process at SurePass checkpoints.
   8. badge_number: use only for your law enforcement officials. This information is used as part of their verification process at SurePass checkpoints.
   9. armed_permission: choose YES or NO for all officials ⚠️ Required ⚠️
6. Once you have finished editing your file, be sure to save it as a CSV to be able to upload it correctly in the Admin Dashboard!
   1. Instructions for Saving a File as CSV in Excel
   2. Instructions for Saving a File as CSV in Google Sheets
7. From the Admin Dashboard, click on the Continue button from the Bulk Official Import Instructions view.
8. Drag + drop or click to add your updated CSV file (max size of 20MB).
   1. If your CSV has any issues, you will see which rows are affected as well as information on what information needs to be adjusted. Make any necessary changes, save the file again and re-upload.
9. If there are no errors, your file has been uploaded successfully and you will see a message after clicking Continue confirming your successful upload!

Once you have successfully uploaded your officials, you will be able to edit them within the Manage Officials view of the Admin Dashboard.

Please note, at this time you will need to manually add photos for each official one at at time by clicking on their name/profile in the Manage Officials view. If that process is not feasible given the size of your agency, please reach out to help@surepass.com to coordinate a bulk image upload session!