The Spreadsheet for Creating Group Accounts


After you complete a group purchase, download the Excel file at the bottom of this page.

On that KD_Spreadsheet.xls file, enter the four columns of information for every client or group member: First Name, Last Name, E-Mail Address, Company Name. If you purchased an online product for someone else, complete the spreadsheet for just that one person.

Please do not change our KD_Spreadsheet in any way—other than to accurately enter the requested information for every group member or client, one row after another, on a single sheet. Thus, do not change or add more headings or columns, or add comments or notes in any of the cells, or add borders or color to the spreadsheet, and definitely do not create any additional "Sheets" on that same Excel file. It will also help if you don't leave empty rows between any of your group members.

Either leave the name of the file as is, KD_Spreadsheet.xls, or, if you wish to rename it, please use our file-naming convention: KD_Spreadsheet.CompanyName.1.22.2017.xls (whatever Company Name is entered in Column D on your spreadsheet and the date when you send us your completed spreadsheet).

Before you send us your completed spreadsheet, please double-check the accuracy of every e-mail address: Incorrect e-mail addresses will set in motion a whole lot of wasted time and effort, as group members diligently attempt to find in their inbox or junk folder what is, in fact, forever lost in cyberspace.

E-mail your carefully completed KD_Spreadsheet.xls to


PLEASE NOTE: If you purchased the TKI, see: (1A) ADDITIONAL INSTRUCTIONS. If you purchased an online course, a course collection, or another online assessment (other than the TKI assessment), see: (1B) ADDITIONAL INSTRUCTIONS. Also, please review the remaining two sections on (2) Managing Your Group Account and (3) Honoring the Privacy of All Our Username Accounts.



If you purchased the typical 1 TKI per person for a number of clients or group members, submit a completed KD_Spreadsheet for those persons, as explained above. If you purchased 2 TKIs per person, still submit just one KD_Spreadsheet, using only one row per person. In the latter case, we will assign 2 TKIs to everyone who is listed on your spreadsheet. However, if you purchased 1 TKI per person for some people and 2 TKIs per person for others, submit two separate KD_Spreadsheets—each spreadsheet for a different type of TKI purchase.

After we receive your completed spreadsheet, unless you tell us otherwise, we’ll import your spreadsheet within a few hours and, thereby, automatically send an e-mail to your client(s) or group member(s), which will arrive from with the title: Your TKI Assessment from Kilmann Diagnostics (in the case of 1 TKI per person) or... Your First Assessment from Kilmann Diagnostics and then followed by Your Second Assessment from Kilmann Diagnostics (in the case of 2 TKI per person). These e-mails to your clients or group members include a link to register their account information on the TKI publisher's Elevate website, take 1 or 2 TKIs (depending on what you purchased for each person on your spreadsheet), and then download their personalized TKI Report(s).

To play it safe, however, we’ll also provide you with your account's private link that, if necessary, you can e-mail to any of your clients if they notify you that they haven't received their account e-mail from the publisher's website. Nevertheless, If you want to be absolutely sure that your clients will receive their automated account e-mail from the TKI publisher, please ask the relevant IT department(s) to whitelist Elevate's IP address: 



After we receive your completed spreadsheet for an online course, a course collection, or another online assessment (other than the TKI assessment), unless you tell us otherwise, we will import your spreadsheet into our website in about 24 hours and, thereby, automatically send an account e-mail to your client(s) or group member(s), which will arrive from with the title: Your New Account at Kilmann Diagnostics. This e-mail to your clients or group members includes their username and password so they can log into their private account on our website and find the purchased item(s) in their username panel (on the top left of our website): "My Online Courses" or "My Online Assessments."

This 24-hour waiting period is intended to allow enough time for you to urge your participants to add "" to their e-mail contacts or address book, so our account e-mail will arrive in their inbox—and not in a spam or junk folder (or be blocked from their mail server altogether). In case your participants do not know how to "whitelist" our info@ e-mail address, please assist them.

Because we now live in an age of frequent computer hacking and cyber wars, companies have been adding extra security filters to their firewalls, which can make it more difficult for any automated account e-mails to reach participants in organizations—especially for military organizations, government agencies, universities that have government contracts, and financial institutions. If you are using company e-mail addresses on your spreadsheet for your clients, please ask the relevant IT department to whitelist our IP address: Whitelisting this IP address will ensure that your participants will receive their e-mails from Kilmann Diagnostics. 

If it’s not clear that a company-wide whitelisting will be effective (due to especially protective firewalls), however, here is another option: Ask each participant to provide you with his/her personal e-mail address (,,, etc.) and enter those personal e-mail addresses on your KD_Spreadsheet. But still urge each participant to add to his/her contact list or address book.

In spite of these firewall precautions and preventive measures, please let us know if you’d like us to import your spreadsheet as soon as possible. We will then import your spreadsheet (well before the usual 24-hour waiting period), so your group members will receive their e-mails from Kilmann Diagnostics in a short time.


For most group purchases, the number of persons listed on the spreadsheet will equal the quantity that you just purchased. However, if you purchased a larger quantity of an online product than the people listed on your spreadsheet (for the purpose of taking advantage of our quantity discounts), we'll credit your group account with those extra TKIs or other online products. These "open slots" in your account can be assigned to participants anytime within one year of the purchase date. But you'll need to submit another (entirely new) KD_Spreadsheet when you know the participants who'll be making use of those open slots in your account, which then initiates the expiration period for that online product: 90 days for an online assessment or an online course, 6 months for The TKI Package, and 1 year for The Complete Program. 

If you need to send us another spreadsheet with additional group members or clients (or to correct previous e-mail addresses that were in error), please don't repeat the same information you have already sent us: Only send us new information for those select participants on brand-new KD_Spreadsheet (since previously used spreadsheets carry invisible information that can result in system errors). Thus, do not enter additional participants—let alone create an additional sheet—on a previously used spreadsheet. If you follow these instructions, we'll be able to import your spreadsheet(s) into our website or the Elevate website (whichever is relevant) without any mishaps or delays.


In accordance with our Copyright, Use, and Hold-Harmless Agreement, which you endorsed when you first created an account on our website (and which you must endorse every time you make a purchase), the one or more names on your completed KD_Spreadsheet are the only persons who are authorized to use our online products from their private username account on our website and on the TKI publisher's Elevate website.

If you have any questions about these instructions and procedures, please Contact Us.



KD_Spreadsheet.xls22.5 KB