Bulk uploading users will allow you to create and update user details by importing them into the platform via a .CSV file.
How to download .CSV template - for bulk user uploads
How to fill the .CSV file correctly
How to upload the .CSV files to your LMS
Download .CSV template
Step 1. Select Administration
1.2 Select Admin Dashboard
1.3 Select the User management dropdown
1.4 Click on the Download template link, to download the .CSV file template to bulk upload users.
How to fill the .CSV file correctly
Fill out the .CSV file fields, if you would like to enrol users into courses and cohorts at the same time as their profiles are created within the system, you can add the appropriate courses and cohorts to the columns and rows which need this information.
1. The following fields are required and must be filled in:
- Username
- First Name
- Last Name
- Password
Please note, if no password column is included, then a welcome email is generated and sent to the user with their login details and a temporary password. If you include a password column, you will have to manually send the created password to the user
2. All email addresses must be lower case
3. Ensure there are no blank characters at the beginning or end of filled fields
How to upload the .CSV files to your LMS
Have your prepared .CSV file ready before you proceed with the next steps. If you do not have this ready, follow the instructions above.
Step 1. Select My Users
Step 2. Select Bulk user upload
Step 3. Select the .CSV file that you’ve prepared from your computer or drag the file into the drop zone.
Step 4. Select Upload Users
Step 5. Confirm that the information viewable in the preview is correct.
Step 6. Configure the settings for this upload
Field |
Options |
Settings |
|
Upload Type |
Select from:
|
New user password |
Select from:
|
Existing user details |
This field is locked unless Add new and update existing users or Update existing users only are selected as Upload type. Select from:
|
Existing user password |
This field is locked unless Add new and update existing users or Update existing users only are selected as Upload type. Select from:
|
Force password change |
Select from:
|
Allow renames |
This field is locked unless Add new and update existing users or Update existing users only are selected as Upload type. Select from:
|
Allow deletes |
This field is locked unless Add new and update existing users or Update existing users only are selected as Upload type. Select from:
|
Allow suspending and activating of accounts |
This field is locked unless Add new and update existing users or Update existing users only are selected as Upload type. Select from:
|
Standardise usernames |
Select from:
|
Select for bulk user actions |
Select from:
|
Default Values |
|
Choose an authentication method |
This setting determines the authentication method used when the user logs in. Only enabled authentication plugins should be chosen, otherwise the user will no longer be able to login. To block the user from logging in, select ‘No Login’ Select from:
|
Email display |
Select from:
|
Email Format |
Select from:
|
Email digest type |
Select from:
|
Forum auto-subscribe |
Select from:
|
Timezone |
Select from the drop down the server timezone. |
Preferred language |
Select from the dropdown list, the preferred language |
Description |
This will allow you to input a description that will appear on the users profile page for others to view. The same description will be displayed across all users. |
Mobile phone |
Add a mobile phone number. The same description will be displayed across all users. |
Address |
Add an address. The same description will be displayed across all users. |
Other |
|
Profile background image |
Will allow you to add a background image for user profiles. The same image will be set for all users |
Step 7. Select Upload users.
Step 8. Scroll down to the bottom of the page, past all the user details. Check that all of the uploaded users have been loaded correctly and there are no errors.
Step 9. Select Continue
You’re users have now been created and enrolled into any cohorts and courses required in the spreadsheet. You will be taken back to the bulk upload users page.