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Bulk upload users via .CSV file

  • Updated

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

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1.2 Select Admin Dashboard

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1.3 Select the User management dropdown

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1.4 Click on the Download template link, to download the .CSV file template to bulk upload users.

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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
  • Email
  • 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

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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

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Step 2. Select Bulk user upload

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Step 3. Select the .CSV file that you’ve prepared from your computer or drag the file into the drop zone.

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Step 4.  Select Upload Users

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Step 5. Confirm that the information viewable in the preview is correct.

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Step 6. Configure the settings for this upload

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Field

Options

Settings

Upload Type

Select from:

  • Add only new, skip existing users
  • Add all, append number to usernames if needed
  • Add new and update existing users
  • Update existing users only

New user password

Select from:

  • Create password if needed and send via email
  • Field required in file

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:

  • No changes
  • Override with file
  • Override with file and defaults
  • Fill in missing from file and defaults

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:

  • No changes
  • Update

Force password change

Select from:


  • Users having a weak password
  • None
  • All

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:

  • Yes
  • No

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:

  • Yes
  • No

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:

  • Yes
  • No

Standardise usernames

Select from:

  • Yes
  • No

Select for bulk user actions

Select from:

  • No
  • New users
  • Updated users
  • All users

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:

  • Manual accounts
  • No Login
  • Email-based self-registration

Email display

Select from:

  • Allow only other course members to see my email address
  • Allow everyone to see my email address
  • Hide my email address from everyone

Email Format

Select from:

  • Pretty HTML format
  • Plain text format

Email digest type

Select from:

  • No digest (single email per forum post)
  • Complete (daily email with full posts)
  • Subjects (daily email with subjects only)

Forum auto-subscribe

Select from:

  • Yes: When I post, subscribe me to that forum discussion
  • No: Don’t automatically subscribe me to forum discussions

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.

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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.

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Step 9. Select Continue

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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.

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