Step 1. Use a spreadsheet program to create a file with required columns and rows and save it as .CSV. These files can be opened with simple text editors like Notepad for verification.
Step 2. Below is a image of a sample CSV file created using google spreadsheets.
In the above image, the highlighted row has all the column headers which are the field names. These are required user identification fields.
Step 3. The following fields are mandatory.
- Username
- Email - must be only in lowercase
- 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.
Step 4. All the optional fields will follow the mandatory fields. In the below image, course1, course2, Course3, cohort1, cohort2, department, phone ,city are all optional fields.
Step 5. The below image shows two users having all the required fields populated.
User 1 is enrolled in two courses (Chocolate, Vanilla) while User 2 is enrolled in one course (Chocolate)
Course short name : Chocolate
Course short name : Vanilla
Step 6. To populate a Custom profile field add a column to your CSV file using the syntax profile_field_<<Field Short Name>>
For example,
Custom field short name : genre
CSV column header will be profile_field_genre
Step 7. After creating the file, save the file with a .csv extension
Example: If the file name is user list save it as userlist.csv
Step 8. After creating the .CSV file you refer to this article to bulk upload the users.
To Bulk upload users via .CSV file.