How to import users via a CSV file

Modified on Fri, 28 Nov at 9:51 AM

1.) Select Users from the navigation menu, then, select the User List sub-menu item:

2.) Select the + Add User button in the upper right hand corner of the screen:

The Add User screen is presented:

3.) Select the Import via CSV tab at the top of the screen:

The Import via CSV screen is displayed:

4.) Download the ExampleCsvFile.csv by clicking on the Example CSV button:

5.) Open the downloaded ExampleCsvFile.csv and delete the sample data but DO NOT delete the first row or change the values in the first row:

If the department_lead column value is set to ‘1’ (true), then this user will receive reports for all users who match their Department field value if the corresponding Department Leads option button is selected in the Report Setup tab of the Campaign configuration wizard.

6.) Populate the example.csv with your user data.

Field	Description
First Name* (required)	Denotes the first name of the user. This should be represented in title case as this is how the user name will appear in the system, reports and completion certificates.
Last Name* (required)	Denotes the last name of the user. This should be represented in title case as this is how the user name will appear in the system, reports and completion certificates.
Email Address* (required)	Denotes the email of the user. This should match the email for the user. When configuring SSO/SAML2 authentication, this email MUST match the value being passed from the authentication solution. If it does not match, the user will not be recognized by the system and the user will be presented with an error.
Title* (required)	While this field is labelled Title, it need not contain a title. However, whatever unique values appear in this field will be used when assigning training campaigns and outputting report data. This field can be used when creating *Groups*. Click here for more information on Groups.
Department* (required)	While this field is labelled Department, it need not contain a department name. However, whatever unique values appear in this field will be used when assigning training campaigns and outputting report data. This field can be used when creating *Groups*. Click here for more information on Groups.
Manager Email	The manager email is the email of the person the user reports to. These manager emails must also be users included in the system. I.e. you cannot refer to any email that is not part of the imported user community. This field is used for advanced notifications (copy manager). If you do not populate this field, or, the mapped attribute in LDAP is a null value, you will not be able to use this functionality.
Role	Default: No Role, options: No Role or Administrator No Role is assigned to regular learners. Adminstrator role gives the user full access to the Admin interface.
Is this user a department lead?	Default: No. If yes, user will be selectable when scheduling management level campaign reports. They will receive statistics for any users who match their assigned department value. These reports provide the overall progress of the campaign (Completed, In Progress, Not Started, Overdue statistics) for the campaign. It does not provide learner information (names or emails).

While the columns department and job_title are labled as such, you need not specify departments or titles in these columns. You may wish to use other values, for example, cities in place of titles and states in place of department. The unique values you include in these three columns will be used to assign learners to groups, training, as well as to group users in reports.

7.) Save the .csv as a CSV UTF-8 file type.

8.) Drag and drop your populated .csv file on the Drop your .CSV file here or browse area or select browse to navigate to the file:

9.) Select the Upload button.

After selecting the Upload button, you will receive a review of your upload with any warnings or errors:

9.) Select the Complete button to complete the upload.

A User upload is in progress notification will be presented.

When the upload is complete, a notification will be presented.

You can edit or delete users which are created using the Add a single user or Import via CSV methods by selecting the three dots to the right of the user entry:

A screenshot of a computer

AI-generated content may be incorrect.

If you need to add more users, or, if changes need to be made to the user last name, organization, title, department, manager or lead flag, you should update the .csv file you used initially. Then, re-upload the .csv.

Existing entries that have not changed will be skipped. Entries that have changed will get updated. New users who have been entered into the csv since the last upload will be added.