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Bulk Group Import

If you manage training across many groups, you can import them in bulk from a CSV file instead of adding each one by hand.

Prepare your file​

Build the CSV using Microsoft Excel or any other spreadsheet tool, with one row per supplier. The file must contain the columns shown below:

Example CSV layout for group import

The Supplier Number is required for every row — it uniquely identifies each group. All other columns visible in the screenshot should be included as shown.

Download sample CSV template

Run the import​

  1. Open the import tool and upload your CSV.
  2. Map each column in your file to the matching field.
  3. Review the preview to catch obvious problems before committing.
  4. Confirm to import the groups.

After importing​

Once your groups are imported, you can assign training packages to them. To import the individual people into those groups, see Bulk User Import.

Watch out for

Save the spreadsheet you imported. If something looks off afterward, comparing against your source file is the fastest way to spot what happened.