Bulk User Import
When you need to enroll many learners at once, import them from a CSV instead of adding each person individually.
Prepare your file
Create the CSV using Microsoft Excel or any other spreadsheet tool, with one row per learner. The required columns are:
| Column | Required | Notes |
|---|---|---|
| First Name | Yes | |
| Last Name | Yes | |
| Email Address | Yes | Must be a valid, unique email |
| Group | No | Assigns the user to a group on import |
| Custom Fields | No | Any custom fields you've defined |
Your columns don't need to be in this exact order — you'll map them during the upload step. Max 250 rows per file; use multiple batches for larger lists.
Map your columns
During import you map each column in your spreadsheet to the corresponding field. This means your file doesn't need to match a fixed layout — just make sure every required field has a column to map to. After uploading, you'll see a preview of the data before anything is created.
Import and assign
- Upload your CSV and map the columns.
- Review the preview for errors (for example, malformed email addresses).
- Confirm to create the users.
- Assign the relevant package to the new users — either as part of the flow or afterward by group.
Re-assigning for annual training
If learners need to repeat the same course every year, use re-assignment rather than creating brand-new accounts. Re-assigning a package starts a brand-new attempt on its course(s) for that person, even if they've already completed it before — which is exactly what you want for recurring compliance training.
You can re-assign in a few ways:
- One person at a time, from their record.
- In bulk with a CSV — upload a file with each person's first name, last name, and email address, and the package is re-assigned to everyone in the file at once.
- From the Annual Training page, which lists everyone last assigned the package more than nine months ago, alongside an Archive option (remove someone from the list because they've left the organization) and a Re-Assign option (re-assign the course to that specific person).
Importing into the right group up front saves you from re-organizing people later and makes reporting cleaner.