Bulk User Import
Add many people to your organization at once by uploading a CSV file. You can also assign one or more packages to each person in the same step.
Prepare your file
Create a .csv file with a header row and one row per person:
| Column | Required | Notes |
|---|---|---|
| First Name | Yes | |
| Last Name | Yes | |
| Yes | Must be a valid email address. | |
| Package | No | The name of a package to assign. Add one Package column for each package. Leave it empty to add the person without a package. |
| Do Not Email | No | Set to true to skip the assignment email. |
| Package custom fields | Required fields, when the file has a Package column | Use the custom field name as the column heading. The value is saved with each package assigned in that row. |
Your columns can be in any order. You can import up to 1,000 rows per file.
Import the file
- Go to Users.
- Open the menu next to Add User and select Import with CSV.
- Select your file. Map the first name, last name, and email columns if prompted.
- Review the rows, then click Import.
- Check the result of each row. If any rows fail, click Download Failed CSV, fix the errors, and import those rows again.
Each person is added to your organization and assigned the packages in their row. If a package name isn't found, only that package fails.
Use the help icon beside Import with CSV to view the expected format and download a sample file.
To assign one package to a list of people, you can also use Assign With CSV on the package's Users tab.
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).