Bulk User Upload Tool

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by C.W. Holeman III
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Introduction

Admins can manually upload users in bulk.

The Upload Users tool supports the ability to bulk upload a set of users directly into your LMS.

Usage

  1. Ensure that you have created and set the permissions in settings for each of the Profile Fields you will want to import.
  2. Navigate to Admin ToolUsers.
  3. Click Upload Users:

  4. Create your Upload File:
    1. Download the Template. This is a CSV file with all of your Profile Fields.
    2. Note the row indicating if the profile field is Required or Optional in your Profile Field settings. This rows needs to be deleted before re-uploading.

    3. Populate the desired template file with each user’s data on a single row.
    4. Save the file in .CSV format.
    5. Ensure both Username and Profile Field names are unique. Duplicates will result in errors in the uploading process.
  5. Import the file
    1. Navigate back to the Users tab and click on Import CSV again.
    2. Select & upload the file.
    3. Once you confirm, the upload the system will validate the users.
    4. A progress tracker will be visible on the lower right corner of the screen to help you understand when the file is done processing.
    5. Once validated, the users will be created.

If you plan to use a datafeed in the future, or have an existing datafeed, things to keep in mind: 

    • You need to ensure that the usernames will match in both.
    • You need to ensure that you populate whatever profile field will be used as the match on in the datafeed.