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Bulk Import

This feature is available to users with the User Manager role. See Roles

The Bulk Import feature located under the User Management section allows administrators to import multiple users into the LMS at once. This tool is useful for quickly adding a large number of users and linking them to groups.

Below are the steps to Perform a Bulk Import:

  1. Select your CSV or Excel file

    A valid CSV or Excel file is required to start the import process at least the following fields: Full name and Identifier

    There is no requirement for a specific format in the import file. The bulk import tool allows managers to select which column matches the needed information.

    Tip

    Limiting the number of fields available in the import file will ensure that selecting the correct information is easier.

  2. Select Groups to Link Users

    At the top of the page, select the groups that the users being imported will be linked to. Users can be assigned to one or more groups.

  3. Review the Import File Preview

    • You will see a preview of the first 10 rows from your import file. This helps verify that the data looks correct before importing.
    • Important Fields to Check:
      • Identifier (username): This should be either a username or email address.
      • Full Name: The full name of the user.
    • Options to Confirm Before Importing:
      • Do not import the first row (headings): If your import file has headers, check this box to avoid importing the first row as a user.
      • The identifier field is also the user’s email address: Check this box if the identifier (username) in your import file is the user’s email address.
    • Make sure the data is correct and the columns match the expected format.

  4. Finalize Settings and Confirm Import

    After reviewing the preview, scroll to the bottom of the page to finalize the import settings.

Notifications

If no notification method is available for sending initial credentials, administrators will need to manually provide the credentials to new users.

If the mobile phone number is going to be used for sending the initial credentials, the SMS Consent checkbox must be checked.