Import users

The user import feature within the admin dashboard is an easy way to add and update users in bulk.

This guide will walk you through the steps to successfully add and update learners in your platform using the import users feature.

❗️ Note: This feature can only be used to add learners. To add Creators please check out our guide here. 

Who can use this feature?

👀 Primary admins, and admins

🏳️ Available on Teams and Pro plans

Who can’t use this feature?

❌ Learners, and Creator users

❌ Users on Basic plans

Contents of this article:

• Invite learners

• Update learners

• Formatting your file

Invite learners

You can use the import feature to add new learners to your account. 

To add new learners:

1. Navigate to the 'Learners' page, found in the side navigation bar
2. Select 'Invite learners' and then select 'Import learners'
3. Select 'Choose file' and upload a CSV file with the headings: 'Email', 'Name', 'Group', and 'Status'
4. Make sure the setting 'Do you want to add new users?' is set to 'Yes'
5. Select 'Continue'
6. To send an invite email from [e-mail] make sure the checkbox is selected.

⭐ Tip: To send your own personalized invite, deselect the option 'Send an invite from [e-mail] and copy the invite link. This link is valid for 30 days and will allow anyone with the link to register and launch your Learning Academy.

Update learners

You can also use the upload learners feature to update existing user details. This can be useful if you need to update group allocations or amend the status of users. 

To update learners: 

1. Follow the steps above
2. Ensure 'Do you want to update existing users?' is set to 'Yes'
   

❗️ Note: You can not update emails

Formatting your import file

Use the following steps to create a valid import file

• The file must be a csv file
• The file must contain the heading 'email in row 1
• The file may also contain the following headings in row 1 name, status, groups

Accepted values

• Status: 'inactive' or 'active'
  • Users added without status will be set as pending, until they first login.
• Group: Must be a group name already found in your account. 

⭐ Tip: Download the sample file to view headings and correct sample data

FAQs

1. Can I upload Creator users?

Unfortunately, as there are seat limitations to creator users, the import feature can not be used at this time to add or update Creator users.