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      Managing users via CSV

      Export your user data via csv, edit your user data in bulk and upload your user csv to perform bulk updates.

      Contents

      Export user information via csv

      Edit users in bulk

      Configure upload settings & upload csv

      Export user information via csv

      Exporting learner information lets you see all the data associated with the learner at a glance including data associated with the learner's custom fields in this export. Use this to Vlookup against reports if it is useful to your programme. 

      1. Navigate to the "Users" section of the "Users" tab

      2. Click "Upload CSV"

      3. Click "Export users"

      This will then export a CSV file. You will be able to see:

      • Email
      • Username
      • First Name 
      • Last Name
      • User groups
      • Roles
      • Password (only for changing passwords - this will not tell you the learners' passwords)
      • External ID
      • Any relevant custom fields (in this example, they are job title and department)

      Recommendation 💡 

      Save a version of the export in case you accidentally overwrite some learner profiles so you have an original version to revert it back to!

      Edit users in bulk & upload csv

      1. Open csv file in Excel

      Open the csv file you exported in Excel or your preferred csv editing tool. 

      2. Use the filter capability on Excel to remove any users from this sheet you are NOT changing

      We recommend removing any learners whom you aren't changing information or custom fields for. Choose the filter option on Excel.

      You will need to filter out those who you are making changes to, so your sheet consists of those who you are not making changes to. In the example below, we want to make changes to edapp3@edapp.com and edapp4@edapp.com.

      Once filtered, right click and delete these learners. This will leave you with only the learners you are making changes to. 

      By removing these learners from the spreadsheet it WILL NOT remove their learner profile and no changes will be made to their learner profile.

      3. Update fields without deleting any columns

      Note: changing the username of a learner will lead the system to set up a new learner altogether. If you want to change a learner's username, this can only be done on their learner profile.


      Field Instructions
      email Required field.
      username Optional (will take on the email if left empty)
      firstname Optional (recommended for reporting)
      lastname Optional (recommended for reporting)
      usergroups

      Each user group should be seperated with a ; followed by a space.

      Example: marketing; operations;

      This also needs to be written exactly how the user group is named or the LMS will not recognise it.
      roles

      Each role should be seperated with a ; followed by a space.

      The following roles can be assigned from the csv:

      • Admin

      • Content Author

      • Manager Analytics

      • Learner

      • Prizing User

      • Excluded from Analytics

      • Reviewer

      • Facilitator

      The default role for new users is Learner & Prizing User.
      password

      Use only for changing passwords. This will not tell you the Learners password.

      Updated passwords will be validated.

      Leaving the password column blank will mean the learner maintains the password that they have set up. Use with caution!
      externalid  

       

      One you've edited your .csv file, be sure to save it as .csv ready for upload.

      Configure upload settings & upload csv

      1. Select csv file

      Click the "Choose file" button to select the .csv file you would like to upload to update your user data. Then click Next.

      2. Upload settings - send invitations to new users

      Choose whether you would like any new users to be sent invitations by enabling the toggle. Only new users will be sent invitations if you enable this option.

      For more information on inviting users in bulk from the csv, please see the support article invite users in bulk via csv.

      3. Upload settings - existing users import settings

      Choose how you would like to update User Groups and Roles for existing users.

      Add - Will add the new values to the current assignment. 

      Replace - Will replace any existing values with the new value.

      Default Roles 💡 

      All users imported via CSV will retain the default roles of Learner and Prizing User.

      4 . Confirmation of changes successfully made

      Once this CSV has been imported, your changes will be live on the learner's profile.