Importing Users

Follow

The Import Users functionality within the Admin UI provides an easy way for you to add and update your users in bulk.  This article details the standard User Import tool available in the Absorb admin portal. If you're looking for information on historical or scheduled data import services, please see our Data Imports article. 

 

Creating a CSV File 

For more information on .CSV files, see "What Is A CSV File...". It covers how to save a CSV file for importing Users, and what a CSV is.

We have provided a Sample CSV file containing all the available import fields at the bottom of this article. The First Name, Last Name and Password columns are required for New User Import (the Password column can be removed if you are updating existing Users). Please note that the order of the columns is irrelevant and can be changed/altered and it will not affect the validity of the import File.

Please note that the upload will not check for data integrity (for example, if an email address is a valid email address, please review your data carefully).

Available Fields

The following fields are available to be imported via the Admin UI are:

  • Username
  • Middle Name
  • Gender
  • Language (for a full list of Absorb's language codes click here)
  • Address
  • Address2
  • City
  • State/Province (if this in your CSV file, Country must also be present)
  • Country
  • Zip/Postal Code
  • Phone
  • Employee Number
  • Location
  • Job Title
  • Notes
  • Email
  • Date Hired
  • Termination Date
  • External ID
  • Custom Fields

When importing users, the only supported date format is YYYY-MM-DD. Please note that using any other format is not currently supported, and we cannot guarantee that the user import will complete successfully.

Unavailable Fields

The following fields cannot be included in the Import:

  • Is Active1
  • Supervisor2
  • Avatar2
  • CC Email Addresses2

1Is Active can be updated in bulk through the mass actions feature in the Users report. 2The Supervisor, Avatar, and CC Email Addresses must be updated manually through the Users report. 

 

Additional Fields / Settings

Additional Fields are available during the import process. The difference between the information you provide in the .CSV and the Additional Fields is that additional fields will be the SAME for ALL users in the import.

The available additional fields are:

  • Department
  • Roles:
  • Learner
  • Admin
  • Instructor
  • Language
  • Country
  • Province
  • City
  • Location
  • Job Title
  • Date Hired
  • Date Terminated
  • Notes
  • All custom fields

 

Uploading a CSV File 

  1. Navigate to the Users Report and select the User Import button from the top or side bar

USERIMPORT2.png

       2. Select the .csv file you created from the File Manager or upload a new one.

import2.png

 

Mapping the User Fields 

Once you have successfully uploaded your file, you will be presented with several options that will determine how to use the data that has been imported. 

  1. Select the User name format using the LMS USERNAME drop down menu. You can choose from any of the fields that are included in your CSV (ie. like e-mail address, or by combining the FirstName.LastName entries together)
    • For consistency, be sure to format Usernames the same as existing Users.
    • It is not possible to Update the LMS Username via the Import. 

mapping1.png

2. Choose whether you wish to UPDATE EXISTING USERS that already exist in your LMS with the imported data. Enabling “Update Existing Users” will update/replace data in existing Users. If not enabled, all data will be imported as new Users. Proceed with caution here.

3.  If Updating Existing Users, match the LINK SPREADSHEET FIELD with the fields available in  the TO LMS FIELD drop down.

    • Please note that Usernames, first/last name, password and department cannot be imported as an update.  

mapping2.png

4.  Enabling SEND NEW USER EMAIL will email your portal's NEW USER message template to all the new users that are being created by the import. Updated users will be omitted.

5.  Next, you will see the SOURCE DATA PREVIEW. This will show you the top 5 records in your document to aid in selecting the appropriate Absorb field to map to.  The LMS will attempt to  intuitively auto-match your column headers with Absorb fields, but this can be manipulated using the drop-down menu below each header. Review each column and the mapped Absorb field, add and alter as necessary.

mapping2.png

    • If a field is not matched the import will still go through, but unmatched fields will not be uploaded.
    • If you have a Username column in the CSV leave the Absorb Field as "Select..." because you already matched it in the first step of the import.

 

Additional Data 

Below the SOURCE DATA PREVIEW section, you'll find an expandable ADDITIONAL DATA section. This area allows you to specify additional data that will apply to all users being imported.

  1. Check off the fields that you want to include in the Import
  2. Select or Enter the relevant Data.

Note: Imports can only include one department at a time. If you wish to import multiple users into various departments you will have to split the imports up into their respective department and select it in the Additional Details. You can also change the department after the users are uploaded.

 

 

Validation 

Once the Mapping and Additional Data has been reviewed and confirm, select the VALIDATE button. During the validation any data conflicts will be shown as errors (including the row number). The data will need to be corrected by altering the .csv file or by adjusting the mappings.  If no conflicts are found, you'll be shown the total amount of users that will be created and updated. Click on LOAD once you are ready to have all users added to your portal.  

 

Published on
Have more questions? Submit a request

0 Comments

Article is closed for comments.