How To: Import Users via CSV

A Comma-Separated Values file, or CSV, is a type of text file containing values separated by commas. These files contain the ".csv" extension at the end of their file name. These files can be viewed in spreadsheet programs like Microsoft Excel or Google Sheets. Admins can use CSV files to import multiple Users at once into the LMS. In this article, we will outline the steps to bulk upload Users into the LMS using a CSV file.

To bulk import Users from a CSV file, please advise the followings steps:

  1. In the Admin Experience, click on the Users Report in the left hand menu.
  2. On the Users Report page, click the User Import button in the Actions menu on the right side of the page.
  3. On the Users Import page, click Choose File.
  4. In the Upload File overlay, click Choose File.
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  5. Select the Visibility of the file. Public will allow Users to access and view the file through the Public Dashboard and Course Catalog. Private will restrict access to only authenticated Users and enrolled Learners within the LMS.
  6. Click Save.
  7. If there are no issues with the file, you will be redirected to the User Import page. If there are errors found in your .csv file, please review the format of your file and try again.
  8. On the User Import page, select the Username format and fill out all other associated fields.
  9. Click Validate on the right hand side of the page. If no errors are found, a preview summary of the new Users will be displayed.
  10. Click Load to add the new Users to your Portal.
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More Information

Additional information about CSV files, Data Imports, and User Management can be found in the links below:

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