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How to bulk create testing sessions and assign candidates using an Excel template

Article verified for Release 14.2 on July 14, 2025

This article explains how to bulk import testing sessions and assign candidates using an Excel template.

The feature is available through both the Manage Tests module and the Testing Center.

Bulk Assigning Candidates to Testing Sessions Using the Excel Template from the Manage Tests Module

To bulk create testing sessions and assign candidates using an Excel template from the Manage Tests module, follow these steps:

  1. In the main menu, select Tests and click the Manage Tests sub-module.
  2. Select the desired test by clicking on its name, or create a new one.

Manage tests tab

  1. Navigate to the Testing Sessions tab.
  2. Click the “Import Testing Sessions” button.

Import testing sessions

In the Import Testing Sessions dialog:

  1. Click the Excel Template link to download and fill in the template. You can download the instructions for completing the template here.
  2. Click the Select File button to upload the completed Excel template.
  3. Finally, click the Upload button to create the testing sessions and assign the candidates.

Excel template - Upload file

Bulk Assigning Candidates to Testing Sessions from the Testing Center

To bulk create testing sessions and assign candidates from the Testing Center, follow the steps below:

  1. In the main menu, click Testing Center, then navigate to Testing Sessions.
  2. Click the Import Testing Sessions button.

Testing Center - Import Testing Sessions

In the Import Testing Sessions dialog:

  1. Click the plus (+) button to select the test for which you want to create testing sessions and assign candidates.
  2. Click the Excel Template link to download the template, and fill it in with the session details and candidate usernames.
  3. Click the Select Files button to upload the completed template.
  4. Click the Upload button to finalize the creation of the testing sessions.

Import testing sessions - Testing Center

Tips

  • You can import several sessions at once using a single file.
  • Each candidate can be assigned to only one session per test.
  • Ensure that all usernames and External IDs are accurate to prevent import errors.

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