This article explains how to create hundreds of user accounts at once by importing user data with an Excel template.
Uploading users from an Excel file #
To upload users, select the Users/User profiles tab. Then:
- Click the Import button and select Users.
- Download the Excel template and fill in the mandatory fields.
- Download the Instructions on filling in the Excel template.
- Download the Sample to view the structure of a properly filled Excel template or explore the feature.
- Choose the Excel file by clicking the Select file button and selecting the file from your computer.
- Check the Send email to newly created users option to notify users about credentials and account creation.
- Click the Save button.
Filling in the Excel template #
The Excel template consists of a sheet containing fields where the users’ personal and account information should be entered.
The first seven columns are mandatory to fill in: username, password, code denoting user’s role and status, first and last name, and an email address.
Gender, date of birth, affiliation within the organization, groups, country, and city are optional fields for bulk import.
Users can request that those fields be filled out by themselves.
The second sheet contains Legend. It provides explanations and instructions for filling the fields that require predefined codes, specifically:
- User roles in the system – There are four default roles in the system: administrator, student, instructor, and proctor. However, new, custom roles can be created, and the system would generate codes.
- Status – A user account’s status can be active, suspended, locked, inactive, or pending. The legend provides explanations and codes.
- Gender – Insert a code denoting the user’s gender.
- User groups – Each user group in the system has its ID. When uploading users as an Excel file, enter the ID found in the Information tab of the corresponding group to add them to the user group. For more information on importing users into user groups, please check this article.
- Custom columns – Custom user properties fields are visible on the user’s profile page in Personal information tab.
When the Excel file is uploaded, you can see imported users by filtering the users by Creation date in descending order.
Load User certificates #
First, create the certificates in the system to assign them to users.
For bulk assignment of certificates via an Excel file:
- Click the Import button and select User certificates.
- Download the Excel template and complete the mandatory fields.
- Choose the Excel file by clicking the Select file button and selecting the file from your computer.
- Click the Upload button.
In the Excel file, you should enter the username of the user to whom you want to add the certificate, the certificate ID, and the validity period of the certificate.
Note: If the Excel file contains errors, the entire operation will be canceled, and no certificates will be assigned.
