All Collections
LearningBranch for Education
Creating and Managing Users with CSV Import
Creating and Managing Users with CSV Import
Updated over a week ago

Use CSV import to create a large number of users and assign them to groups in a single action.

Download the CSV template

Begin by downloading the CSV template from the link on the Users page.

Open the template in a spreadsheet application. If your user's names have special characters, we suggest using Google Sheets.

Your blank template should look like the following:

Add the user information

In each row, enter the information for each user that you would like to create and add to a group. The fields are as follows:

  • firstName: your user's first name

  • lastName: your user's last name

  • role: Learner, Instructor, or Administrator

  • email: your user's email or unique identifier

  • password: your user's password. Leave blank to generate automatically.

  • groups: Optional. The name of the group that you want to add the user to. If the group doesn't exist, it will be created for you.

Each row in the CSV must have user data in it. Don't leave blank rows in the middle of the document.

Your CSV should look something like this:

Once you have completed entering the user information, save your CSV file.

Note that the CSV file must use commas as the separator. If your file uses semicolons as a separator, you can do any of the following:

  • Open the file in Notepad or Wordpad, and use Find / Replace to change semicolons to commas

  • On Windows, open Clock and Region, then click Change date formats. In Additional settings, set the list separator to comma

  • In Excel, uncheck Options > Advanced > Editing options > Use system separators. Set Decimal separator to a period. Set Thousands separator to a comma.

Upload your CSV

On the Users Page, upload the CSV file with the import users button.

After the upload is finished, you can see the upload results in the window. Check to see if there were any errors:

You can double check that the users you created show up on the Users page:

And that the groups you created are all on the Groups page:

To be sure that your import was successful, we strongly recommend that you try logging in as some of your newly-created users.

Managing existing users with CSV import

With CSV import, existing users can be added to new and existing groups.

In CSV import, users are identified by the email field.

To add an existing user to a group using CSV import:

  1. In the CSV, type the user's first name, last name and role. Type the user's email exactly. The password doesn't need to match, but the field can't be left empty.

  2. In the groups field, type the name of a new or existing group that you'd like to add the user to.

  3. Import the CSV.

If an email in the CSV matches the email of an existing user, the user will be added to the group specified in the CSV.

The existing user's first name, last name, role, and password will not be changed.

Did this answer your question?