How do I Prepare for a Bulk User Upload?

Prior to creating or updating users in bulk on CompliLearn you will need to prepare a CSV file that includes the following details:

Email	This is the unique identifier in the portal. If an email address does not already exist in the portal, a new account will be created. Note: if you are using Single Sign On you must obtain your email addresses from your Active Directory.
First Name	The first name of a learner. We recommend avoiding initials to assist in reporting.
Last Name	The last name of a learner.
Status	In the bulk upload the status is indicated by: 1 = Active 0 = Inactive/Blocked
Roles	All staff should be listed as “Learner”. Additional roles (Content Administrator, Manager) should be separated with a vertical line with no spaces on either side of the line (i.e. Learner|Manager ). Roles are case sensitive.
Manager	If assigning manager(s) in the bulk upload file: Ensure the manager has the correct Role. Use the manager's email address. Separate multiple managers with a vertical line (e.g. [e-mail]|[e-mail])
Groups	If assigning group(s) in the bulk upload file: Use the Group ID. Separate multiple groups with a vertical line with no spaces on either side of the line (e.g. 12345|789654)
Accreditation Number	This is a custom field. Information can also be populated after a user is created if needed.

Please note: headings are case sensitive and must be in the order shown in the CSV file picture below.

For further information on how to create or update users in bulk on CompliLearn please visit this guide.