Bulk upload user profiles to Click

Title:
How to bulk upload learner profiles to Click Learning

Summary:
This article explains how to upload or amend multiple learner profiles at once using a CSV file.

Steps:

      1.  Sign in to Click Learning and go to the “Learners” tab on the left side of your manager dashboard.

      2.  Select “Import from CSV”.

 

 

 Download the import template.

      3.  Hover over the help symbols in the template to see what information is required for each column.

      4.  Fill in the spreadsheet. The first row must not be left blank.

      5.  Make sure all mandatory fields are completed. These fields are:

            • Profile type (Role)

            • Profile status

            • First name

            • Last name

            • Email address

 

 

      6.  Use the values shown in the template to complete specific fields. For example:
            • To create a learner, set the Role column to “2”.
            • To set a profile as active, enter “1” in the Status column.
            • Use the Delete column if you want to remove a profile.

1. 
2. Profile status
   
3. Delete
   

 

      7.  Save the completed spreadsheet on your device.

      8.  This is how the spreadsheet should look once it is filled out:

      9.  Upload the file by selecting it and choosing “Import file”.

      10.  Once the upload is complete, add courses to the learners. See the “Adding courses” article for guidance

 

 

Tips or Common Issues:

• Leaving the first row blank will cause an error.
• Every row must include all mandatory fields, or the upload will fail.
• Check the Flourish Glossary to understand what each role number means.
• Save the spreadsheet before uploading to avoid errors.

If this article does not resolve your query, please get in touch with us at Support@click-learning.co.uk

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