Bulk upload user profiles to Click

Bulk upload user profiles to Click 

To find out how to bulk upload or amend your learner profiles look at the following screenshots. 

1. Go to the "Learners" tab on the left of your manager dashboard and click "Import from CSV". 

 

 

 

2. Download the import template.

To find out exactly what information is mandatory to be entered in to the spreadsheet, please hover over the symbols and this will explain what needs to be entered for each column.

Please remember that all five of these fields are mandatory.

 

 

Please remember the following key points:

1. Do not leave the first row blank, the system treats this as an error.
   
2. Each row needs the following fields to be populated or it will generate an error.
   The fields in the bottom row of the blue screenshots below show the value to enter
   e.g: To create a Learner set the Role as "2" , To set active put "1" in the status column
   
1. Profile type(Role) - Please see the Glossary for more information on what each role has access to: Flourish Glossary
   
2. Profile status
   
3. Delete
   

 

3. Download the spreadsheet and save it on your device. 

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

 

4. Save the new version of the spreadsheet once it has been filled out and then upload the spreadsheet. 

 

 

5. Once you select the document and press on 'import file' it will upload the learners. 

 

6. You then need to add the courses to the learners. Our article here will help: Adding courses 

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