Import

Import

Overview

The platform allows you to import CSV files to quickly create accounts, courses, enrollments, completions, groups, and more!

When importing data, keep in mind that several terms vary based on platform, and are interchangeable in this article.

Business platform
Academia platform
Course
Class
Module
Lesson
Instructor
Teacher
Learner
Student
Assessment
Assignment

Importing accounts 

As an administrator, you can quickly create or update accounts by importing the information from a comma-separated value (CSV) file. 

Info
Please note that all CSV files must be UTF 8 encoded. 

To import accounts:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Accounts tab. 
The Import accounts page displays.
  1. Click + Add file to select the accounts CSV file from your computer.
  2. In the Values section, indicate the column of each value in the CSV file.
    1. For example, if user first names are in the second column, select 2 as the Column for the First name value.
    2. Every field except for the first and last name is optional.
    3. If you omit a user id and/or password, they are given unique values automatically. 

Admin, Import, Accounts tab with columns selected for the Roles, First name, and Last name values

Some additional notes for specific fields:

  1. LMS ID: You can use matching via the user's LMS ID when updating existing accounts with a CSV import. For example, you can first do a bulk export of users, change some fields, and then do a bulk import. 
  2. Roles: You can define the account roles of the accounts you are importing. For example, you can define the account role as "learner", "instructor", "administrator", etc.  You can also associate multiple roles with one account by listing two or more roles in the Roles field. For example, you can enter "learner,instructor" in the Roles field in the CSV file for one account, and the account will be created with both roles. You can also include custom roles in the Roles field.
  3. User ID: You can define the user ID of the user you want to add.
  4. Password: You can define the password of the user you want to add.
    1. Note that you can allow a random password to be generated if you leave the password field blank. After login, users can change the automatically-generated password to a personal password.
  5. Organization: You can define the name of the organization that the student is a member of. The organization will be created if it doesn't already exist.
  6. Manager LMS ID: You can use the Manager LMS ID field to add a manager to a user. If enabled, this allows the manager to manage the user as a direct report.
    1. To learn more, visit the Managers article. 
  7. Manager email: You can also use the Manager email field to add a manager to a user. If enabled, this allows the manager to manage the user as a direct report.
  8. Picture: You can include the URL of a publicly accessible image on the web, which will be copied and used for the student's profile picture.
  9. Language: The language field in the import file should contain the English name for the language. For example, French, Spanish, German, etc.
After defining the columns for each value in your CSV file, complete the Options settings:
  1. Select a default role for the imported accounts (additional information below). The default role you select will apply to all accounts that do not have a specified role in the CSV file.
    1. Note that the default role is set to Learner/Student. 
  2. Select an Organization that will apply to the accounts in the import.
  3. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  4. Require user to change password when they first login: Determine if you want users to be prompted to change passwords the first time they login.
  5. Update passwords for accounts that already exist: If you are updating existing accounts, determine of you would like to update their passwords.
    1. This default is No for this setting.
  6. Select a Date format.
  7. Send log in instructions: Determine if you want to send log in instructions to users for the new accounts.
  8. Click Continue.
Info
Note that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Accounts page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Accounts tab, Options section

The account types, or roles, that can be selected as the default role varies based on your platform. The role you select as the default role will apply to the imported accounts if you did not include roles in the CSV file, or left the Role field blank for some accounts. 
Info
Please note that the roles that display in the default role drop-down are the roles you can include in your CSV file if you want to import multiple account types in one import file.

Admin, Import, Accounts tab, default role menu active

After clicking Continue, you will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run.  
Import processing message

The results of your dry-run import are shown with a list of the accounts that would be created.
  1. If an account with a matching LMS ID, user ID, student ID, instructor ID, or name/birth date is found, it is assumed that the existing account information is to be updated instead of creating a new account.
  2. Any matches or errors are displayed next to the account details.
If everything is correct with the new or updated accounts:
  1. Click the Redo same import but this time make the changes button.
  2. You will receive a notification when the import is complete.
Admin, Import, Accounts tab, Import results

Profile pictures

You can import profile pictures as part of the account import process if the profile pictures are available on the web. To import profile pictures:

  1. Include the URL of the account pictures in your CSV file.
  2. Map the corresponding column/field number to the Picture Value (shown below).
    1. For example, if your import structure is - Account,Sample,acc12,support@gmail.com,https://www.yourschool.com/images/panda.jpg - the profile picture URL is the 5th field, so you would select 5 from the column drop-down for the Picture value.
The platform will load the picture using an HTTP GET and then copy that picture into the student's profile picture (it will also automatically create a thumbnail version).
Admin, Import, Accounts tab, Picture value highlighted

Importing courses

As an administrator, you can quickly create or update courses by importing the information from a comma-separated value (CSV) file. 

To import courses or classes:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Courses tab.
  4. Click + Add file to select the courses CSV file from your computer.
  5. In the Values section, indicate the column of each value in the CSV file.
    1. For example, if course names are in the first column, select 1 as the Column for the Name value.
    2.  If a course with a matching course code (and matching section if the code is also provided) is found, it's assumed that its information is to be updated instead of creating a new course. 
Admin, Import, Courses tab

After defining the columns for each value in your CSV file, complete the Options settings:
  1. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  2. Select a Date format.
  3. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Courses page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.

Admin, Import, Courses tab, Options section

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run.  
The results of your dry-run import are shown with a list of the courses that would be created.
  1. Any matches or errors are displayed next to the course details.
If everything is correct with the new or updated courses:
  1. Click the Redo same import but this time make the changes button.
  2. You will receive a notification when the import is complete.
Admin, Import, Courses tab, Import results

Additional notes for certain fields:

  1. LMS ID: You can use the course LMS ID to match to existing courses when doing an update-by-import. For example, if you wanted to import a bulk update of course descriptions, you can first perform a bulk export of the LMS ID and description fields, then change them in the CSV field, then re-import that file with the LMS ID and description fields set, and the course descriptions will be updated in bulk.
  2. Style: The style of the course. This must be in English, and the valid settings are "Instructor", "Blended", "Self paced", or "Micro class".
  3. Start time, end time: Dates must be in the form mm/dd/yyyy.
  4. Course schedule: The schedule must be in the form Tue|09:10|18:00|Room1.
    1. Please note that you can add multiple schedules by separating them with "||". For example Tue|09:10|18:00|Room1||Wed|10:00|17:20|Room2. Also, note that the day should be spelled exactly as in the example, "Tue" and NOT "tue" or "TUE".
  5. Subject: This must be a valid subject name for a course.
  6. Time zone: This must be in English and match one of the time zones that is supported by the platform, such as "Madrid" or "Central Time (US & Canada)".
  7. Template: If you want the course to be a template, set the "Template?" field to "Yes" (English only).
    1. Note that a template does not have students, so do not supply student IDs for templates.
  8. Parent course: If you want to set the parent course of an imported course, set its "Parent course" field to either the name of the course (case insensitive) or the ID of the course (if it already exists).
  9. Course code: Every course that you wish to do a bulk enrollment for will need to have a unique course code.
  10. Section code: Every course that you wish to do a bulk enrollment for will need to have a unique section code.
  11. Organization: The name of the organization that the student is a member of. The organization will be created if it doesn't already exist.

The following examples are from a CSV file that create a course template, a course with the template as its parent, and a stand-alone course:

  • Test Template,Description goes here,Instructor,04/12/2012,8/23/2013,4,Course-101,Syllabus description,English,Pacific Time (US & Canada),true,My category,yes,
  • Test Child,Description goes here,Instructor,04/12/2012,8/23/2013,4,Course-101,Section-101,Syllabus description,English,Arizona,true,My category,no,
  • Test Course,Description goes here,Instructor,06/12/2012,9/23/2013,4,Course-102,Section-103,Syllabus description,English,Pacific Time (US & Canada),true,My category,no,

Importing enrollments

As an administrator, you can quickly import enrollments from a comma-separated value (CSV) file. 

To import enrollments:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Enrollments tab. 
Admin, Import, Enrollments tab

  1. Select the field you will use to identify the course from the drop-down.
    1. Select from LMS ID, Course code, Section code, Course code & Section code, or SIS ID. 
  2. Select the Column number (from your CSV file) for the Course Value. 
Info
Note that these selections will be saved for your next import.
Admin, Import, Enrollments tab with the Course 'Match using' menu active

  1. Select the field you will use to identify the learner from the drop-down.
    1. Select from User ID, LMS ID, Email, Student ID, or SIS ID. 
    2. Every student that you wish to enroll using bulk enrollment will need to have a unique student ID. 
  2. Select the Column number (from the CSV file) for the Learner Value.
Info
Note that these selections will be saved for your next import.
Admin, Import, Enrollments tab with the Learner 'Match using' menu active

  1. Click + Add to select the CSV file from your computer.
  2. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  3. Select if you would like to send a notification of the enrollment to learners.
  4. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Enrollments page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Enrollments tab with a CSV file uploaded

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the enrollments are added, otherwise, an error message is displayed.
Admin, Import, Enrollments tab, Import results

Note that the import will only enroll the students into the course, it will not also create learner accounts. 

The following examples are from a CSV file for importing enrollments:

  • 101,ID_007
  • 101,ID_008

Import completions

As an administrator, you can quickly import completions from a comma-separated value (CSV) file. 

To import completions:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Completions tab. 
Admin, Import, Completions tab

  1. Select the field you will use to identify the course from the drop-down.
    1. Select from LMS ID, Course code, Section code, Course code & Section code, or SIS ID. 
  2. Select the Column number (from the CSV file) for the Course Value.
Info
Note that these selections will be saved for your next import.
Admin, Import, Completions tab with the Course 'Match using' menu active

  1. Select the field you will use to identify the learner from the drop-down.
    1. Select from User ID, LMS ID, Email, Student ID, or SIS ID. 
    2. Every student that you wish to enroll using bulk enrollment will need to have a unique student ID. 
  2. Select the Column number (from the CSV file) for the Learner Value.
  3. Select the Column number (from the CSV file) for the Competed at value.
    1. Make sure to include the completion date in your CSV file, otherwise, the completion import will not work.
Info
Note that these selections will be saved for your next import.
Admin, Import, Completions tab with the Learner 'Match using' menu active

  1. Click + Add to select the CSV file from your computer.
  2. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  3. Select a Date format.
  4. Select if you would like to trigger completion rules when the completion import is complete.
  5. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Completions page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Completions tab with a CSV file uploaded

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the completions are added, otherwise, an error message is displayed.
Admin, Import, Completions tab, Import results

Note that the import of completions will only complete learners for the course, it will not also create new student accounts. 

The following examples are from a CSV file for importing completions:

  • AB,12,2/6/2025
  • AB,13,2/6/2025

Adding instructors to courses

As an administrator, you can quickly add instructors to courses from a comma-separated value (CSV) file. 

To add instructors to courses via CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Instructors tab. 
Admin, Import, Instructors tab

  1. Select the field you will use to identify the course from the drop-down.
    1. Select from LMS ID, Course code, Section code, Course code & Section code, or SIS ID. 
  2. Select the Column number (from the CSV file) for the Course Value.
Info
Note that these selections will be saved for your next import.
Admin, Import, Instructors tab with the Course 'Match using' menu active

  1. Select the field you will use to identify the instructor from the drop-down.
    1. Select from User ID, LMS ID, Email, Teacher ID, or SIS ID. 
  2. Select the Column number (from the CSV file) for the Instructor Value.
Info
Note that these selections will be saved for your next import.
Admin, Import, Instructors tab with the Instructor 'Match using' menu active

  1. Click + Add to select the CSV file from your computer.
  2. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  3. Select if you would like to send a notification to instructors.
  4. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Instructors page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Instructors tab with a CSV file uploaded

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the instructors are added to the courses, otherwise, an error message is displayed.
Admin, Import, Instructors tab, Import results
The following examples are from a CSV file for importing instructors:
  • 101,T3
  • 101,T4

Importing organizations

As an administrator, you can quickly import organizations from a comma-separated value (CSV) file. 

To add organizations via a CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Organizations tab. 
  4. Click + Add to select the CSV file from your computer.
  5. In the Values section, indicate the column of each value you included in the CSV file.
    1. Internal: yes for internal organizations or no for external customers.
    2. Parent: The Parent value allows you to create sub-organizations. If included in the CSV file, the parent field should be a string starting with "/". More details below.
  6. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  7. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Organizations page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.


You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If an organization with a matching organization name is found, it's assumed that its information is to be updated instead of creating a new organization.
  3. If there are no errors in the file, the organizations are created, otherwise, an error message is displayed.
Admin, Import, Organizations tab, Import results

The following examples are from a CSV file for importing organizations:

  • Leadership Headquarters,IT company,no,/
  • HR Department, software company,no,/Leadership Headquarters

Parent Organizations

You can create parent and child organizations using the Parent value in your CSV import file. 

The Parent field is a string starting with "/", and follows the rules below:
  1. If the Parent value for Organization A in the CSV file is just "/", the imported Organization A will be added as a top level organization. It will be added as the last organization in the Organization list.
  2. If the Parent value for Organization B in the CSV file is "/Organization A", the imported Organization B will be added as a child organization to Organization A.  It will be added as the last organization in the Organization A list.
  3. If the Parent value for Org C in the CSV file is "/Organization A/Organization B" the imported Org C will be added as a child organization of Organization B, which is a child organization of Organization A. (See screenshot below).
  4. If the Parent field is included in the CSV import file, but left blank:
    1. A new organization will be added as a top level organization.
    2. An existing organization's parent/child relationship will be unchanged.
Organizations list with two top level organizations, a child organization, and a child organization to the child organization

Importing job titles

As an administrator, you can quickly import job titles from a comma-separated value (CSV) file. 

To import job titles via a CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Job titles tab. 
  4. Click + Add to select the CSV file from your computer.
  5. In the Values section, indicate the column of each value in the CSV file.
  6. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  7. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Job titles page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Job titles tab

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the job titles are created, otherwise, an error message is displayed.
Job titles import notification

The following examples are from a CSV file for importing job titles:

  • Marketing manager,Description
  • HR manager,Description

Importing groups

As an administrator, you can quickly create groups by importing a comma-separated value (CSV) file. 

To import groups via a CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Groups tab. 
  4. Click + Add to select the CSV file from your computer.
  5. In the Values section, indicate the column of each value in the CSV file.
  6. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  7. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Groups page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Groups tab

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the groups are created, otherwise, an error message is displayed.
Groups import notification

The following example is from a CSV file for importing a group:

  • Geology group,A group for leaners who want to study geology,FALSE,Study,TRUE,FALSE

Importing group members

As an administrator, you can quickly add group members to a group by importing a comma-separated value (CSV) file. 

To add group members to a group via a CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Group members tab. 
  4. Click + Add to select the CSV file from your computer.
  5. You will match groups using the LMS ID
  6. Select the field you will use to identify the Users from the User ID drop-down.
    1. Select from User ID, Course code, LMS ID, or Email.
  7. In the Values section, indicate the column of each value in the CSV file.
  8. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  9. Determine if you would like to send notifications to group members when they are added to a group.
  10. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Group members page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Group members tab

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the group members are added, otherwise, an error message is displayed.
Group members import notification

The following example is from a CSV file for importing group members:

  • 94623,user ID,FALSE,TRUE,FALSE

Importing web resources

As an administrator, you can quickly import web resources from a comma-separated value (CSV) file. 

To import web resources via a CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the Web resources tab. 
  4. Click + Add to select the CSV file from your computer.
  5. In the Values section, indicate the column of each value in the CSV file.
  6. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  7. Select the Library you would like the Web resources to be saved to.
  8. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import Web resources page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, Web resources tab

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the web resources are added, otherwise, an error message is displayed.
Web resources import notification

The following example is from a CSV file for importing a web resource:

  • Video 2024,Video Description,https://youtube.com/watch?reload=9&v=bm8Hg3RGtgI  

Importing file resources

As an administrator, you can quickly import file resources, such as SCORM, pdfs, docs, and images, from a comma-separated value (CSV) file. 

To add various types of file resources, first, create a zip file on your computer. 
  1. Note that the zip file should contain a manifest.csv and the files which will be imported as resources. Every line in the manifest file will be imported as a resource depending on its type.

To import the file resources via a CSV file:

  1. Click Admin from the primary navigation menu.
  2. Click Import from the fly-out menu.
  3. Click the File resources tab. 
  4. Click + Add to select the zip file from your computer.
  5. In the Values section, indicate the column of each value in the CSV file.
  6. Dry run: Select Yes if you would like to check the import before making changes.
    1. Performing a dry run is recommended.
  7. Select the Library you would like the file resources to be saved to.
  8. Click Continue.
InfoNote that after clicking Continue for the import, the column and value mappings are persistent, and will be remembered the next time you access the Import File resources page. This helps you save time if you frequently upload CSV files with the same field structure. You can click Clear mappings if you would like to reset the value mappings.
Admin, Import, File resources tab

You will receive a message that your import is being processed. When the import is completed, you will receive a notification.
  1. Click the link in the notification to view the results of your dry run or your import.
  2. If there are no errors in the file, the file resources are added, otherwise, an error message is displayed.
Info
Please note that HTML packages and SCORM packages take a longer time to get imported, so there might be a little delay between the notification and the time they display in the resources catalog.
File resources import notification

When setting up your file resource zip:

  1. Create a manifest.csv
  2. Add your files to the folder.
  3. Create folders to house SCORM or HTML packages.
  4. You will reference the files and folders in your manifest.csv.
The following example is from a manifest.csv file for importing a file resource:
  • SCORM,File_name,Description,modules/scorm1.zip,English
  • Image,Image_name,Description,image1.jpg,English

    • Related Articles

    • MailChimp

      Overview The Mailchimp integration gives administrators an end-to-end email integration for email marketing and customized Learner email messages. Administrators can import Mailchimp contacts into the portal, and they can export user lists from their ...

    • Job titles

      Overview If you enable the Job titles feature, you can use the job title filter to filter listings and you can use it in conjunction with rules so you can apply a rule to everyone who has a particular job title. To enable job titles for your site go ...

    • OneDrive

      Overview Our OneDrive integration allows users to import files from OneDrive into our platform and use them in different areas of the platform. We currently have support for OneDrive and OneDrive for Business. Installing OneDrive and OneDrive for ...

    • Administrator role overview

      Overview An administrator is responsible for the overall management and configuration of the platform. Most administrator functions are available via the Admin tab and are described briefly here. Each function is then described in detail in the help ...

    • Permissions

      Overview The Permissions feature provides a streamlined way for super administrators to configure and customize permissions by role throughout the platform. This includes the ability to provide or deny access to many site features such as site-wide ...