Bulk Uploading Users Into Learn

You can add multiple users to Learn at once by importing an Excel spreadsheet.

Upload Users from the Users Page

1. From the left navigation menu, select Users.
2. Click Add Users in the upper-right corner.
3. Select From Excel.

Download the Sample Spreadsheet

On the upload page:

1. Select Download a sample Excel file.
2. Use the sample file as a template for your user information.
3. Enter your trainees' information using the same format.

If your Learn account includes custom user fields, you can also include those values in the spreadsheet.

Upload and Map Your Fields

After completing the spreadsheet:

1. Save the Excel file.
2. Upload it to Learn.
3. Map each spreadsheet column to the corresponding Learn field by dragging and dropping fields as needed.
4. Verify that every column is mapped correctly.
5. Click Continue.

Review the Import

Before completing the upload, review the imported information.

If a field is incorrect:

1. Select Remap fields.
2. Correct the mapping.
3. Continue once everything appears correctly.

After this review step, you can also:

• Add users to one or more Groups
• Invite users to Courses

Existing Users

If a user already exists in Learn, you'll see a message similar to:

"Trainees highlighted below are already in the system. Their records will be updated with the information in this file."

Rather than creating duplicate accounts, Learn updates the existing user records with the information provided in your spreadsheet.

Complete the Import

Once you've verified all information:

1. Click Add.
2. Learn imports the users.
3. Any selected Groups or Courses assignments are applied during the import process.

Bulk Upload Users Directly into a Course

You can upload new trainees while inviting them directly to a specific course.

Upload Users from a Course

1. From the left navigation menu, select Courses.
2. Open the course you want to assign users to.
3. Click Invite.
4. Select Upload Excel.

Download the Sample Spreadsheet

1. Select Download a sample Excel file.
2. Enter your trainees' information using the provided format.
3. Include any available custom fields if your Learn account supports them.

Upload and Map Your Fields

1. Save your completed spreadsheet.
2. Upload the file.
3. Map each spreadsheet column to the appropriate Learn field.
4. Click Continue after verifying the field mappings.

Review Before Importing

Review the imported information before completing the upload.

If necessary:

• Select Remap fields to correct any mappings.
• Add trainees to Groups.
• Confirm the course invitation before importing.

Existing Users

If the spreadsheet contains users who already exist in Learn, the system notifies you that their records will be updated rather than duplicated.

Review the information and continue once everything is correct.

Complete the Upload

Click Add to:

• Create any new user accounts.
• Update existing user records when applicable.
• Invite the uploaded trainees directly to the selected course.
• Apply any selected Group assignments.