Bulk Upload Users to a Cohort

Bulk Upload Users to a Cohort


 You need LMS Admin access to be able to perform this action,

Bulk uploading users to cohort via .CSV file will allow you to add multiple users to one or more cohorts.

This tutorial will help you do this step by step: 

Important:

We strongly recommend to create users to your system first before enrolling them to courses in bulk, you may refer to the following tutorials to learn more on how to add users to your system:


Download the template below to add users to Cohort in bulk action.

Prepare a .CSV file ready for upload.
Bulk Upload Users to a Cohort Template.csv is available for download.

How to Select, Download, and Update User Information From the System to .csv File

Step 1: From the Home Page, Login using your Admin credentials.




Step 2: On the upper left part of the home page, click on  the icon then choose the Site administration option.



Step 3: From the drop-down list, select Users --> Accounts --> Bulk user actions gear icon.



Step 4: From the Users in list section, select the users you want to get the information for bulk enrolment then click the 'Add to selection' button.
Holding the Ctrl Key while selecting users will let you choose multiple users at a time.

Step 5: Selected user will now appear on the right side, once you get all the users you need, from the With selected user... drop down list choose Download and click on the Go button.


Step 6: Export users as "Comma separated values (.csv) and click on the Download button:

Step 7: Once the download is complete, open the downloaded file and copy the information from the first 3 columns and paste it to your downloaded Bulk Upload Users to a Cohort Template.csv



Step 8: On your Bulk Upload Users to a Cohort Template.csv enter the correct Cohort ID of the Cohort where you want to add the user:
Sample Cohort ID:

Sample Information on the template



Step 9: After all the necessary information was entered correctly, make sure to save the template in .csv format.



Your template is now ready to be uploaded to your system.



How to Upload .csv File to Add the Users to Cohort/s

Step 1: From the Home Page, Login using your Admin credentials.




Step 2: On the upper left part of the home page, click on  the icon then choose the Site administration option.



Step 3: From the drop-down list, select Users --> Accounts --> Upload users gear icon.



Step 4: From the Upload users section, upload your template by clicking the Choose a file... button and choosing your template from your local drive, once correct template is selected click on the 'Upload users' button.


Step 5: Uploaded template.csv will now show under the Upload users preview, make sure to choose Update existing users only from the Upload type drop down list, once all set click 'Upload users'.
 


Step 6: System will now show you the Upload users results, it will also provide a quick summary of the updated users and errors encountered (if there's any), to finish the process click the 'Continue' button.




Users are now added to their designated cohort/s:






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