How to Bulk Upload Users to User Segments

Users with the Site Admin role can bulk upload users into existing user segments by uploading a text (.csv) file. In order to do so the user segments must already have beenon your LMS.

Table of Contents:

  1. File Format Required
  2. Bulk Add Users to User Segments
  3. CSV Template

File Format Required

You can use the bulk upload template attached at the bottom of this page. Simply add the usernames and user segment (department) short name to the template.

For example:

*Note: The user segment short names in the upload file must exactly match the short names recorded in your LMS. This can be found/added in "Site admin" > "User Management" > "Manage Site Wide segments."

Bulk Add Users to User Segments

Step 1: Click on (1) "Site admin", followed by (2) "User Management", then (3) "Bulk upload users."

Step 2: Upload your file and click "Bulk upload users via CSV."

*Note: If you use an Apple computer ensure that your CSV delimiter is a "," (Comma). If you are using a Windows computer ensure that your CSV delimiter is a ";" (Semicolon).

Step 3: 

(1) Preview the upload to ensure there are no errors. 

(2) Set the upload type to "Update existing users only."

(3) Set existing user details to "Override with file."

Step 4: You can leave everything else as default, then select "Bulk upload users via CSV."

Step 5: If the usernames and User Segment Short names were correct, you will see no errors and the correct User segment assignments. Once complete, you can click "Continue."

Download CSV Template

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