Set up multiple accounts via a CSV import

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Your platform allows you to set up multiple accounts in one attempt. To do so, you can use a CSV template.

In this article, you will find our hands-on, hassle-free tips to set up multiple accounts.

 


 

Find the CSV template

To set up the accounts, you need to use the 360Learning CSV template. This document is available on your platform.

To find the CSV template:

  1. From the Homepage, hover My Workspace and click Users

    Google_Chrome_2019-05-09_10-29-27_2x.png

  2. Click Add Users

    Teampaper_Snap_2019-05-09_10-30-46_2x.png

  3. In the sub-menu, click Set up multiple accounts

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  4. Click download the template

    Google_Chrome_2019-05-09_10-36-06_2x.png

 

Important: if you have already imported multiple accounts, you might want to re-use the CSV template which is already saved on your computer. However, we suggest you download the template from the platform for every new import. This will ensure you use the most recent version and avoid error codes.

 


  

Get a group ID

The group ID is a unique 24-character code that will help you recognize your group on the platform. Here's an example of a group ID:  56eff4ea33aa5b2974e94e65

When importing the CSV file, you will need a group's ID to assign users to their corresponding group.

To find a group ID:

  1. From your Home, click on the group's name

    Teampaper_Snap_2019-05-09_10-43-31_2x.png
  2. You will find the group ID in your address, next to "/home/"

    Google_Chrome_2019-05-09_10-45-17_2x.png

Your platform also allows you to browse multiple group IDs at the same time.

To find all your group IDs:

  1. From the Homepage, hover My Workspace and click Users

    Google_Chrome_2019-05-09_10-29-27_2x.png

  2. Click Add Users

    Teampaper_Snap_2019-05-09_10-30-46_2x.png

  3. In the sub-menu, click Set up multiple accounts

    Google_Chrome_2019-05-09_10-32-12_2x.png


  4. Click Get the ID of my groups

    Google_Chrome_2019-05-09_10-47-03_2x.png

  5. Retrieve the corresponding group ID from the list

    Google_Chrome_2019-05-09_10-48-11_2x.png 

 

Tip: use the clipboard icon Screenshot_2019-05-06_at_11.11.44.png to copy-paste the group ID into your CSV template.

 


 

Set up multiple accounts (demo)

 

 


 

Fill in the CSV template: our tips

Before importing the CSV file, take a few moments to review it. This will prevent you from bumping into error codes and will help you save time!

  1. First, you should ensure that email addresses are in the correct format: they don't include any spacing, accent or special character. Also, make sure they are in lowercase letters. You can apply the "=LOWER" function to the column in the CSV file.
  2. Avoid using special characters (","; "-";";"), line breaks or double spacing. If not, they will be considered as tab-delimiters and mess up your file.
  3. Make sure you use the Help - Aide tab of the file to use the corresponding nomenclature for group roles & languages.
  4. Don't delete columns if you're not using them: this would offset the template and create inconsistencies.
  5. When importing the file, only copy the lines you filled in. Don't copy the header, example lines or blank lines.
  6. We suggest you test out the file using 4 or 5 test accounts. This will help you get a better understanding of how the template works.

 


 

Update existing accounts via a CSV import

With the CSV template, you can also update multiple accounts in bulk.

List of elements you can update

✅ Here are the elements you can update with the CSV template:

  • Group(s)
  • Role within the group
  • Additional Information
  • Label(s)

❌ However, you can't update:

  • User email address
  • User name
    Tip: you can edit user email address & name directly from the Users menu.
  • Password
    Tip:  you can trigger the  "Forgot  your password?" process for an other account as explained there: Reset password

 

 

Update multiple accounts (demo)

 

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