How to bulk upload your learners in experiences
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Access the learner management area of your experience, found through the Add/manage learners task on the experience dashboard
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Above the form to add new learners, you’ll see an additional Bulk upload learners tab - select this tab to swap the form with some instructions and a file upload field
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Create a new document in Excel
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For each learner you’d like to upload, enter their full name in column A and their email address in column B in each row – so if you’re trying to add 10 learners, you should have 10 rows in your document, each with a full name and email address in the first two columns
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Select File > Save As…
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Change the “File Format” to a format with the extension “.csv” e.g., “CSV UTF-8 (Comma-delimited) (.csv)”
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Save the file on your device as [your-filename].csv
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Select “Choose file” on the file input back in the experience learner management area and select the file you just created from your device
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You’ll be asked to confirm your upload by reviewing a list of all the learners we found in your document – if this is less than the number of rows in your spreadsheet, an email address may be incorrectly formatted, or a cell may be without content somewhere
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Finish with the “Confirm bulk upload” button
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All the learners we found in your document will be added, unless they don’t meet any specific experience type conditions e.g., don’t already have an Insights Discovery Personal Profile – if conditions like these exist, you’ll get a summary of which learners were added and which weren’t
You can now navigate back to the dashboard to send them their invites.
