TalentLMS lets you add users to your portal en masse to help you reduce your workload. To do so, you will need to prepare an XLS, XLSX, or CSV file and import it to your portal.
| Note: You can download the sample Excel file available under Account & Settings > Import - Export to base your import on it. |
Prepare your import file:
The available user columns are: Login, Firstname, Lastname, Email, Password, User-type, Bio, Active, Deactivation-date, Exclude-from-emails, Language, and any custom user fields you might have activated.
- The mandatory columns are:
Login, Firstname, Lastname, and Email. - The Login column corresponds to the Username. From a system perspective, the Login serves as the primary identifier for users on the platform, so if a user with the same login exists, their information will be updated. Make sure that the login is the first column in your import file.
- If a new user is imported without a Password column, a randomly generated strong password will be assigned to them.
- The Active column can be assigned a value of YES or NO, with the default being YES.
- The Exclude-from-emails column can also be assigned a value of YES or NO, with the default being NO.
- Custom field names should be prefixed with “custom_field:”, such as custom_field: middle name.
- For custom fields of the checkbox type, they can be set to ON or OFF.
- You can include additional columns for Course, Group, and Branch to assign imported users to courses, groups, and/or branches. If you wish to assign more than one course/group/branch, add multiple course/group/branch columns to your import file.
- Languages need to be imported with their abbreviations, which you can find in the PDF attached at the bottom of this article.
Here’s how to import multiple users in a few steps:
1. Once you’ve prepared your import file, sign in to your TalentLMS account as an Administrator and go to Account & Settings > Import - Export (1).
2. Browse your files to locate and select the import file, or drag and drop the file into the upload area (2).
3. Once you’ve selected your file, the users will be imported instantly, and a drawer will open on the right-hand side of your screen, showing you the results (3).
| Notes: To update existing user profiles, simplify the import format by using Login as the first column for the username and add any of the above columns populated with the new value. Keep in mind that the username cannot be updated through the import option. |