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Technical information for DigitalChalk users

How to register multiple users for a course by uploading a spreadsheet (CSV file)

by | Apr 22, 2019 | 0 comments

DigitalChalk’s Register Multiple Users feature allows you to easily register multiple users for a course through the simple upload of a spreadsheet (CSV file). To do this:

  • Log into your organization as an Organization Administrator
  • First, confirm that all of the users whom you want to be registered for the course already have an account within your organization
    • If the users do not already have an account within your organization you can create them using our Mass Import feature if you so desire
  • Once you have confirmed that the users have accounts, click on “Lead” in the left navigation panel.
  • Click on “Users.”
  • Click on the downward facing arrow that is part of the “Add Users” button. Select “Register Users.”
  • Begin entering the name of the course, as you type a course or course list will be displayed, click on the name of the course that you want to use for registration
  • Click the “Upload” button to locate and import your CSV file. It needs to contain at least the users email addresses.
  • Map the email address column in your CSV file to the email field in the import tool.
  • Click the “Import Now” button

The time that the system will take to complete this activity is dependent upon the number of users that you are registering for the course. This process could take several seconds, minutes or longer depending on the number of registrations being performed.

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