People Data Load - Bulk Import

System admin with the correct permission can upload student into the system using a csv, text, or json file.

Import must include the following fields in order:

• Username
• Password
• First Name
• Last Name
• Email
• Phone
• Street 1
• Street 2
• City
• State 
• Zip
• Organization ID   (multiple id's can be dash-delimited)
• Certification ID   (multiple id's can be dash-delimited) 
• Course ID    (multiple id's can be dash-delimited) 

See attached excel spreadsheet example.   To use as a template, replace the example users with your own, leaving the header row in place.  (If editing in a spreadsheet tool like excel, save your file as .scv) 

Steps To upload:

Step 1: From the main menu bar, select: People

Step 2: From the upper-right corner of the people page, select:  Create

Step 3: From the slide-out drawer, select the option:  Bulk

Step 4: Click the 'Choose Text File' button and upload your saved .csv file.

Step 5: Click:  Save

Coursettra will immediately begin creating your new users.   If any errors are discovered, such as usernames that already exists, or course ID's that cannot be found, you will be presented with a list of faulty students.   Print that list or save so that you can reference and work through those people as needed.   Once you close the error list, you will not be able to rectrieve it.

• If you receive a username error, the person record in question will NOT have been created. 
• If you receive an error for any of the ORG, Course, or Certification ID's, your person record will have been created, however the person will not be added to those records.  

All records will receive the role as assigned in the Client > Self Registration setting.   If no role is established, all imported users will receive the default Student role.  

See attached template spreadsheet.