How To Import New Learners

Add your learners to your organization and get them ready for training!

If you have a large list of Learners to import and assign them to Organizations, they may not be associated to said Organization for about 1 hour.  If you are worried they did not import correctly and you did assign them to an Org when importing, please check back in using an incognito tab in about 1 hours time. 

Step 1

Click on 'Learners' on the left sidebar

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Step 2

You can bulk upload learners through an excel file by clicking 'Import Learners'

Click '+Add' on the right side to add learners individually.

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Step 3

Fill out all required fields on the spread sheet. (First Name, Last Name, Email, Phone). Please note all fields listed must be on the spread sheet being uploaded in the exact order they are listed.  If you do not have a field for an individual such as a phone number, leave it blank.

To share learners to an Organization when uploading them, select the Organization you wish to add them to on the bottom of the 'Upload Learners from Spreadsheet' page.

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