Updating your learner data in bulk is a two-step process: Exporting your current records and Reimporting the modified file. This ensures your data remains consistent and saves you from manual entry.

Important Notes:

Before you begin, please keep the following in mind:

• Usernames and Passwords: These fields cannot be updated via the import template. Changes to these credentials must be made manually within the learner’s profile.
• File Format: Ensure you are working with the .xlsx file provided by the system to prevent upload errors.

Step 1: Export Current Learner Data

To get started, you’ll need a copy of your existing data to use as your template.

1. Navigate to Administration from the main menu.
2. Select People and then Learners from the sidebar menu.
3. In the top right corner, select Import/Export Learners to open the modal.
4. Choose the Export option.
5. Find the specific Team you would like to export data for.
6. Click Export.

Note: A .xlsx file containing your learner data will automatically begin downloading to your device.

Step 2: Update the Template

Open the downloaded file and make the necessary changes to learner fields (such as Job Title, Email, or Other Fields).

• Do not alter the column headers, as the system relies on these to map the data correctly.

Step 3: Reimport Learners

Once your file is saved and ready, follow these steps to push the updates to the LMS:

1. Return to the Import/Export Learners modal in the LMS.
2. Choose the Team you wish to update/add these learners to.
3. Click Browse to locate your updated import template on your computer.
4. Select the file and click Upload.

The system will process the file, and your learner profiles will reflect the new information at the top of the next hour.