The user import feature allows you to create and invite multiple users simultaneously on your platform.

With this feature, you will be able to set up your online training platform in a jiffy!

In the main menu, go to Users > Add users > Batch imports, then click on the New import button.

Importing users is done in 5 easy steps:

First of all, you'll need to download our Excel template to fill out your information. The template can be downloaded directly from the "new import" flow in the app.

Be advised that the system will only import the columns appearing in the template. Fill in all columns for each user you want to import. In some columns, you may see drop-down menus with predefined choices.

You must enter the user's full name in the Name column. In the date fields (if applicable), we recommend using the following format: YYYY-MM-DD.

Providing the Country and State/Region of your user is mandatory in Workleap LMS.

Therefore, you will need to use specific location codes in order to fill in the Country and Region columns of the template.

Click the Find a location code button to get the right codes to use in your document. You can copy a code to your clipboard by clicking on the Country code and Province code boxes.

It's always best to double-check that all information is filled and compliant with the requested format before initiating the import process.

Here's an example of a filled-out template ready for importation:

Please be advised that your field information must be provided under text format. If your field information is the result of a calculation rule or other macros, the system will not be able to process your import.

Before uploading your user list to the platform, you can add a few more details to your import.

First, the Groups section will allow you to assign all users from the import to one or multiple groups on the platform.

The Message section allows you to add a personalized message to the automated invitation email sent to your newly imported users.

Finally, the Additional notes will help you document each import for internal management purposes.

You are now ready to upload your .xlsx file to the platform! Drag the file into the designated space or click on the Choose file button.

Click on the Import button to start the user importation.

Once the form is submitted, the import can take anywhere from a few seconds to a few minutes, depending on its size. You can see the import status in the index (Users > Add users > Batch imports).

Once the import is completed successfully, a confirmation message will appear at the bottom of the platform. Click on View the import summary to consult the import details.

Be advised that the summary will provide additional information, should there be issues with any of the submitted users in your import file.

The import summary will also allow you to enroll in courses for newly imported users by clicking on Enroll users.