Percipio Learning - Bulk Import Many New Users

Percipio Learning - Bulk Import Many New Users

Use the bulk import to add multiple new users into Percipio. To create a single user, see Create a User. The user login experience depends on the options you choose. See User Login Experience for details.

Note: We recommend you that you prevalidate the CSV file prior to uploading it. You cannot undo an import. We suggest that you keep your CSV files at least one back in case you need to roll back any changes.
  1. From the Admin menu, click USERS > User Management. The User Management page displays.
  2. Select Bulk Import Users.
  3. On the IMPORT tab, select the file you want to import. Percipio conducts the following checks on the import file:
    • File format (CSV)
    • Authorized separators: a comma (,) and the Tab function.
    • Empty file
    • Maximum size
    • CSV field values
  4. Optionally, select the date and time you want to send the initial Welcome email.
    Note: The date and time are based on your local system settings, not the email recipients' settings.
  5. Select Import.
  6. View the batch import reports.

    • Related Articles

    • Percipio Learning - Bulk Import Many Users

      With Percipio, you can add multiple new users, update existing users, or both via the Bulk Import feature. Download one of the CSV files on the User List page to add or update multiple user profiles at once. Frequently asked questions about importing ...

    • Percipio Learning - Update Existing Users by Bulk Import

      If you want to make a change to multiple users, for example, change them from active to inactive or populate a new user attribute, you can use the bulk import feature. To update a single user, see Edit an Existing User. Note: We recommend you that ...

    • Percipio Learning - Bulk Import Error Messages

      These errors can occur when uploading your CSV file. Note: If a column is not required and it does not match the case of the header row from the template file, the data in the column is ignored during bulk import. CSV field Error message Reason ...

    • Percipio Learning - Bulk Import Multiple External Links

      If you have several external links to add to Percipio, you can do it using the bulk import process instead of adding them one by one. The bulk import process involves filling out a CSV template file and uploading it to Percipio. To get started: From ...

    • Percipio Learning - Bulk Import Reports

      Once you import or prevalidate a CSV file, a report generates with the details. To access the bulk import reports From the Admin menu, click USERS > User Management. The User Management page displays. Click Import. The Import page displays. The Most ...