Percipio Learning - Prevalidate the CSV File

Percipio Learning - Prevalidate the CSV File

Before importing your users, use the Prevalidate feature to ensure your file is free from errors and ready for upload. 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. Click Import.
  3. Click the Prevalidate tab.
  4. Click Select a file to choose the file you want to validate.
  5. Click Open.
  6. Click Prevalidate Users.
    7. Note: Prevalidation does not import your users from the file.

    Percipio conducts the following checks to validate the import file:

    • File format is a CSV format
    • Commas (,) or tabs can be used as separators
    • If the file is empty
    • File does not exceed maximum size
    • If CSV field values are valid

    If any of these validations fail, descriptive error messages display:

  7. To correct these errors, click Download prevalidation report to view the file.
  8. A new column at the end of the CSV file details which lines have an error, and what the error is.

    9. Correct the errors within the CSV file and save it.

    Note: Once corrected, remove the error column from your CSV file and save it. You can then use this file as your import file.
  9. Upload your corrected CSV file using the procedures in Bulk Import Many New Users.

    • Related Articles

    • Percipio Learning - Download a CSV File

      Percipio uses a CSV file to import or update multiple users at once. The file can be opened in a spreadsheet program (such as Microsoft Excel) and edited directly. Prevalidate the CSV file to ensure your file has no errors To download a CSV file From ...

    • Percipio Learning - Download Assignment List

      Site Admins and Learning Admins can view all assignments from the Assignment page. They can also download the full assignment list to get additional details of all assignments in one CSV file. Download the assignment list To download the assignment ...

    • Percipio Learning - Download Program List Report

      Download Program List Report Any user with manage program privileges can view programs from the Learning program page. To get additional information about learning programs that you see on the Learning program page, you can download the program list ...

    • 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 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 ...