Percipio Learning - Update Existing Users by Bulk Import

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 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.
Caution: When a column in the CSV file is left blank, Percipio imports a default value for the associated user profile field or removes existing values from custom attributes. Prior to uploading a CSV file, we recommend you delete all blank columns from the file to avoid overwriting any existing field values.

Creating the CSV file for importing

When creating a CSV file for changing user data, the only columns you need to specify in the CSV are the externalUserID (the unique user identifier in Percipio) and the columns for which you want to add or change data.

Example: If you want to change a many users from active to inactive, your CSV file can look like this:

When you ensure all other columns are removed from your file, you avoid any accidental data overwrites.

Updating the data

OpenIf you don't know the User ID or are unfamiliar with your user data
OpenIf you have the User IDs and are familiar with your user data

To update many existing users via a bulk import

  1. On the Users > User Management page, click Bulk import users.
  2. Click the IMPORT tab.
  3. Choose the file you want to import and click Open. Percipio conducts the following checks on the import file:
    • File format (CSV)
    • Authorized separators: a comma (,) a semicolon (;) and the Tab function.
    • Empty file
    • Maximum size
    • CSV field values
  4. 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. Click Import.
  6. View the bulk import reports.

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