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How do I bulk import learners?

  User Roles

This feature can be used by the following user roles:

  • Centre Manager
  • User Manager
  • Internal Verifier with permission
  • Assessor with permission

  Permissions

Manage learner accounts

To import learners into OneFile, please follow the steps below:

  1. Click Users in the navigation bar 
  2. Click the Learners tab
  3. Click Bulk Import Learners
  4. Click Choose File and select the CSV file from your documents
  5. Tick the checkbox if your CSV file has column headings
  6. Click Continue
  7. Match up the headings under the Identify Data Columns with the information presented (e.g. first name, last name etc.)
  8. Once matched, click Continue
  9. Assign a Default Assessor, placement, class and a Framework Template (optional)
  10. Click Import Selected Learners

  Top Tip

Make sure all of the Assessors, Classes, Placements and Framework Templates have been created prior to starting the bulk-import process. 

Required Fields

Creating learners individually can be time-consuming, especially when you’re configuring each learner manually. It’s possible to bulk import learners into OneFile from a CSV file. This can save you hours of data entry if you have all the relevant information at hand. 

You can download a template CSV file at the bottom of this article. 

The minimum required fields are First Name, Last Name and Email Address.

Terminology

Please note that the terminology used in this article may be different depending on your Centre.

N
Natasha is the author of this solution article.

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