Import Eportfolio Employer's into Enrol Onboarding

Overview

Admin users can import employer accounts from Onefile Eportfolio into Enrol Onboarding. This helps reduce manual data entry and ensures the same user is linked correctly across products.

User Roles

This feature can be used by the following user role:

• Admin

Steps

How to Import Users

1. Click Employers from the left-hand navigation menu.
2. Click Import employers.
3. Select the product you want to import from (e.g., Onefile Eportfolio).
4. Select the user you want to import.
5. Click Confirm Import.

✔️ Tip: Only users with a valid email address can be imported.

Tips & Notes

• Imported employers will automatically be linked to their existing Onefile Eportfolio account.
• If a user does not appear in the import list, ensure they have an email address in Eportfolio.
• Only Admin users can import users into Enrol Onboarding.

Terminology

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

Related Articles

• Create an Employer account within Enrol Onboarding
• Onboarding User Overview

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.