How to do a bulk upload

The Bulk Upload feature in Intuto can be used for multiple tasks such as creating Users, updating User details, adding/removing Users to Groups and enrolling Users into Campaigns/Collections or Courses.

Use this tool to:

  • Add Users to the system
  • Enrol a group of Users into a CourseCollection or Campaign
  • Enrol Users to more than one Course or Collection at a time
  • add/remove users to/from User Groups
  • update existing User profiles

Instructions:

1. Access Bulk Upload from the Users page or Course Share page:

Users page:

users-page-bulk-upload

Course Share page:

share-page-bulk-upload

2. Click on the Bulk Upload link/button, then upload a CSV file. Click here for bulk upload file information.

upload-file-bulk

bulk-upload-example

  • You may get yellow file warnings if you have uploaded people who have an account already. This is fine; you can still upload the file.
  • If you get a red file error, you will not be able to continue until this error is fixed. If you are having trouble fixing it, please email us (at support@intuto.com) with the file you are trying to upload so we can see what the problem is.

3. Click 'Submit'. You will be taken to the Bulk Upload Settings page.

  • Tick the box 'Enrol Existing Users' to ensure that existing users are enrolled into the content.

bulk-upload-settings

4. In 'Enrolments', partway down the page, click on the button on the right which says 'Manage Enrolments'.

manage-enrolments

Here you will be able to choose which Course(s)Course Collection(s) or Campaign(s) to enrol your bulk-uploaded users into. Once you have finished selecting the appropriate enrolments for the group, click 'Submit'.

manage-enrolents-drop-down-menu

5. You can also add your bulk upload Users to User Groups with the Bulk Upload tool. Choose an existing Group from the 'Add Groups' drop-down menu below the Enrolments box.

groups-selection-drop-down

You can see the Group(s) your Users have been added to.

bulk-upoad-groups-confirmation

When you are happy with your Bulk Upload User Settings, click the orange 'Upload' button at the top right of the screen. Then click 'Upload' to confirm.

Upload-button

  • The users will then be enrolled into all content you have selected and receive confirmation by email of their enrolments.
bulk-upload-completion

We know this can be daunting so feel free to send the file through to us and we can upload it for you.

Contact support@intuto.com for more information