User CSV Template

**IMPORTANT: If using a CSV file downloaded prior to the Skillport 8.0.3285 release, it will not upload. You must either download a new CSV file, or modify your existing CSV file.**

This template contains standard user profile fields. The fields included in the template may vary, based on the settings configured on the Manage User Profile Fields page. A standard field that displays as Enabled on the Manage User Profile Fields page is included in the user CSV template.

Note to Safari users: When using Safari to download the template, it downloads in TXT format, not CSV format. You must use the CSV file format for the upload.

File Type

Must be submitted in CSV format
Must be encoded in UTF-8 format.
Ensure you specify the encoding format before you save the file.
- If using a text editor, such as Notepad, click File > Save As, then select UTF-8 as the encoding format.
- If using Microsoft Excel, click File > Save As > Web Options, then select Unicode (UTF-8) as the document type.

Upload Guidelines

If you are uploading a batch of changes to existing users, you only need to complete the Username fields and the fields you wish to change. During an update operation, if a field is left empty, the existing value for a user is not changed.
You can add or update values in the custom user profile fields when you add or update multiple users.
Do not change the values in row 1 (column headers).
Enclose fields with embedded commas in quotes. Note that the quotes are not saved as part of the field value. If quotes are desired as the first and last characters of the field data, then you must enclose them with a second set of quotes. For example, to upload “myName”, you must enter ““myName””.
If the administrator submitting the upload file has a valid email address, an email is sent that includes the URL of the file, and the date and time that the upload was submitted.
When an upload is requested, an entry displays in the Reports section. The CSV-format report lists any records that were not successfully uploaded.
If an error occurs with the column names, the batch file is rejected at upload.
If there is an error with an individual user record in the template, only that record will fail, and correct records in the same batch file upload without issue.
You can view all batch file rejections, individual failures, and the reason for these errors in the Batch Upload report.

User CSV Template Field Definitions

The following table describes each standard user profile field in the user CSV template. Multiple custom user profile fields can be uploaded using a different CSV template. See Batch Add/Update Custom User Profile Fields for more information.

Field	Required?	Max Text Size	Description
Username	Yes	255 acceptable characters abcdefghijklmnopqrstuvwxyz0123456789@$_.~'- A user ID (user name) cannot start with an apostrophe (') or a dash (-). Non-breaking white spaces (space, tab, and newline) and multi-byte characters (for example, Japanese or Chinese characters) are not allowed. All user IDs are converted to lower case, then validated, and finally saved in lower case if valid.	The user's sign in name. Note: The user name cannot be changed when doing updates by upload. Certain reserved words produce an error. The most common are: add, all, block, count, down, force, link, mount, off, simple, tag, up.
Password	No	255 acceptable characters Passwords are case-sensitive. All single-byte characters are allowed except the following: backslash (\) plus (+) double quote (") The following are not allowed: Non-breaking white spaces (space, tab, new line) Blank passwords Multi-byte characters	The user's password for Skillport sign on. If omitted, the value for Username is used. Passwords are case-sensitive. Note: This field is ignored during a batch update. Passwords can only be changed within Skillport Administrator.
_sys_firstname	No	255 All Latin-1 and double-byte characters are accepted.	The user's first name. If omitted, the value for Username is used.
_sys_lastname	No	255 All Latin-1 and double-byte characters are accepted.	The user's last name. If omitted, the value for Username is used.
_sys_emailaddress	No	255 Acceptable Characters: abcdefghijklmnopqrstuvwxyz0123456789 - _ . * ^ + = @ ' Capital letters are also acceptable. Non-breaking white spaces (space, tab, newline) are not allowed.	The user's email address. If omitted, this field is left blank.
_sys_display_first_name	No	255 All Latin-1 and double-byte characters are accepted.	The user's first name to display in the Skillport interface, such as in the Community. (For example, a learner's nickname, or a name other than his legal first name).
_sys_display_last_name	No	255 All Latin-1 and double-byte characters are accepted.	The user's last name to display in the Skillport interface, such as in the Community. (For example, a learner's maiden name, or a name other than her legal last name).
_sys_location	No	4000	The user's geographic location.
Force Password Change	No	See Description	You can force a newly added user to change his password the first time he signs into Skillport. Acceptable values are 1 or 0. If omitted, the default is 0. 0: Allows the user to keep his assigned password. Determines whether the user will be forced to change his or her password immediately after the next (or first) login. 1: Forces the user to change his password when he first signs into Skillport. This field is ignored during a batch update.
Status	No	See Description	The status of the user. Acceptable values are 1 (for Activated) and 0 (for Deactivated). If omitted during an add operation, a default value of 1 is used. If omitted during an update operation, the user's status is unchanged. 0: Marks the user as Deactivated. 1: Marks the user as Activated.
Role	No	See Description	The user's role. The default value is `END_USER.` Values include: `END_USER` `MANAGER` `ADMIN` `COMPANY_ADMIN` Note: The value for Role determines the user's access privileges in the system and is not meant to identify his position within the organization. Super administrators cannot be created using Batch Add.
Group Membership	Yes for New Users No for Existing Users (See note in Description.)	240	One or more org codes associated with the groups to which the given user should be added. A user can belong to multiple organizational groups, but only one advanced group. Each org code must be separated by a semicolon. Capital letters are accepted. Non-breaking white spaces (space, tab, newline) are not allowed. Note: This field is required for new users and optional for existing users. Groups associated with the specified org codes must exist prior to the upload; to determine a group's org code, click Users and Groups > User Management, and navigate to the group in the left pane. The org code displays in parentheses beside the group name.
Group Operation	No (see warning in description)	See Description	Indicates how the groups specified in the Group Membership field are applied to the user. If omitted, the default is 0. If a value for Group Membership is omitted, this field is ignored. ! WARNING: When using Group Membership, if Group Operation is left blank, the batch update process will read this as a "0" and replace the user's current list of groups with the list specified in the Group Membership field. Acceptable values are: 0: Replaces the user's current list of groups with the list specified in the Group Membership field. If you use this value, include in the Group Membership field the complete list of new groups that will replace the user's current groups. If you are uploading new users, this option adds them to the specified groups. 1: Adds the user to the groups specified in the Group Membership field. If you use this value, include in the Group Membership field only the groups that you are adding. If you are uploading updates to existing users, this option retains the users’ existing groups and adds the users to the specified groups. 2: Removes the user from the groups specified in the Group Membership field. This value is only valid if you are uploading updates to existing users. If you use this value, include in the Group Membership field only the groups that you are removing.
Approval Manager	No	255 All Latin-1 and double-byte characters are accepted.	The user ID of an existing user who is the approval manager for this user. Note: This column only displays if Approval Managers are enabled on your site.
custom_privileges	No	See Description	If you want to assign custom privileges not already associated with the user's selected role, or if you wish to remove specific custom privileges that are already assigned to the user (or are included in the user's role by default), use this column to specify those. See Assign Custom Privileges in the User CSV Template before using this column.