Bulk Import Many New Users

Use the bulk import to add multiple new users into Percipio. To create a single user, see Create a User. The user login experience depends on the options you choose. See User Login Experience for details.

Learning admins can also use the bulk import feature to add many users at once into Percipio if you configure their permissions. When learning admins use bulk import to add users, they can add any user to any audience, but they can only see and manage users who are in audiences that they own. A learning admin can only edit a user using the bulk import process when that user is in an audience they own, otherwise they get an error message.

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.
  1. From the Admin menu, click USERS > User Management. The User Management page displays.
  2. Select Bulk Import Users.
  3. On the IMPORT tab, select the file you want to import. Percipio conducts the following checks on the import file:
    • File format (CSV)
    • Authorized separators: a comma (,) and the Tab function.
    • Empty file
    • Maximum size (1 GB)
    • CSV field values
  4. Optionally, 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. Select Import.
  6. View the batch import reports.