Importing multiple users using a CSV file

This article outlines how to import your users to Engage using a CSV file.

This article is for ADMINISTRATORS. 💾

Getting your users set up in Engage is crucial to the success of the e-learning strategy at your school. No users = no reading, no learning + no fun. 🚫😕 This article covers one of Snapplify's many bulk import options: importing user data using a CSV file.

👉 You can also import your user data from Google or using Microsoft.  

Before you get started

You'll need to ensure that your user data is formatted correctly before proceeding with the bulk import. To help you out, here is a template CSV file that you can refer to. It is very important to ensure that your data has no blank spaces.

Once your data has been checked and all is well, you can begin importing your users as follows:

  1. Navigate to 'Import Users' when logged in to Engage.
  2. You can upload the information from your CSV file in one of two ways:

Option 1
Select the CSV file from your computer using the 'Upload' section. Choose the file, then click 'Upload' to confirm your choice.

Option 2
You may prefer to copy/ paste the text from your CSV file into the 'Import Data' box. Once you have pasted the data into the box provided, click 'Import' to start importing your user data.  

What's next?

👩👨👧👦🤔 When users are imported into Engage, they are all automatically assigned the 'Learner' role in Engage. After adding users to the Engage platform, you will need to assign user roles (e.g. Teacher, Librarian, Admin, Learner, or Finance) to give users like librarians or teachers additional permissions.

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