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Uploading Learners with a CSV

Learn how to upload and manage learners in bulk using a CSV file in Security Journey. This guide explains supported fields, formatting requirements, and how to add, update, archive users, or grant admin access.

Using a CSV upload allows you to add, update, or manage multiple learners at once in the Security Journey platform.

What You Can Do with a CSV Upload

With a single CSV file upload, you can:

  • Add new learners

  • Update existing learners

  • Archive learners

  • Manage learner attributes in bulk

  • Grant or remove administrator access

All of these actions can be completed in one upload.

Supported Learner Attributes

Your CSV file can include the following fields:

  • Email

  • First Name

  • Last Name

  • Business Unit

  • Company

  • Country

  • Department

  • Employee Number

  • Job Role

  • Manager’s Email Address

  • Manager’s Name

  • Security Champion

  • Title

  • Team

Field Requirements and Notes

Country

The Country field must use a valid ISO 3166-2 two-character country code.

Examples:

  • US

  • CA

  • GB

Uploads will fail if the country value is invalid.

Security Champion

The Security Champion field must be set to:

  • TRUE

  • FALSE

Managing Admin Access via CSV

You can grant or remove administrator access directly through your CSV file.

  1. Add a column named Admin.

  2. Set the value to:

    • TRUE to grant admin access

    • FALSE to remove admin access

Archiving Users via CSV

You can archive users during the upload process.

  1. Add a column named Archive.

  2. Set the value to TRUE to archive the user.

Upload Your CSV File

To upload your CSV file:

  1. Navigate to Users in the SecurityJourney platform.

  2. Click Add Users.

  3. Select your prepared CSV file.

  4. Click Add Users to complete the upload.

Download the CSV Template (Optional)

If you need help formatting your CSV file:

  1. Go to Admin → Add Users.

  2. Download the CSV template from the top of the Add Users modal.

  3. Use the template to ensure correct column names and formatting.

Tips for a Successful Upload

To avoid upload errors:

  • Ensure column headers exactly match the supported learner attributes.

  • Use consistent formatting across all rows.

  • Use TRUE or FALSE for boolean fields (do not use Yes/No or 1/0).

  • Verify Country values use valid ISO 3166-2 codes.

  • If the upload fails, review the CSV for formatting or data errors and try again.

Character Encoding

If your file contains accented characters or diacritical marks, save the file as a UTF-8 CSV before uploading.