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Configure and Upload .CSV Files

This article describes how to create and archive learners and learner attributes with a .CSV upload.

Learner Attributes 

Learners and their attributes can be easily added to the Security Journey platform via a .CSV file. This functionality allows you to create, update and archive learners in single upload.

Learner Attributes supported in .CSV files:

  • 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

Country and Security Champion require specific configuration to work. In order to add country as an attribute this field must be ISO 3166-2 (2 character code) or it will not be uploaded successfully.

Security Champion is a boolean and can only be TRUE/FALSE

You can also add and remove platform Administrators via .CSV. Simply add a column to the file called "Admin" and mark the row TRUE to create an admin and FALSE to remove admin rights.

Similarly, if you would like to Archive a user, add an "Archive" column to the .CSV file and mark the row TRUE to archive the user.

Uploading a .CSV File

To upload your learners, navigate Users > click 'Add Users'

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Then, upload your .CSV file and click 'Add Users.' Keep in mind, this file will need to be saved as a CSV UTF-8 (comma delimited) to be uploaded successfully!

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If you need assistance in configuring your .CSV file, you can find a downloadable template by navigating to Admin > Add Users and clicking the 'template' link at the top of the modal. 

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