Importing viewer users from a CSV file

This article will show you how to import viewer users from a CSV file.  This can be helpful if you are migrating a lot of users from a different system.

Prepare file

Prepare your CSV file according to the formats described below.

IMPORTANT: You must export the file as a CSV file. You cannot import a .xls file.

A note on Roles:

You can add one of the following roles to each user:

  • Reader
  • Learner
  • Editor
  • Admin

Each account has unlimited readers, but depending on your plan, you will have a limit on the number of Learner, Editor, or Admin users you can add. If your CSV file contains too many of these users the import will fail.

If you don't include a role, the user will be set as a Reader user.

For standard users

This is an example of the CSV format for importing reader users who will be logging in through ScreenSteps.

Prepare file
For remote authentication users

This is an example of the CSV format that is used for importing users that will be logging in through an external system (using Single Sign-on).

The RemoteUser heading column is required.

Go to Account Settings

Go to Account Management > Users

Click on Users > Import Users

Upload File

Upload File

Choose a file (the csv file that you exported) and then select Upload.  Your users will be imported. If you included an email address then they will be sent an email notification of their new account.

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