Bulk import learners

Overview

Bulk importing allows you to quickly create multiple learner accounts in Onefile Eportfolio using a CSV file. This is especially useful when onboarding large groups of learners, helping save time and ensuring consistent setup across accounts.

Who Can Use This Feature?

This feature can be used by the following user roles:

• Centre Manager
• User Manager
• Internal Verifier (with permission)
• Assessor (with permission)

Permissions

• Manage learner accounts

How to Bulk Import Learners

1. Click Users in the navigation bar.
2. Click the Learners tab.
3. Click Bulk Import Learners.
4. Click Choose File and select your CSV file.
5. Tick the checkbox if your CSV file has column headings.
6. Click Continue.
7. Match the headings under Identify Data Columns with the information shown (e.g., First Name, Last Name, Email Address).
8. Click Continue once matching is complete.
9. Assign a Default Assessor, Placement, Class, Provider and Framework Template (optional).
10. Click Import Selected Learners.

Top Tip

Ensure all Assessors, Classes, Placements, Providers, and Framework Templates have been created before starting the bulk import process.

Required Fields

Creating learners individually can be time‑consuming, especially when configuring each learner manually. Bulk importing allows you to upload learners in Onefile using a CSV file, saving significant time when you have all the required information prepared.

You can download a template CSV file at the bottom of this article.

The minimum required fields are:

• First Name
• Last Name
• Email Address

Terminology

Terminology used in this article may vary depending on your Centre.

Need Help?

If you encounter any issues or have questions, please contact Onefile Support or your internal support channels.