{"id":3125,"date":"2019-12-05T13:45:04","date_gmt":"2019-12-05T12:45:04","guid":{"rendered":"https:\/\/www.jollydeck.com\/academy\/?page_id=3125"},"modified":"2024-03-06T08:12:46","modified_gmt":"2024-03-06T08:12:46","slug":"bulk-user-management-adding-new-users-and-or-updating-existing-users","status":"publish","type":"page","link":"https:\/\/www.jollydeck.com\/academy\/help-centre\/managing-users\/bulk-user-management-adding-new-users-and-or-updating-existing-users\/","title":{"rendered":"Bulk User Management: adding new users and\/or updating existing users"},"content":{"rendered":"\n<p>To add new users or update existing users in JollyDeck by import go to:<\/p>\n\n\n\n<p><strong>Learning management<\/strong> > <strong>Users<\/strong> > <strong>Import users<\/strong> > <strong>Import users into the system<\/strong><\/p>\n\n\n\n<p>You will arrive at our template file wizard that will help you prepare the import file.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Import file preparation<\/h3>\n\n\n\n<p>Any import file must be built in accordance to JollyDeck\u2019s rules and formats. Our file template wizard will guide you through all the steps of import file preparation:<\/p>\n\n\n\n<p><strong>1. Selecting import data and downloading the template<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tick the boxes of data you want to import and leave the box unchecked if you don\u2019t have the data for that column<\/li>\n\n\n\n<li>Mandatory fields cannot be unchecked and can vary depending on the selected bulk actions. Adding new users requires at least first names, last names and email addresses<\/li>\n\n\n\n<li>When you are happy with the checklist, click the blue button named <strong>Download template file<\/strong><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"609\" height=\"762\" src=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-7.png\" alt=\"\" class=\"wp-image-5605\" style=\"width:452px;height:auto\" srcset=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-7.png 609w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-7-224x280.png 224w\" sizes=\"auto, (max-width: 609px) 100vw, 609px\" \/><\/figure>\n\n\n\n<p><strong>2. Enter data into your file<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To edit the template file, use Excel editor (or similar)<\/li>\n\n\n\n<li>User data must be on the <em>first sheet<\/em><\/li>\n\n\n\n<li>The first row is reserved for field names and <em>should not be changed<\/em><\/li>\n\n\n\n<li>You can add up to 30,000 users with one file<\/li>\n\n\n\n<li>Your file should look like this:<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"537\" src=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-8-1-1024x537.png\" alt=\"\" class=\"wp-image-5607\" style=\"width:715px;height:auto\" srcset=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-8-1-1024x537.png 1024w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-8-1-534x280.png 534w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-8-1-768x402.png 768w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-8-1.png 1309w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><strong>3. Save your data in the right format<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Your import file should be saved as OpenDocument Spreadsheet (ODS) file<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"993\" height=\"628\" src=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-5-2.png\" alt=\"\" class=\"wp-image-5608\" style=\"width:730px;height:auto\" srcset=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-5-2.png 993w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-5-2-443x280.png 443w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-5-2-768x486.png 768w\" sizes=\"auto, (max-width: 993px) 100vw, 993px\" \/><\/figure>\n\n\n\n<p>You are now ready to import your file. Click <strong>Import users<\/strong> at the bottom of the Import page.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Importing users<\/h3>\n\n\n\n<p>1. <strong>Browse<\/strong> for the import file<\/p>\n\n\n\n<p>2. Select <strong>Update user data in the system<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The option <strong>Don\u2019t update existing users<\/strong> should be selected when you only want to add new users from the list, but not change details of any users who might already be in the system<\/li>\n\n\n\n<li>If you would like to add new users and at the same time update existing users\u2019 details at the same time, select option <em>Update user data in the system<\/em><\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"886\" height=\"612\" src=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-10.png\" alt=\"\" class=\"wp-image-5620\" style=\"width:698px;height:auto\" srcset=\"https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-10.png 886w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-10-405x280.png 405w, https:\/\/www.jollydeck.com\/academy\/wp-content\/uploads\/2024\/03\/Users-10-768x530.png 768w\" sizes=\"auto, (max-width: 886px) 100vw, 886px\" \/><\/figure>\n\n\n\n<p>3. Check the box <strong>Skip the managers column<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why? If a manager does not have a JollyDeck account yet (but they are listed as a manager of one of the users in the import file), the system will report this as an error. To avoid this, we suggest to first import the file with <strong>skipping the manager column<\/strong> option selected to ensure all managers are in JollyDeck. Once the first import is done, you can repeat the exact same import, but this time leaving the box unchecked<\/li>\n<\/ul>\n\n\n\n<p>4. Click <strong>Submit<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>No changes will be made yet. The file will be uploaded to the server for your review<\/li>\n\n\n\n<li>Any problematic data, such as duplicate email addresses, unknown managers etc. will be reported in the section <strong>Invalid entries<\/strong>. This is your chance to cancel the import and correct these in your import file.<\/li>\n\n\n\n<li>Please note that deactivated users or invalid entries will not be updated in the system<\/li>\n<\/ul>\n\n\n\n<p>5. If you are happy with the report of the import file, click <strong>Confirm<\/strong><\/p>\n\n\n\n<p>With this, you\u2019re done. New users in the import file will have been added to JollyDeck and changes of the existing users data are applied in the system<\/p>\n","protected":false},"excerpt":{"rendered":"<p>To add new users or update existing users in JollyDeck by import go to: Learning management > Users > Import users > Import users into the system You will arrive at our template file wizard that will help you prepare &hellip; <a href=\"https:\/\/www.jollydeck.com\/academy\/help-centre\/managing-users\/bulk-user-management-adding-new-users-and-or-updating-existing-users\/\">Continue reading <span class=\"meta-nav\">&rarr;<\/span><\/a><\/p>\n","protected":false},"author":12,"featured_media":0,"parent":1366,"menu_order":13,"comment_status":"closed","ping_status":"closed","template":"loop-faq-entry.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-3125","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/pages\/3125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/comments?post=3125"}],"version-history":[{"count":0,"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/pages\/3125\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/pages\/1366"}],"wp:attachment":[{"href":"https:\/\/www.jollydeck.com\/academy\/wp-json\/wp\/v2\/media?parent=3125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}