Edit Multiple Users With Upload-To-Update
Learn how to edit multiple users with upload-to update.
This method is recommended for admins who want to update a large quantity of users and make several updates at once. Email addresses cannot be updated with this process and must be done individually.
This Upload-to-Update process can be helpful to bulk edit custom categories, labels, and locations, update roles, or add unique identifiers (names, SSO ID, Employee ID) to users. This is also how admins can add new learner capabilities in bulk to their users, such as existing student employees who need to have the faculty/staff learner capability added.
1. First, have the new custom categories and labels set up before beginning this process
2. Go to Users > Manage Users
3. Click on the Update Users button in the top right corner; it is the button on the right
4. If your organization has more than 1 learner population, select the population you want to update
5. Prepare User List
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Download Template:
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This is the file you need to input your learner information to update them on Foundry.
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Do not alter the headers, even if you are not using one. This will create an error when uploading learners.
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Download legend as .CSV
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This table contains all your learner classifications that you can copy and paste into the template.
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Insert User Data into the User List Template- Please note: If you are only looking to update one data point for the learner’s records you do not need to back fill in all their current information on your update CVS. You will only need to fill in the column for the email address (to identify the learner), and the column for the data you’re looking to specifically update. You can leave the other columns blank as long as you also leave the “Delete learner data when cells are left blank" button unchecked as a next step back on the webpage. A screenshot of this button and more details are below.
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The maximum number of users that can be uploaded at once is 10,000.
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Populate the template following the example with your specific learner information.
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Locations, Categories, and Labels need to match exactly what is in Foundry and is case sensitive. Any discrepancies will result in an upload error.
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Go to Users > Manage Users and click Download Results to see a full list of the current classifications of users in your account. If you do not have access to the existing learners’ Categories and Labels, you will need to reach out to that specific administrator at your organization.
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Save as a .CSV
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6. Click Next to upload your file to Foundry and determine whether or not you want the blank cells in your file to delete the data in Foundry
- If selected, the learner’s existing data will be removed in Foundry.
- If you want to maintain the existing data in Foundry, then do not select the box below:
7. Click Next to review and confirm the upload
8. Go to User Uploads to view the history of your past uploads
Note: It is important to note that there may be other teams and departments at your organization using the same Foundry account that you may not see depending on your administrator capabilities. Be sure to consult or take note of other teams sharing your account and learners.