User List Template Guidance

When uploading users in bulk into the Foundry system, you should be careful to create your template according to the guidance below to avoid a delay in the processing of the uploaded document and errors.

• The maximum number of users that can be uploaded at once is 10,000
• The file must be a .CSV format
• Do not alter the columns or headers; this will result in an upload error
• The *asterisk* columns are required
• Add 1 learner per row
• Omit special characters
• SSO ID is required if your organization uses that integration. SSO ID is case sensitive
• When adding a date, to keep the formatting you can add a space before entering the value

Locations, Custom Categories  and Labels must match exactly what already exists in Foundry, as shown in the legend. The uploader will not create new locations, custom categories or labels; the uploader will only apply existing locations and custom categories and labels to users. We strongly recommend finalizing everything in Foundry first before downloading the template.

• All these classifications are available through the legend download to easily copy and paste into the template
• 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.
• You can determine the behavior of blank cells in your file:
  • Blank cells will delete learner data in Foundry
  • Blank cells do nothing and maintain existing data in Foundry (recommended)

The columns with (Y/N) options are User Roles and it is required that 1 “Y” for that group be added per learner. For employees, there must be one “Y” in either columns H or I. Below are examples of what is accepted.

Employee upload example: