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To send new employees an invitation to Learned as Admin, you can proceed as follows:
Add employees to Learned manually
Add the employees via an API
Add employees via a CSV import
Read on to find out what steps to follow to add employees to Learned using a CSV import.
Preparing the import file
To successfully import new employees, we first need to prepare a CSV file containing the correct information in the correct column.
Go to the Members page
Press Options - Invite members in the top right corner
In the popup in the top right-hand corner, click on Import via CSV
Click on Export CSV
❗️Note that you must first download a CSV to receive a sample file from Learned containing the correct information for each column.
You can open the resulting import file in applications such as Microsoft Excel, Google Sheets or Numbers. Since it is a CSV file, when you open the file you may find that all the data is merged in the first column. In that case, take the following steps first:
Select the first column
Press the Text to Columns button in the top right corner
Choose Separated
Check the Commas option
Keep the following in mind when filling the file:
Enter all employees below each other by entering the email address in the first column.
When assigning job profiles and teams, you are bound by the data already in Learned. So add this information in Learned first to immediately provide employees with the correct settings.
When someone needs to be linked to multiple job profiles and/or to multiple teams, you fill this information within the same cell with a comma in between each time. See the download file for examples.
The import is not case-sensitive. Therefore, if a team name is not capitalised in the import file, but is capitalised in Learned, this is not a problem for the import. Spelling mistakes do cause problems for the import.
When you are done, you can save the file (as a CSV) and proceed to the import.
❗️Note that the import can only be used for importing new employees and not for updating data of existing employees.
Importing the CSV
Once the import file is ready, you can return to the Members page to start the import. Now choose the bottom button Upload CSV.
You select the CSV import file and you can proceed to the next step.
You will then be taken to a ‘preview’ screen where you can see all the new employees and whether all the information for each employee has come along correctly. Note the following here:
For employees who cannot be imported, the email address is outlined in red.
In the Role Profile, Member of Team and Coach of Team columns, check that everyone has been given the correct settings.
To be sure, check that only Admins have been given ‘Admin rights’.
You can use the crosses on the right to remove individual employees from the import.
You can also click away the entire popup if you still want to change things in the import file.
When you are happy with how the import looks then you can press Invite at the bottom right to start the import.
❗️Note that when you press Invite, the import is started and employees receive an email to activate their Learned account. Depending on the size of the file, this may take a while. Do not click away the popup or refresh the page.