Bulk user upload

Table of Contents

• Overview
• Prepare your CSV file
• Select your CSV
• Match the columns
• Check the results
• Organise and save
• Next steps: invitations

Overview

If you have a large number of users to add, importing them via a CSV file is faster than adding them individually. This is an Administrator-only function, accessed from the Users tab.

For other ways to enroll users, see: Enrolling Learners in Classes.

Prepare your CSV file

Your CSV file can have a few columns, but must contain at minimum a name and email address for each user. The required column structure is:

• Name
• Email
• Role — accepted values are learner, admin, and coach only
• Student ID (optional)
• Tag (optional)

Note: Include a title row labelling each column (e.g. Name, Email, Role, Tag). If your file has no title row, the first row of data will be used to match columns in the next step and that user will be omitted from the upload.

You can build this in any spreadsheet application and export or download it as a CSV file.

Select your CSV

1. Go to the Users tab.
2. Click the three-dots menu icon at the top of the page.
3. Select Import Users.
4. Select your CSV file.

Match the columns

Once your file is uploaded, you need to tell Bodyswaps Go which column contains which data. Use the dropdown menus to match each field — Name, Email, Role, and Tag — to the correct column name in your file.

When you're happy with the mapping, click Continue.

Check the results

Bodyswaps Go will validate the data before importing. Any rows with errors — such as a missing name or invalid email address — will be highlighted in red and must be corrected before you can proceed.

Once all rows are valid, click Continue.

Organise and save

The final step is optional but recommended. You can assign uploaded users directly into an existing class, or upload them into the Global Pool to assign to classes later.

• Assign to a class — users will appear in the class immediately but will not be automatically invited. You will need to send invitations separately from the Classes page.
• Global Pool — users are added to the account but not assigned to a class. You can add tags here to help organise them until a class is ready.

Note: If you want learners to access content assigned to a specific class, send invitations from the Classes page rather than the Users tab. (See: Enrolling Learners in Classes.)

Next steps: invitations

Once uploaded, users will not automatically receive an invitation — with one exception:

• Learners uploaded to the Global Pool must be invited manually via the Users tab. (See: Managing Users in Bodyswaps Go.)
• Learners uploaded directly into a class must be invited from the Classes page. (See: Enrolling Learners in Classes.)
• Admins and Coaches are automatically sent an invitation email on upload.

Need more help? Check out the video tutorials on the Bodyswaps Academy or sign up for one of our bimonthly onboarding workshops.