If you are running a large experience with a large number of learners, or if you are looking to integrate your experience with some external system such as a student information system, learning management system, or other intake of learners, imports can often be the best strategy for a one time mass migration of learners into your experience.
Main benefits of learner imports to experiences:
Easiest way to support a one time large migration of learners
Automatically provisions Riipen accounts as needed
Ease of on-boarding for learners
Importing your learners if often the most efficient way to ensure you're populating accurate information in bulk and also creates a seamless on-boarding prcoess for your learners.
General
Outcomes
When importing a learners into an experience, several outcomes will occur:
If the learner does not yet have a Riipen account, one will be provisioned for them and the user will receive an email notification letting them know their account has been created with next steps for them to take.
The learner will be added to the experience as a learner.
Any existing learners, or memberships to the experience will be unaffected.
Import template
When importing learners into your experience, Riipen will accept a comma separated value (CSV) file. You can download the template file attached to this article to get you started.
Required fields:
Email
Type: String
Description: This is the primary identifier for each user in Riipen. This must be unique for each learner. This field is case insensitive.
Optional fields:
First Name
Type: String
Description: The learner's first name.
Last Name
Type: String
Description: The learner's last name.
How To
Prepare an import file
To import learners into your experience, follow these steps:
Download the import template attached to this document. Your next step will largely be dependent on where you are wanting to import your data from. This may be from a learning management system, or a student information system.
Export your data from your external system.
Transform that data into the provided template to match its format.
For a full technical breakdown of import file formatting, see this article.
Run an import
The following steps can be completed by administrator of any experience.
Navigate to your experience
Click the "Settings" tab
Select the "Imports" tab.
Click the "New" button
In the presented form, select:
Type - Experience learners
Source file - Upload your import file you have previously generated
Click "Submit"
Your import file will now begin to be pre-processed. Riipen will check each record in your file for potential errors including formatting issues or missing data. You will be able to see the progress of this pre-processing on your screen now.
Once pre-processing is complete you will be shown each record of your import file and it's pre-import status which shows you how the data was interpreted by Riipen. This is a good time to check over all your data to make sure it looks correct and you haven't made any mistakes in your original import file.
Once you are happy with your import records, you can then run your import by pressing the "Run" button.
Once your import has finished running, Riipen will email you to let you know with a link back to your import so you can view the final status.
View / monitor an import
While your import is running, or at any time, you will be able to see it's progress along with each individual record and its accompanying import status which is either Success or Error. While the import is running you can safely navigate away from this page and return to it at any point to check the import status.
To return to and view an import:
Navigate to your experience
Click the "Settings" tab
Select the "Imports" tab.
Click the import you would like to monitor
Error handling
See this article for full details on how to handle import errors.