Import Group Enrollment with a CSV/XLS File (Enterprise)

Importing Group Enrollments

The Group Enrollments tab in the Import area enables you to provision users into groups at your school.

Note: Schoology is optimized to process imports and exports (auto or manual) most quickly between the hours of 7pm to 6am Eastern Time (ET) from Monday to Sunday. Imports or exports that are run outside of this window will be slower to complete. Schoology strongly recommends performing or scheduling all imports, exports, and bulk deletions during this time frame, including manual imports as well as scheduled Auto-Imports, for optimal performance.

Step 1—Select file

The XLS or CSV file for import must contain the following column:

  • User Unique ID

Note: Make sure the users in your school have a User Unique ID, which you can add from the Edit Users area.

Enrollment Type

The Enrollment Type designated in this field will determine whether the user is a member of a group, or an admin of a group. Alternatively, adding an Enrollment Type column to your file, using the code listed under the option, Use Import File, will associate users to a particular Enrollment Type.

Import_Group_Enrollment_File.PNG

Group

Select the Group into which you’d like to enroll users.

Clear Existing Enrollments Before Import

Selecting this option will clear existing enrollment in the group, and replace admin and members with users from the XLS or CSV file. When a user is cleared, adding the same user back into the group will restore content created by that user in the group.

Note: To clear only the admin in the group, import a file for the Enrollment Type, Admin. To clear only the members of the group, import a file for the Enrollment Type, Member.

Select File

Select the XLS or CSV file that contains the enrollment information for import.

Step 2—Match Columns

In the second step of the import process, you can match the information listed in each column to provision users into groups in Schoology.

  1. If the first row of your XLS or CSV file contains headers, select First row contains headers.
  2. Match each Schoology Field to a column in the XLS or CSV file.
  3. Once each field is matched to the appropriate column, click Preview for an overview of enrollment information.

Import_Group_Enrollment_Match_Columns.PNG

Step 3—Preview/Confirm

If you see a yellow error message at the top of the screen, check the information listed in Edit Users, and if needed, adjust your import file. If all information appears correct, click Confirm to complete the import process.

Import_Group_Enrollments_Preview.PNG

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