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

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Importing Group Enrollments

The Group Enrollments tab in the Import area enables you to provision users into existing 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

Best Practice: If you are enrolling a large group of users, but don't have a list of the users to add on hand, you can export a CSV of all users in your organization from Export > Users. Then, filter the exported CSV to include only the specific users who need to be enrolled in the group. We recommend including the following fields in the export of users to help this process:

  • First Name
  • Last Name
  • User Unique ID
  • Role
  • Building 

Note: Make sure the users in your school have a User Unique ID, which you can add from the Edit Users area of Manage Users. This is usually a school ID or SIS ID.

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.

Group_Enrollment_type.png

Alternatively, you can select Use Import File, add an Enrollment Type column to your file using the code listed, and the import will associate users to a particular Enrollment Type based on their designation in the file.

Import_Group_Enrollment_File.PNG

Group

Select the Group into which you’d like to enroll users. Any groups within your organization will appear in this list. Learn more about creating Groups here.

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 admins 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. If you selected Use Import File, then both admins and members of the group not listed in the file will be cleared. 

Select File

Select the XLS or CSV file that contains the enrollment information for import. There is a file limit of 10 GB/file. 

Click Upload File to continue to the next step.

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 that begins, "The following unique user IDs were not found in the system," then there may be users in your file that do not have matching Unique IDs in your organization. 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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