Bulk cvs upload for contact creation

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Caitlin Houlihan
  • Edited

The ability to bulk upload contacts, would not only save time, it would help us trouble shoot.

We are unable to use the client portal as the learner profile needs to have the organisation attached prior to the enrolment being created. If we could bulk upload contacts and assign the organisation prior to sending out the enrolment link, we could actually get some value from the client portal.

It looks like there was a post asking about this 8 years ago, which has been marked as resolved - there's a few unanswered requests for an update within the post over the last 3 years.

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  • Official comment
    Madi

    Hi Everyone,
    Thank you so much for your ideas and feedback! We’ve passed these along to our Product Managers to review as part of future updates and improvements.

    We’ve now closed this thread for comments, as a few posts didn’t follow our community guidelines.
    Just a quick reminder that this is a public forum, so please avoid sharing personal or private details (like email addresses or phone numbers). Any posts that include this type of information may be removed to help protect your privacy.

    Thanks for understanding and for being part of the conversation!

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  • Helene Richards

    Hi,

     

    This would be very useful for us as well. We are transferring contacts from another company to ours and need to import all the profiles individually. Please keep us updated on this, as it would be a very helpful process. 

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  • Bekky Sommer

    100% agree, this would be extremely beneficial in many cases where we obtain new databases etc. other student management systems I have used have the ability to bulk create from csv file as well.

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  • Michael Mutnansky (eGooroo)

    Hey Caitlin, Hailey and Bekky,

    I have a little tool/plugin that does just that :)

    Please feel free to reach out!

    Cheers,
    Michael

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  • Kath McDonald

    Yes, this csv import feature would be invaluable for when clients send us through big spreadsheets of their learners to be enrolled in courses. I've used this feature with other LMS.

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  • Helen Arnold

    Any update on this? I know there is an upload function to enrol via a csv file for workshop enrolments, is there a similar functionality to bulk upload new contacts to enrol in a class ?

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  • Simmone Standing

    Weighing in here too! We are currently getting bulk contact lists from 30 and up to 70 contacts a few times a week that require to be entered and then enrolled into short course workshop. These are taking up a significant amount of administration time to create accounts when we could be entering upwards of 200+ contacts per week. There needs to be a faster way to bulk generate contacts in the system to streamline processing for B2B courses - is there any progress on this as I can see this was also raised 9 years ago in your help request listings 

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  • Caitlin Houlihan

    Hi Lucy,

    If I ever receive the details, I'll send them through. I have a feeling either Michael may have been trolling or they don't receive notifications for this post.

    Thanks,

    Caitlin

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  • Aleisha Allen

    Hi everyone, 

    Michael has a real business eGooroo with a few products/API that fills the aXcelerate gaps. You can check out his website https://egooroo.com.au/ 

    We use the dates extender and a couple of other products which is a life saver!

    He does work FT (not with eGooroo) and is a little difficult to get a hold of, but worth it!

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  • Melinda Chapman

    Yes I can also vouch for Michael at eGooroo. He has been able to make some bespoke add-ons which will equate to big time-savings for us. There were some areas of aX I was getting very frustrated with but discovering eGooroo has made me want to keep using aXcelerate. He should be called aXGooroo!

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