Bulk Updating Users via CSV

Bulk Updating Users via CSV

Overview

When you need to update multiple users at once—such as changing team assignments, locations, or languages—a CSV (spreadsheet) upload is the most efficient method. This approach is particularly useful for organisational changes, onboarding batches of new starters, or keeping Learn Amp in sync with your HR systems.


Pre-requisites

Role Requirements

  • Admin or Owner role required

Additional Requirements

  • A properly formatted CSV file

  • Email addresses must exactly match existing users in Learn Amp

  • For new fields (teams, locations), names must match existing values or new ones will be created


Quick Start Guide

  1. From the sidebar, click People

  2. Click the + button

  3. Select Many users

  4. Upload your CSV file containing the users you want to update

  5. Map your CSV columns to Learn Amp fields

  6. Select your update settings

  7. Click Import


Preparing Your CSV File

Required Fields

Your CSV must include these fields to match existing users:

  • Email – Must exactly match the user's current email in Learn Amp

  • Name – The user's full name

Optional Fields You Can Update

  • Teams (primary and secondary)

  • Locations

  • Languages

  • Job titles

  • Managers

  • Custom fields

  • Hire date

  • Leave date

💡 Tip: Download a template CSV from the bulk import page to see the expected format for each field.


Update Settings

When uploading, you'll need to choose how Learn Amp handles existing data:

Setting

Behaviour

Setting

Behaviour

Do not change existing data, add only new information

Preserves current values, only adds new data where fields are empty

Replace / overwrite existing user data

Updates fields to match your CSV, replacing any existing values

⚠️ Important: Choose "Replace / overwrite" carefully. This will change existing data to match your CSV, which may remove information if your CSV has empty fields.


Column Mapping

After uploading, you'll map your CSV columns to Learn Amp's fields:

  • If your columns don't match Learn Amp's labels exactly (e.g., you have "Offices" instead of "Locations"), use the mapping step to connect them

  • Unmapped columns will be ignored

  • You can skip columns you don't want to import


After the Import

Once the import completes:

  1. Check the People Logs – Review the import summary for any errors or warnings

  2. Spot-check a few users – Verify that the data updated correctly

  3. Allow processing time – Large imports may take a few minutes to fully apply


FAQs

Q: What happens if an email in my CSV doesn't match an existing user?
The row will be skipped for updates. If you're also creating new users, a new account may be created depending on your import settings.

Q: Can I update custom fields via CSV?
Yes, custom fields can be included in your CSV. The column header should match the custom field name exactly.

Q: How do I update a user's manager via CSV?
Include a "Manager" column with the manager's email address. The manager must already exist in Learn Amp.

Q: Is there a limit to how many users I can update at once?
There's no hard limit, but very large imports (thousands of users) may take longer to process. The import runs in the background, so you can navigate away while it processes.


Troubleshooting

Issue

Solution

Issue

Solution

Import not finding existing users

Ensure email addresses match exactly, including any leading/trailing spaces.

New teams/locations being created

Check that team and location names in your CSV exactly match existing values in Learn Amp.

Some fields not updating

Check your update settings – "add only" won't overwrite existing data.

Import seems stuck

Large imports process in the background. Check the People Logs for progress and any errors.

Manager not being assigned

Ensure the manager's email in your CSV matches an existing user who is active in Learn Amp.