Site Administrators can bulk add Planning users and permissions in Settings > Exports & Imports. Users must first be added as Accounts in your campus' Core Data Management site. You can find more information about Core Data Accounts in our Technical Resources. This process is typically managed by an individual designated as your institution’s Data Manager or Site Administrator. If you do not have access to your institution's Data Management site, we ask that you contact your Campus Labs Consultant to request access.

Bulk User Import

You can upload users in bulk by choosing and importing a .csv file of user id's from core data. The file must contain a column with the header "ExternalId." External ID's must match those imported in Core Data. 

This file can be uploaded in two places:

1. Settings > Users. When you add a user in this area, you will see options to either add a user manually or import a file of users. 

After uploading your file, you will see a notification that your import has been queued. You will receive a notification update in the top bar when the import has completed. 

From there, you can download a summary of the results of your import.

Notes On Bulk User Import:

Explanation of statuses in "summary of results"

• "Skipped" means the user was already in Planning at the time of the import
• "NotFound" means the user is not already in Core Data
• "Succeeded" means the user was added to Planning

 If your file fails, check to be sure that:

• You are importing a .csv file
• The column header is called exactly "ExternalId." This field is case sensitive.

Bulk User Permission Import

Notes on Bulk User Permission Import:

• You may also export permissions from this area to use as a template. 
• To identify Org Unit ID's, export org unit data from Settings > Exports & Imports.