How do I enrol learners using a CSV upload?

When you need to enrol multiple learners at once, Coursebox makes the process simple with CSV upload functionality. This bulk import method saves time by allowing you to add dozens — or even hundreds — of learners in a single action.

By uploading a properly formatted CSV file, you can quickly assign roles, enrol users into specific courses or groups, and trigger invitation emails, all while ensuring consistency and accuracy in your learner data.

Upload a CSV list of learners

In the Users tab, click the Bulk Import Learners link located next to Add user.

Bulk Import Learners link in the Users tab

To ensure correct formatting, click Download sample CSV file. This file provides a template showing the expected structure — typically including columns such as:

First Name
Last Name
Email
Headline
Password (optional)
Confirm (optional)
Send (optional)
Accepted Terms (optional)

Using the template as a guide, fill out the required user information in your CSV file. Save the file in .csv format and ensure it's under the 50MB limit.
Drag and drop your CSV file into the upload box, or click browse to select it from your device.

Once uploaded, Coursebox will process the file and assign the roles automatically based on the CSV content. You may receive a confirmation or error message depending on the data.

Return to the Users tab to verify that the learners were successfully added, and that their roles and email verification statuses appear correctly.

For more information on managing users, see User Enrolment, Removal and Updates.