Learning Plans

Bulk Enrolling Users into a Learning Plan with a CSV File

June 1, 2026 ksmith

Use this guide to enroll many learners into one learning plan by uploading a CSV file. Key point Use the learning plan CSV import when you need to add many existing users to the same learning

Skip to content

Bulk Enrolling Users into a Learning Plan with a CSV File

Use this guide to enroll many learners into one learning plan by uploading a CSV file.

Key point

Use the learning plan CSV import when you need to add many existing users to the same learning plan. Make sure the import action is set to enroll users before you upload the file.

Choosing when to use this workflow

Use this workflow when you already have a CSV file of learners and need to enroll them into one specific learning plan.

If you need to… Use this approach
Enroll many users into one learning plan Use Manage enrollments via CSV from inside the learning plan.
Unenroll many users from one learning plan Use the same CSV process, but make sure the unenroll option is selected before uploading.
Enroll different learner populations into different learning plans Create groups for each population, then enroll each group into the correct learning plan.

Important: Only use Username and Active From/Until when mapping fields. Using Enrollment Attribute or User ID will cause the upload to fail.

Opening Learning Plans

  1. Open the menu on the left side of the screen.
  2. Click Learning plans.
Left-side menu in the UE Learning Portal
Open the menu on the left side of the screen.
Learning plans option in the menu
Click Learning plans.

Selecting the learning plan

  1. Search for the learning plan you want to update.
  2. Click the blue hyperlinked learning plan title.
Learning plan search results with the learning plan title selected
Search for the learning plan and open its hyperlinked title.

Opening CSV enrollment

  1. Click Assign/enroll.
  2. Click Manage enrollments via CSV.
Assign/enroll button on the learning plan page
Click Assign/enroll.
Manage enrollments via CSV option
Select Manage enrollments via CSV.

Configuring the CSV upload

  1. Confirm whether you are enrolling or unenrolling learners.
  2. Click the CSV file area to open your computer’s browser.
  3. Select the CSV file you want to upload.
  4. Check Consider the first row as header, if applicable.
  5. Click Confirm after selecting the file and setting your preferences.

Important: This process can be used to enroll or unenroll learners. Make sure the correct option is selected before you continue.

Enroll or unenroll option in the CSV enrollment workflow
Confirm whether you are enrolling or unenrolling learners.
CSV file upload area
Click the CSV file area and select your file.
Consider the first row as header option
Select Consider the first row as header, if applicable.
Confirm button after selecting the CSV file
Click Confirm after selecting the file and setting your preferences.

Mapping CSV fields

After uploading the file, map the fields from the middle Docebo Fields area to the corresponding rows in the preview area.

Important: Only use Username and Active From/Until. Using Enrollment Attribute or User ID will cause your upload to fail.

Docebo field Use this field for…
Username Matching each learner in the CSV file to the correct user account.
Active From/Until Setting the enrollment’s active dates, if your file includes them.
Field mapping animation showing Docebo fields being dragged into the preview area
Drag and drop the correct Docebo fields into the preview area.

Starting the import

  1. Click Import to finalize your field mappings.
  2. Click Enroll to start the background import process.
Import button after field mapping
Click Import to finalize the field mappings.
Enroll button to start the import process
Click Enroll to start the background import process.

Checking processing status

The import runs in the background. Learners may not appear in the learning plan immediately.

Alert: If only part of your upload appears, refresh the page and check whether the number has increased. If the number does not increase, or if you receive many error messages, contact launch@ue.org.

Getting help from UE

If you need help bulk enrolling learners into a learning plan, contact launch@ue.org.

Mail this page!

Was this helpful?

Related Articles