Bulk uploading members allows you to save time and streamline the onboarding process. In this guide, we’ll walk you through how to import only members using a CSV file, ensuring accurate and seamless enrollment.
Reference sheet link - https://docs.google.com/spreadsheets/d/1dlNHISRxm60hHhAFlnQuVvG9X2dE1UdHOYi_8abQmEU/edit?gid=0
Here is a detailed step-by-step video.
Steps to Bulk Upload Members
Step 1: Prepare the Google Sheet
1. Open Google Sheets
2. Add the mandatory fields:
- First Name
- Last Name
3. (Optional) Add additional fields like Phone Number or Location
4. Fill in the details for all members
5. Click on File → Download → CSV format
A sample reference sheet is available in the description.
Step 2: Upload the CSV File to FreshLearn
1. Go to the Admin Dashboard
2. Navigate to Members
3. Click on Bulk Upload
4. Select the CSV file
5. Click Upload
Step 3: Map the Fields & Save
1. Match the column headers in your CSV to FreshLearn fields:
- First Name → First Name
- Last Name → Last Name
- Email → Email
2. (Optional) Add tags to categorize members
3. Click Save & Close
Step 4: Refresh & Verify the Upload
1. It may take some time for members to appear
2. Click Refresh
3. You will see the newly added members in the dashboard
Conclusion
Bulk uploading members in FreshLearn is a quick and efficient process using a CSV file. This method helps you manage large student groups with ease.
If you have any questions, feel free to reach out to our support team at support@freshlearn.com.