Bulk uploading of members involves adding students to specific courses by gathering all the necessary information such as their names, email addresses, course IDs, plan IDs, purchase dates, and other relevant details. Organize it in a format that can be easily imported into the system.
Reference member bulk upload sheet: https://docs.google.com/spreadsheets/d/1dlNHISRxm60hHhAFlnQuVvG9X2dE1UdHOYi_8abQmEU/edit?gid=842640345
Here is a detailed step-by-step video.
If you need to add multiple members at once, FreshLearn allows bulk member uploads using a CSV file. This feature makes it easy to onboard large groups efficiently.
In this guide, you'll learn how to:
- Prepare a Google Sheet for bulk upload
- Convert it to a CSV file
- Upload it to FreshLearn’s Admin Dashboard
Steps to Bulk Upload Members
Step 1: Prepare the Google Sheet
- Open Google Sheets
- Add the mandatory fields:
- First Name
- Last Name
- (Optional) Add additional fields like Phone Number or Location
- Fill in the details for all members
- Click on File → Download → CSV format
A sample reference sheet is available in the description.
Step 2: Upload the CSV File to FreshLearn
- Go to the Admin Dashboard
- Navigate to Members
- Click on Bulk Upload
- Select the CSV file
- Click Upload
Step 3: Map the Fields & Save
- Match the column headers in your CSV to FreshLearn fields:
- First Name → First Name
- Last Name → Last Name
- Email → Email
- (Optional) Add tags to categorize members
- Click Save & Close
Step 4: Refresh & Verify the Upload
- It may take some time for members to appear
- Click Refresh
- 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.