Adding (or Importing) New Students in Bulk

Murray Gray in Students

Oct 02, 2023 - 3 min read. Growth or higher plan.

Table of Contents

Adding Bulk Existing Students to an Existing Course

To add a selection of existing students to an existing course in your account, here how:

  • Go to the students page
  • Make your selection of students either one-by-one using the checkboxes to the left of the student names, or use the filter options and then use the Select All function
  • In the Batch Select droplist at the top right, choose Add to Course and then click the Apply button
  • Choose the course you'd like to add your students to, and click the Add X Students button. (The button will tell you how many students you're about to add)
  • (Optional: you can send the course's welcome email to those students if you wish, or not send it, depending on the Send Welcome Email toggle

Importing New Students in Bulk with a CSV file

If you have a CSV file containing bulk student data, you can import it using our Bulk Add Student function.

Note: This feature is available on the Growth plan or higher.

IMPORTANT: It's important your CSV columns are named very specifically for the bulk import to work correctly - make sure your columns are titled exactly in this format (including correct spelling and no capitalization):

  • email for the email addresses
  • first_name for the student's first name
  • last_name for the student's last name
  • phone for the student's phone/cell number

Download a sample CSV file here

  • Go to Students page
  • Choose the Course you wish to import students info (this is a required step)
  • Choose whether to send the student a Welcome Email by toggling the Send Welcome Email switch (here's how to configure your welcome email)
  • Click the Upload CSV button and select your CSV file
  • You should see a summary panel showing you the data we were able to extract from your CSV file. If there's no usable data, then check the format of your CSV file. If it's valid, then drop our support team an email and we'll take a look
  • If the data looks good, then click the Import X Students button, where X is the amount of students in your file
  • (Optional: if you want to add a tag to your imported students, just include an "Add a Tag" action in the "User Added to this Course" experience.

Zapier Method

You can import student data through Zapier also.

  1. Export and add all your students (with email) to a Google Sheet
  2. Create a Zapier account if you don't have one already
  3. Add a zap that takes that Google Sheet as the input, and has your XP account as the output, and have it create a New Course Enrollment for each row in the sheet. They will receive the welcome email you've set up.