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NTI Adding Users via CSV Upload

Learn how to quickly and easily upload multiple users to your NTI system using a CSV file.

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Instructions for adding new users to the Navigate360 Training Institute. 

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Note

This activity requires Power User permissions. If you do not have these, please have your District Administrator contact tech@navigate360.com



Step 1: Log into https://learn.navigate360.com using your login credentials. 

Step 2: Navigate to the gear wheel in the top right corner to access admin settings. 

Step 3: Click on “Users”. 

Step 4: Click on “Import & Manage” and then “Manage Users via CSV”. 

Step 5: Complete all required fields in the sample CSV. 

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Passwords

During initial setup, user passwords must include both letters and numbers in any combination. 

For subsequent passwords, users will receive an error message if they try to create a password with only letters or only numbers. Additionally, they will receive an error message if they use three consecutive letters or three consecutive numbers. 

Step 6: After the CSV is configured and saved, upload the file by clicking the green cloud and selecting the saved CSV file.

Step 7: Open “Advanced Settings” and ensure “Consider first row as header” is toggled on. Click “Confirm” in the lower right-hand corner.

Step 8: In “General Import Options,” check the box for “Force users to change their password at their first login”.

Step 9: Drag and drop the proper “Navigate360 Fields” to match the CSV column headers in “Preview.” Click “Import” in the lower right-hand corner.

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Important

If you opt to “update information for existing users,” the password field entered in the CSV will supersede any import setting and change the user's password. 

If you do not wish your existing users to have new passwords, Do NOT toggle “update information for existing users.”


Optional Upload Fields 

Send Notifications: 

Send an email to each user with login instructions after the import.

Update Users: 

Overwrite existing user data (email address and/or password) with the data uploaded via the CSV file. Select “Add users…” as shown.

Destination Fallback Branch: 

If no branch code exists on your CSV file, use this option to select the branch for proper user assignment.


See also: Adding Users Through CSV Upload‍ 


navigate360 training institute nti csv upload users user management csv upload new user create users bulk user management power user password add user

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