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CSV import

The import of training participants can be started via a CSV import in training coordination:

Participants can be assigned directly to an existing or newly created group, but they can also be assigned only to a company in general.

E-mail notification on import

In the next step, you can choose whether newly imported persons should be informed by e-mail that they have been given access to the P29 Campus.

After that, you can import the file. The formatting requirements for the CSV file can be found in the following screenshot. You can also download a sample CSV file here. The column “SUFFIX” corresponds to the column in “Additional” in Privacysoft. There you can, for example, record the department of the training participants in order to sort by department in the Excel export.

Afterwards, you will see which new participants have been imported. The participants that have not been imported have already been created and will therefore not be imported.

Group assignment via CSV import

You can also use the CSV import to assign existing participants to specific groups. As already mentioned at the end of the section above, participants who have already been created will be recognized and not re-created. However, an assignment to existing groups has effects, so you can use the CSV import as an option here.

Video demo of a CSV import {: #csv-import-video

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