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How do I edit users in bulk?

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Written by Daria Nasedkina

When you need to update a lot of people at once, you can download your existing users as a spreadsheet, make all your changes there, and import the file back into Atlas in one go. The steps differ slightly depending on which login page you use.

Step-by-step instructions

⚠ The steps below depend on how you log in — check yours before you start.

Look at the web address you use to log in:

If you log in at atlas-hub.co.uk

Step 1: Download the User Data file (in Atlas)

  1. Go to Users.

  2. In the top-right corner, click the three-dot menu and select Download User Data.

  3. Read the instructions, then click Download User Data. The file saves to your downloads folder as an .xlsx spreadsheet.

Step 2: Update your users (in the file)

  1. Open the file in a spreadsheet application such as Microsoft Excel, Apple Numbers, or Google Sheets.

  2. Make your changes, following the instructions inside the file.

  3. Save the file and close it.

Step 3: Import the file (in Atlas)

  1. Back in Atlas, go to Users.

  2. In the top-right corner, click the three-dot menu and select Import User Data.

  3. Read the instructions, then click Select a file to import.

  4. Find the file you just updated, select it, and click Open.

  5. If Atlas finds any errors in your data, the affected fields are flagged in red. Hover over each to see a hint explaining what's wrong, then correct it directly on screen. All issues must be resolved before import.

  6. Click Import data to apply your changes.

Interactive walkthrough

If you log in at app.ihasco.co.uk

Step 1: Download the User Data file (in Atlas)

  1. Go to Users.

  2. Click Add/update users.

  3. On the Spreadsheet tab click Download CSV file template.

Step 2: Update your users (in the file)

  1. Open the file in a spreadsheet application such as Microsoft Excel, Apple Numbers, or Google Sheets.

  2. Make your changes, following the instructions inside the file.

  3. Save the file and close it.

Step 3: Import the file (in Atlas)

  1. Back in Atlas, go to Users.

  2. Click Add/update users.

  3. Click Select CSV file to import… to open your local file search application.

  4. Select the filename and click Open.

    1. To send users a welcome email immediately, select the Send users a training suite welcome email check box.

  5. Click Start upload.

Mapping your columns

If you are not using the iHasco CSV template, you must map your columns to LMS profile fields:

  1. Samples of the information from your CSV columns are listed on the left of the Map columns page, with the corresponding user profile fields on the right.

  2. Check the system has mapped your CSV columns to the correct user profile fields.

  3. To change a mapping, click the corresponding profile field arrow to show the list and select an alternative profile field.

  4. To cancel a column mapping, click the corresponding profile field arrow to show the list and select Nothing (skip).

  5. Scroll to the bottom of the page and click Confirm column mappings to import your CSV to the LMS.

Note: The CSV is queued for import and the User management page is shown. When the import is complete, a confirmation email is sent to the administrator listing the results and any issues, with a link to download rejections.

FAQ

What can/can't be edited?

All fields can be updated except:

Can I add new users in the User Data file while I'm editing?

No. The file is only for editing existing users — Atlas won't recognise new entries and will ask you to remove them. To add new people, see How do I add users in bulk?

I get a "We found errors" message after importing — what should I do?

This means some fields contain inaccurate information. The affected fields are highlighted in red — hover over one to see a hint explaining what's wrong. Then either:

  • Correct them on screen. Edit each highlighted field directly; it turns green once it's valid. When everything's green, click Import Data to finish.

  • Correct them in the file. If there are too many to fix on screen, go back to your User Data file, make the changes there, and re-upload it.

I get an "Email/username is already in use" error, but I can't find that user in our system. What should I do?

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