Bulk Uploading Learners

Using the Bulk Upload menu in PlanSafe, you are able to import a list of learners using a spreadsheet. To do this, go to the Bulk Upload menu located under User Management.

You can download a template by selecting the learner class of the learners you are looking to import from the dropdown menu on the left-hand side of the screen and then clicking either Download Excel Template or Download CSV Template. This will download a blank spreadsheet with columns that you will need to populate with the desired learner information.

Once your spreadsheet is ready and correctly formatted, you can upload the file on the right-hand side of the screen. Once you have selected the file with the learner information you wish to upload, select the verification registration method for the learners, the learner class, and click Upload Learners.

Please Note: The verification method should match what is currently in use on your PlanSafe site. If learners are sent an email to log in, select email. If learners are sent a text to log in, select SMS. Otherwise, select Details.