Thursday, December 6, 2012

Uploading users - creating accounts and enrolling in a course...

One of my customers provided me an .xls of a users to upload into moodle.  I had provided the *stub of the file showing them what was needed and how it should be formatted.

 

I provided a sample xls file for my customer to follow, gleaned from this moodle doc page.

I had to save the Excel.xls file as a .csv type before moodle would cooperate.  I tried uploading the .xls file with the various separators, :, ;, /t, , - but they did not work.  I had to do a File Save As and change the Type of file to .csv
 

Notice also I enrolled the accounts into a course with a specific role of teacher.  This saved me a ton of time!!

Using the Site Admin |Users |Upload Users - specifying the .csv file, creating over 50 accounts at once and enrolling them all at the same time in a specific role is a super use full moodle feature!



If you are planning on creating a batch of accounts and then enrolling them manually - do yourself a big favor and figure out how this works.

1 - create your upload file using a speadsheet - follow the moodle doc page for required fields.
     - Specify a course and role column if desired.  Save yourself the process of enrolling them.
2 - save the spreadsheet as a .csv file - practice with a smaller number of recs initially
3 - Use the Site Admin | Users | Upload Users feature
4 - Browse to the file, upload it and let moodle parse it
5 - In the upload preview screen - look carefully at the other options that may also be useful

Note: I have found it helpful to set the password to something predictable for everyone initially, with a requirement of the user updating it upon the first login.  This is one of those useful options located in the upload preview screen.


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