CSV Import of Users and Classes

User Import in Relution via CSV

To efficiently manage a large number of users, use the CSV import function. Follow these steps:

  1. Access the Menu: Open the Users navigation point in Relution.
  2. Start Import: Select the 3-dot menu and click on Import users via CSV.
  3. Use Template: Download the provided CSV template.
  4. Edit Data: Open the file in an editor of your choice and enter the required values.
  5. Upload File: Upload the edited CSV file back to Relution.
  6. Review: Check the Preview (the first 5 rows will be displayed for verification).
  7. Assignment (Optional): You can add users directly to existing groups during this process.
  8. Completion: The import progress shows the current status as well as any errors for invalid entries.

Important Configuration Notes

  • Password Policies: If you define fixed passwords, they must comply with the global password standards of your Relution instance. For example, if the system requires at least 8 characters, the import will fail for any users whose passwords contain fewer characters.
  • Class Creation: Classes can only be created successfully if the import includes at least one person with the role Teacher and one person with the role Student for the respective class.
  • Group Assignment: User groups can be assigned to individual users via the CSV file. This should be based on the Unique Organization Name.

Naming Example:

  • Organization Name: User-Import-Test
  • Unique Organization Name: UIT
  • User Groups: UIT Student, UIT Teacher

Automatic Creation of Missing Groups and Classes

Relution can automatically create classes and user groups that do not yet exist during the CSV import. Please keep the following points in mind:

  • Precision: Ensure that the spelling is strictly correct.
  • Whitespace Check: Pay close attention to spaces that may be present in columns before or after the actual group names, as these can lead to errors or duplicates.