Important things to know before you use the bulk upload

Users are accepted immediately - you can't cancel invitations

If you make a mistake with an email address or username, you cannot undo the mistake. It will use one course licence!

You can add multiple users by uploading a spreadsheet, or you can add one user by using the form on the page.


Bulk uploading using a spreadsheet

You can bulk upload drivers using the CSV template. We recommend loading only 100 at a time to avoid it timing out, i.e. break a large spreadsheet into several smaller ones with 100 drivers in each one. 

If you are on a Guaranteed Drivers plan and need more drivers you must either delete some of your existing drivers to free up driver accounts or contact us to purchase extra drivers.

Download the template here. There is some sample data which you can delete, but don't delete the header row with the column names.

You must invite your managers first. If the managers don't exist in DT Driver Training, then the user's accounts will be created with their email address!


Bulk upload page

Click on Bulk upload drivers on the Manage drivers and courses page.

Then you will see the course selector.


Email addresses

Drivers aren't required to have a unique email, but each driver account must be associated with a valid email address so it can receive password reset notifications and other notifications.


Note that once you have uploaded a driver without an email, they cannot add an email to the account, other than the backup email.


Usernames

Use only lettters, numbers and full stops. Don't use any other characters. It won't work with commas, hyphens, etc.


Instructions for filling out the CSV template

This shows an example of a variety of scenarios.

The first 3 drivers have no email address of their own, so they must use a shared email address. All notifications will go to this email address. They belong to the group 'Wellington'.

Drivers 5-9 are a mixture of staff and contractors with their own email addresses and belong to various groups. Pam belongs to both Sydney and Sales. They don't need a username because they have a unique email.

Driver 10, Glenys, also has a unique email address, but there's nothing to stop you adding a username, too - it's up to you.

CSV rules

  • If a driver doesn't have a company email and you don't want to use their private email, use a generic shared email address, or the email address of a manager, where notifications can be sent.
  • Usernames must be unique in the system, so we recommend you append your company name or some modifier to the username just in case someone has used it already, e.g. john.smith.yourco, or yourco001, yourco002, etc. It is case-sensitive, i.e. Yourco, is different to yourco. Usernames cannot have spaces or special characters.
  • If you are uploading drivers without usernames, the emails MUST be unique. Two different drivers can't have the same email address.
  • If you are uploading drivers with usernames, the email address will be placed in their profile's backup email.
  • First name and last name are preferable as drivers often forget to fill them in.
  • Password is mandatory and must be more than 5 characters. They don't have to be unique.
  • Groups must exactly match the capitalisation and spelling of the groups you want to add them too. E.g. if you want to add them to Auckland and Sales then you will write Auckland, Sales in the field. If you're not using groups, you must enter Default Group.


Access to modules and courses will be decided by the groups that you assign the drivers to. 


All drivers added using the CSV will be added as Employee drivers. If you want to add them as students, volunteers or contractors, you'll need to invite them via email.


Notifying drivers that don't have email addresses

If you don't have individual email addresses for your drivers they won't receive reminders or a confirmation email about their account. They won't be able to reset their password or retrieve a forgotten password; you will have to manage this for them using the shared email.


If you do add an email into the email field, those drivers will receive a confirmation email with their account details.


Errors with importing

Errors will be given with a row number, e.g. 

Drivers in the following rows in your spreadsheet already exist either in your company or with a private account: 3,4

In this case, '3,4' refers to the third and fourth record in the spreadsheet, which will be row 4 and 5.

You will get these errors if you try to upload too many drivers, upload a driver who already exists, or don't include enough information.


If there are any errors in the file, no drivers will be imported and you will receive a warning at the top of the screen telling you how to fix the spreadsheet.


Adding one driver using the form


The username must be unique within our website. The fields are as described above. As soon as you click Create, one course licence will be used for the course you select.


Bulk uploading managers

Managers must have email addresses, so you can use the Invite managers feature. Find out how here.


Email notifications

If you are using one email for several hundred drivers then we recommend you have your drivers turn some of the email notifications off in Profile > Email Settings otherwise you will get a lot of reminders as module scores expire. Find out how here.


The bulk upload button is grey / can't click on the bulk upload button

If the bulk upload button is grey it means you have no spare course licences. Purchase one or more course licences and it will turn green and allow you to go to the bulk upload page.