You can update a Learner's External ID and Name in two ways:
1. Individually
2. In bulk
Individually
There are two ways you can find the option to update learner external IDs and names individually.
First Option: Users homepage
1. Navigate to an individual learner and select the three dots at the end of the learner's line item.
2. From the dropdown, select Edit profile.
3. Update name value in the field titled: FULL NAME.
4. Update external id value in the field titled: EXTERNAL ID.
5. Click Save Changes once complete.
6. A confirmation message will appear once the update is complete.
Second Option: Admin homepage > Learning Programs section > Learning Program card
1. Select the Manage Learners sub-tab.
2. Navigate to an individual learner and select the three dots at the end of the learner's line item.
3. From the dropdown, select Edit profile.
4. Update name value in the field titled: FULL NAME.
5. Update external id value in the field titled: EXTERNAL ID.
6. Click Save Changes once complete.
7. A confirmation message will appear once the update is complete.
Bulk update
There are two ways you can find the option to update learner external ids and names in bulk.
First Option: Users homepage
1. Select the Update learner attributes button.
2. Download the template .csv file that is offered in the pop-up modal window.
3. Complete the template .csv file with the learners you'd like to update the external ID and name for.
Note: You are unable to update learner emails. Please refrain from updating column headers and adding columns because doing so will cause the upload to fail.
4. Upload the completed .csv template as indicated in the pop-up modal window
5. A summary will appear in a new pop-up modal window. Click the Update button to process.
6. You will receive a confirmation email once the updates are complete.
Second Option: Admin homepage > Learning Programs section > Learning Program card
1. Select the Manage Learners sub-tab.
2. Select the Update learner attributes button.
3. Download the template .csv file that is offered in the pop-up modal window.
4. Complete the template .csv file with the learners you'd like to update the external ID and name for. Note: You are unable to update learner emails. Please refrain from updating column headers and adding columns because doing so will cause the upload to fail.
5. Upload the completed .csv template as indicated in the pop-up modal window.
6. A summary will appear in a new pop-up modal window. Click the Update button to process.
7. You will receive a confirmation email once the updates are complete.