---
title: "Exporting a CSV File for the User Import"
slug: "exporting-a-csv-file-for-the-user-import"
updated: 2022-09-06T17:38:29Z
published: 2022-09-06T17:38:29Z
canonical: "support.smarteru.com/exporting-a-csv-file-for-the-user-import"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.smarteru.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Exporting a CSV File for the User Import

## 

While the content of this page is focused on using the CSV export file for importing users, you could also use the steps for exporting users when you want to email specific users. Refer to this [FAQ for details on copying user email addresses from the CSV file into your email message](/v1/docs/email-faqs#can-i-send-an-email-to-all-learners-enrolled-in-a-course-).

The user import feature enables you to add, update, or remove users from SmarterU. If you're updating existing users, you can save time by exporting user data from one of SmarterU's dashboards. Exporting the user data from Smarter reduces the amount of manual entry that you need to do, thus reducing the chance for errors.

The dashboard that you use to export user data will depend on which users you want to include in the CSV file:

- [All users in the account](/v1/docs/exporting-a-csv-file-for-the-user-import#exporting-all-users-in-the-account)
- [Users on a specific team](/v1/docs/exporting-a-csv-file-for-the-user-import#exporting-users-on-a-team)
- [Users in a specific group](/v1/docs/exporting-a-csv-file-for-the-user-import#exporting-users-in-a-group)
- [Users enrolled in a course](/v1/docs/exporting-a-csv-file-for-the-user-import#exporting-users-enrolled-in-a-course)
- [Users who are assigned a specific learning plan or certification](/v1/docs/exporting-a-csv-file-for-the-user-import#exporting-users-who-are-assigned-a-learning-plan-or-certification)

After you have the CSV file, you can [edit the file's contents](https://support.smarteru.com/docs/importing-users-creating-a-csv-file#columns-in-the-csv-file) as needed. The [updated CSV file can then be imported into SmarterU](/v1/docs/importing-users-uploading-the-csv-file).

When you edit the CSV file, you can delete columns from the CSV file that are not needed for the user import. Be sure to leave either the user's email address or employee ID in the CSV file to ensure that the import process knows which users are to be updated.

## **Exporting All Users in the Account**

To export all users in your account:

1. View the [Users Dashboard](/v1/docs/users-dashboard).
2. [Select **Export to CSV (full)**](/v1/docs/exporting-users)**.**

Refer to the [User Columns section on the Exporting Users page](https://support.smarteru.com/docs/exporting-users#user-columns) for a list of columns included in the CSV file.

## **Exporting Users on a Team**

To export users on a specific team:

1. View the [Users Dashboard](/v1/docs/users-dashboard).
2. From the Team list, select the team whose users you want to include in the CSV file.

![Graphical user interface, chart Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-fmdkdfej.png)

1. [Select **Export to CSV (full)**](/v1/docs/exporting-users) to ensure that the user's email address and employee ID are included.

For example, suppose you want to assign all users on the Product Testers team the Fina Product Evaluators learning plan. To filter for the users on the team, view the Users Dashboard and select *Product Testers* from the Team list.

To assign the team's users the Fina Product Evaluators learning plan, add a [*Learning Plan (Add)* column](/v1/docs/importing-users-creating-a-csv-file#learning-plan-add) to the file. For each user in the file, enter *Fina Product Evaluators* in the *Learning Plan (Add)* column.

![Graphical user interface, text Description automatically generated with medium confidence](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-ffhxhbdi.png)

You can delete columns from the CSV file that are not needed for the user import. Be sure to leave either the user's email address or employee ID in the CSV file to ensure that the import process knows which users are to be updated.

## **Exporting Users in a Group**

You can export users in a group from either the [Users Dashboard](/v1/docs/users-dashboard), or the [Groups Dashboard](/v1/docs/groups-dashboard).

### From the Users Dashboard

To export a group's users from the Users Dashboard:

1. View the [Users Dashboard](/v1/docs/users-dashboard).
2. From the Group list, select the group whose users you want to include in the CSV file.
3. [Select **Export to CSV (full)**](/v1/docs/exporting-users) to ensure that the user's email address and employee ID are included.

### From the Groups Dashboard

To export a group's users from the Groups Dashboard:

1. View the [Groups Dashboard](/v1/docs/groups-dashboard).
2. Click the name of the group. The group's summary page displays.
3. Expand the Users accordion.
4. [Select **Export to CSV (full)**](/v1/docs/exporting-group-users).

For example, suppose you've recently added a Product Testing group to your account and want to assign all users in the Retail group to this new group. To export the Retail group's users from the Users Dashboard, select *Retail* from the Group list.

![Graphical user interface, chart Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-1rla4sjf.png)

Or, you could export the group's users from the Groups Dashboard by selecting the Retail group and expanding the Users accordion.

![Calendar Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-ijtliwcr.png)

Regardless of how you export the group's users, you'll want to edit the CSV file to include a [*Group (Add)* column](/v1/docs/importing-users-creating-a-csv-file#group-add). For each user in the file, enter *Product Testing* in the *Group (Add)* column.

![Graphical user interface, text, table Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-9xh9s2ee.png)

## **Exporting Users Enrolled in a Course**

To export export users who are enrolled in a course:

1. [Filter the Enrollment Report](/v1/docs/default-enrollment-report#default-enrollment-report-filters) so it only includes the learners who meet your criteria.
2. Run the Enrollment Report.
3. Select **Export to CSV (full)**.

For example, suppose you want to add all learners who have completed the Safety on the Manufacturing Floor course to the Safety team. To do this you would filter the Enrollment Report so it only included the Safety on the Manufacturing Floor course and only included learners who had completed the course.

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-iujxh0vw.png)

Run the report, then select **Export to CSV (full)**.

![Graphical user interface, website Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-oeq1jcct.png)

To assign the learners to the Safety team, add a [*Team (Add)* column](/v1/docs/importing-users-creating-a-csv-file#team-add) to the file. For each user in the file, enter *Safety* in the *Team (Add)* column.

![A screenshot of a computer Description automatically generated with medium confidence](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-q1q0tnhp.png)

## **Exporting Users Who Are Assigned a Learning Plan or Certification**

To export users who are assigned a specific learning plan or certification:

1. View the [Certifications Dashboard](/v1/docs/certifications-dashboard).
2. Select **Users (by learning plan)** or **View Users (by certification)**.

![Graphical user interface, application Description automatically generated](https://cdn.document360.io/7efaadab-fef6-4186-806a-2ca14c9ce9ea/Images/Documentation/exporting-a-csv-file-for-the-user-import-image-7nhltjkd.png)

1. Select **Export to CSV (full).**

For example, suppose you want to add all users who are assigned the Retail Store Manager learning plan to the Management group. To do this you would select *Users (be learning plan)* from the Certifications Dashboard. Select the *Retail Store Manager* learning plan, then select Export to CSV (full).

## Related

- [Exporting Data from the Certifications Dashboard](/exporting-data-from-the-certifications-dashboard.md)
- [Exporting Group Users](/exporting-group-users.md)
- [Exporting Users](/exporting-users.md)
- [Importing Users](/importing-users.md)
- [Importing Users: Creating a CSV File](/importing-users-creating-a-csv-file.md)
- [Reports: Exporting Output](/reports-exporting-output.md)