Overview
This option allows you to upload a CSV file if you already have a file prepared. If you need help preparing your CSV file for Arist there is also a link to download a Template CSV that contains the proper formatting and required information for your learners. This option is best for importing large numbers of learners at the same time.
CSV formatting can be a bit tricky, but it is integral to successfully upload Learners to Arist in bulk. These are the different columns that are required:
Account Email: The email field is used by the Arist platform as a unique identifier. This is used to create the Learner record, it is not used for any email communication, unless Email is the selected delivery method.
Address Type: The options for this field are sms, email, or sms_whatsapp. If you have a Teams or Slack integration, you will choose "email" for this column. Our integration will then pull the Teams/Slack address on the backend.
Address Value: This is where you type in the user's phone number or email, based on the Address Type chosen in the last step. Phone numbers should be with no dashes (e.g. 5557771234). We also accept numbers in E164 format (with country code e.g. +15557771234). For more info on formatting your Excel columns to support E164 format, check this page.
Other, Optional Fields Accepted by Arist:
First name - Learner first name
Last name - Learner last name
Full name - Learner first and last name
External user ID -
External manager ID -
Timezone - Timezone the Learner is located in. Follow the timezone formats from this page. Only the left side values are ingested, and do not use quotation marks.
Create a new field - You also have the option to create custom fields if you wish which can be used when creating rule based groups or automations within the platform. To do this, create a new column with the name of what the field should be (e.g. Manager Name) then place the values for each user in that column. When you upload the CSV you'll be able to select those columns and map them as custom fields.
Mapping Your CSV
Once you're ready to upload, drag the file into the uploader or select it manually from your computer. Once it processes you should see a preview of the columns and data you're uploading. If everything looks correct then click continue.
The next page will allow you to match fields to where they need to go in the Arist Platform. If you've followed our formatting guide this should be already matched automatically for you. If you're uploading custom metadata, you will need to choose "Create a new field" and then map it.
Once everything is mapped click continue. The next screen will allow you to see all fields that will be uploaded and verify the information looks correct. Click continue and the CSV will import and provide a report highlighting the number of records successfully imported and any errors that may have occurred.
Pro Tip: If you have a group of new learners that you need to add to the cohort but they are included in the CSV with the original set, you can still upload the full file and the system will add those new learners while recognizing the existing Learners and preserving their data.
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