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HELP CENTER

Import learners from a spreadsheet

Upload a CSV and CoachMax invites everyone, creates cohorts, and updates people already here.

Help Center · People · For Org Admins

1. Import

  1. Open Learners and click Import spreadsheet.
  2. Save your list as a CSV (in Excel or Google Sheets: File → Download or Save as → CSV), then click Choose a CSV file. Not sure of the format? Click Download a sample CSV.
  3. Under Match your columns, check that name, email, cohort (a name or number), and curriculum are matched.
  4. Check the preview and click Import. New cohorts are created, new people are invited, and people already here are updated.

2. Invitations that couldn't be emailed

  1. If some invitations couldn't be sent, click Download invitation links to share them another way, then Done.
Still stuck? Sign in and click Help at the top right to ask CoachMax, or email support@maxuniversity.org.