Onboard a new batch of riders from CSV

New riders get onboarding training automatically only if a path is ready for them.

1. 1

   Go to Learning paths and open your onboarding path.

   Market managers can check the path but only an admin can change it.

2. 2

   Check Who gets it is Riders in onboarding status.

3. 3

   Check the market, vehicle and nationality filters include the new riders.

4. 4

   Check every course in the list is published (no “Not published” warning).

5. 5

   Check Active is ticked. If you changed anything, select Save path.

Paths set to Auto-assign to every matching rider are also given to new riders who match them.

One row per rider. The first row holds the column names.

• Required: rider_id, name, market (a code such as KW, or a market name such as Kuwait).
• status: onboarding (lower case). This is what triggers the onboarding path.
• language: en, ar, ur or ku. Riders see their courses in this language when it’s translated.
• phone with country code, if you want to send WhatsApp links.
• vehicle_type, nationality and city, if your learning paths or bulk assignments use them.
• pin (4 to 8 digits) if riders will sign in with a PIN. Leave it out if you’ll send one-tap links.

rider_id,name,phone,market,city,vehicle_type,nationality,language,status,pin
310001,Ahmed Saleh,+96550000011,KW,Farwaniya,motorbike,Egyptian,ar,onboarding,5921
310002,Bilal Khan,+96550000012,KW,Hawalli,motorbike,Pakistani,ur,onboarding,7304
310003,Rahul Nair,+96550000013,KW,Kuwait City,car,Indian,en,onboarding,1846

1. 1

   Go to RidersthenImport CSV.

2. 2

   Choose the file and select Import riders.

3. 3

   Read the message.

   For example: “Imported 3 new and updated 0 riders. 3 new training assignments.” If rows were skipped, the message lists the first reasons with row numbers.

4. 4

   Fix skipped rows in the file and import it again.

   Importing again is safe: existing riders are updated, not duplicated, and don’t get the path twice.

1. 1

   In Riders, set Status to onboarding and search for one of the new riders.

2. 2

   Open the rider.

   In Assigned training, the onboarding path shows with Why “onboarding” and a due date.

3. 3

   No path? Fix the path (step 1) and select Save path. Matching riders are enrolled at that moment.

Choose one way:

• Rider ID and PIN: send each rider their rider ID, their PIN and the sign-in address (ending in /login) through your usual welcome message.
• One-tap link: on each rider’s page, Send course linkthenCreate link, then Send on WhatsApp.
• QR code at an onboarding session: create the link on the rider’s page and let the rider scan the QR code on your screen.

• Watch the batch in Dashboard (filter on the market) and in the learning path’s figures.
• Export course records to see who hasn’t started.
• When onboarding is over, import the riders again with status set to active. They keep the training they already have.