Admin Tools: How to Import Data and Sync with Thinkific

The Tools section provides utilities for importing data, managing teams, and migrating content from external systems into your B2B Dashboard.

Accessing Tools

Navigate to Admin > Tools in the sidebar. The Tools page is organized into four tabs.

Import Tab

The Import tab provides cards for various data import operations:

Import Users from Thinkific

Imports user accounts from your connected Thinkific platform:

1. Click the Import Users from Thinkific card
2. In the modal, configure:
   • Allow Emails — Toggle whether imported users receive notification emails
   • Prohibit Emails — Suppress all email notifications during import
   • Assign to Team — Select a default team to assign all imported users
3. Click Import to start the process
4. The import runs in the background — you will be notified when complete

Sync Enrollments

Synchronizes enrollment data between Thinkific and your Dashboard:

1. Click the Sync Enrollments card
2. Choose the sync direction if applicable
3. Confirm to start the synchronization

Import Users from Groups

Imports users based on Thinkific group membership:

1. Click the Import Users from Groups card
2. Use the pillbox selector to choose one or more groups
3. Configure team mapping — select which Dashboard team the users should belong to
4. Set role assignment for imported users
5. Click Import

Additional Import Cards

• Sync Groups — Synchronize group definitions from Thinkific
• Sync Products — Import product/course definitions from Thinkific
• Sync Certificates — Pull certificate data from Thinkific
• Sync Quiz Results — Import quiz results from Thinkific
• Recalculate Seats — Recalculate seat usage counts across the system
• Upload Group Matching — Upload a CSV file to match and sync groups

CSV Import Tab

The CSV Import tab provides bulk user and team creation via CSV upload.

Preparing Your CSV

Download the template or prepare a CSV file with the following columns:

• User name
• User email
• Team name (optional)
• Additional fields as needed

Importing

1. Click Choose File and select your CSV
2. Click Validate to check the data for errors
3. Review validation results — any errors are highlighted with descriptions
4. Fix any issues and re-validate
5. Click Import to create the users and teams

The import processes all valid rows and reports any failures.

Teams Tab

The Teams tab provides an overview of all teams in the system with quick management actions.