Quick Steps
- Log Into BNI Connect and export the Reports>Region>LT Vacancies and Training Status Report
- Open the report and remove all rows except the people you wish to assign the particular training to - for example, just keep all presidents.
- Save the report as an XLSX
- Log into BNI Academy and navigate to Manage Training>Assign and select the program you wish to assign, for example President's Leadership Training, and click on Go To Select Users
- Click on the tab for BULK ASSIGN WITH EXCEL
- Upload the file you saved earlier and customize any selections as desired and click IMPORT
- The results will display on the page or click on IMPORT HISTORY to download copies of previous results
NOTE: You don't have to use the PLAN LT module in BNI Connect. Any list of Email addresses will work. However, using PLAN LT will ensure that you have the 100% identical email list valid between the systems.
Step By Step Visual Walk Through
Open the report and remove all rows except the people you wish to assign the particular training to - for example, just keep all presidents.
Select the program you wish to assign, for example President's Leadership Training, and click on Go To Select Users
Click on the tab for BULK ASSIGN WITH EXCEL
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