As far as order of operations when making the switch:

• You can do a manual upload of the file in the interface through "add via CSV" prior to turning on auto CSV with that same file mapped to the appropriate fields
• Once all the fields are modified, you'll need to go in and manage all of your smart groups
  • i.e. If custom field "Location" was "California" before the change and now it's "CA," you'd need to go and modify every group to reflect that new location value (note: you cannot modify values in the smart group selector if the value doesn't yet exist for just a single user)
• What will happen to enrollments if a learner jumps out of the smart group during these changes?
  • Any completed content for learners will remain completed
    • If the training wasn't set to expire, so the completion is still an active enrollment (although completed) and not grayed out, these learners won't get re-enrolled
  • Anything in progress that was required based on the smart group affiliation to the content will go to an optional enrollment (no progress will be lost
    • No notifications will go out when the enrollment goes back to required once the user data matches the smart group assignment
  • Anything not started will be removed
    • A notification would go out when the enrollment is re-created as required (note: you can turn off notifications when doing this i you'd like to avoid this happening)
• Auto CSV runs and adds or removes users as needed
  • Based on previous manual actions, nothing should change with the adjusted learners