This article explores the capabilities and functionality of the import Learning Data option for Events. With this, you can create Events, as well as update them and the learning records for them.

As an Admin, navigate to Admin > Learning > Events. Here you will see the Import data icon:

Clicking it will bring up the following menu:

To create Events with an import, go to Admin > Learning > Events. Here, select the option Create new events and download the template:

Here, you will find 4 different columns. Selecting any of the header names will show you a tooltip for each different column. The columns are named:

The only required section is the Event Title, everything else is optional.

Adding Topics is a fairly easy process! Simply type each topic as it appears in the platform, then separate it by a comma if you intend to add more than one. You can also add the newly created Event to Learning Plans automatically. It is a similar process, but instead of listing by name, you will need to provide the Learning Plan ID instead.

Once you have provided the necessary information, you can save the file and import it by dragging and dropping it, or uploading it directly with the hyperlink in the menu.

Once you upload it, should it be successful, you will be presented with the following menu:

Ensure all of the information is correct, then click Confirm. Once you click Confirm, you will see it load at the top and confirm that the Event was created.

Keep in mind that Event creation will always create just the Event shell, not any Sessions. You must manually create Sessions in the platform.

To update Existing Events, follow the same steps to the importer as you can see above, then select Update existing events.

This will bring up a similar menu and option to download a template as the previous section. Download the template by clicking here in the menu. Once downloaded, open it, and you will see the following:

Here, you will see four very similar columns to the Event creation process.

Once you provide the necessary information on the form, save it and upload it to the importer.

Here, you will see the Event Name, Status, Topics added, and the Learning Plans that the Event may have been added to. Once you confirm that the changes being made are correct, click Confirm.

You will see an element load, then once it's complete, it will appear at the top with the number of Events successfully updated.

Creating new Event assignments is a fairly straightforward process. First, navigate to Admin > Learning > Events > Import data.

Once here, click + Create event assignments.

This will again present you with a window showing an option to download the template and an option to upload it. Once you download and open the file, you will see this:

Here you can see 3 columns:

Event ID, User, and Add to Session are all required fields, without them, you cannot determine who and what you are editing. Once you have updated the document to fit your needs, save and upload it. Confirm the changes are correct, then click Confirm. You will see the same message as the examples above.

First, you must navigate to Admin > Learning > Events > Import data.

Here, click Update existing event assignments. You will be presented again with the option to download a template. Download and open the template, you should see the following screen:

Here, you will see the following columns:

Once you have amended the file to fit your needs, you can save it and upload it back to the platform. Once you do so, you will see the following:

Here, you can see the different fields that you have mapped data to. Once you verify that the changes are correct, select Confirm. You then see another confirmation at the top once you finalize the import.

The import feature is sensitive to typos and mistakes. The system will pick up any errors and reject the file when you upload it. We will use an example of an error while trying to update current Course assignments. Here, in the image below, you can see red text indicating errors:

If any of the fields are missing information, have the wrong information or the information provided does not exist on the platform, it will clearly define what is wrong. In the example above, you can see that the User email does not exist on the platform, and the Completion date provided is not valid. In order to rectify this, you must go back into the excel file and update the data accordingly.