Steps
1: Navigate to your platform > Admin > Learning. Once there, you should see this page below:
2: From here, you can see the new icon for Importing Learning Records.
3: Clicking it will provide you with options to either Create new records or Update existing records
4: Create New Records: You will use this option if you need to add new records to your platform. To download a template to do the import, click on the here button.
5: Update Existing Records: You will use this option if you need to update current records to your platform. To download a template to do the import, click on the here button
Before you start populating the template, please make sure to read the guide presented in the template. It is also important that you do not change the predefined template by deleting any columns or rows including row 1: NewLearningRecords_template (when uploading new records) or UpdateLearningRecords_template (when updating records) as this can cause the import to not function properly.
6: From here, simply provide the Excel file with the information you need to upload. After this is done, you should see the upload screen:
And once that finishes loading, you should see a last confirmation of what information you are importing.
If you see this screen below, this is an indicator that you are missing entries in your Excel file and they need to be corrected before trying to import again.
7: Once you click Update you should be all set!
Before you start populating the template, please make sure to read the guide presented in the template. It is also important that you do not change the predefined template by deleting any columns or rows (including row 1: User_Import_template) as this can cause the import to not function properly.
Keep in mind that for now, importing and updating events is not possible. Just learning records are able to be imported/updated.
Templates for Import and Update