This article explores the various features of the "Import Learning" button. We'll guide you through the process of updating, creating, and importing learning data into your platform.

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

Clicking it will bring up this menu with four options:

We will cover each of these options in the sections below.

As you can see, the Create new courses option allows you to import a pre-defined list of Courses which will create new Courses on the platform. Clicking the "+ Create courses" button will bring you to this page:

Here, you will see the option to download and upload a template Excel file. Download the file by clicking here in the menu. This will download the template Excel file with some examples. Once you download and open it, it should look like this:

Here, you can see that there are 5 different columns. Selecting any of the header names will show you a tooltip for each different column. There are columns for:

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 Course 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 Courses were created.

Keep in mind that the bulk Course creation will only create the shell of the Course. You must manually add content, upload the SCORM file (if applicable), and customize it however you need (Add skills, duration, certifications, cover image, etc.)

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

This will bring up a similar menu and option to download a template as the other steps. Download the template by clicking here in the menu. Once you download the template, open it. You will be presented with the following:

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

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

Here, you will see the Course Name, Status, Topics added, and the Learning Plans that the Course 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 its complete, it will appear at the top with the number of Courses successfully updated.

Creating new Course assignments is a fairly straightforward process. First, navigate to Admin > Learning > Courses > Import data. Once here, click + Create course 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 4 columns:

User and Course ID are 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 > Courses > Import records

Here, click Update existing course 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 there are a few more columns than the previous examples:

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 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.