Import

Import

Importing accounts 

This option allows you to quickly create or update accounts by importing the information from a comma-separated value (CSV) file. You can create CSV files from any spreadsheet. In addition, most systems that maintain account records are able to export CSV files for import into this site. To import accounts, click Admin/Import and visit the Accounts tab.

Please note that all CSV files must be UTF 8 encoded. 

Select the initial type of the accounts you want to create, whether you want to send login instructions, whether you require the users to change their passwords when they first log in, and click Continue.

Then choose the file from your computer that contains the CSV rows and indicate which value is in which column.

Here are some special notes for certain fields:

LMS ID

You can use matching via the user's LMS ID when doing an update-by-import. For example, this is useful if you want to do a bulk export of users, change some fields, then do a bulk update via an import.

User ID

The user ID of the user you want to add

Password

The password of the user you want to add (Note that you can allow a random password to be generated if you leave the password field blank. After login, users can change the automatically-generated password to a personal password.)

Organization

The name of the organization that the student is a member of. The organization will be created if it doesn't already exist.

Student ID

The student ID of the user you want to add if the user is a student.

Picture

The URL of a publicly accessible image on the web that will be copied and used for the student's profile picture.

Language

The language field in the import file should contain the English name for the language. For example, French, Spanish, German, etc.

Every field except for the first and last name is optional. If you omit a user id and/or password, they are given unique values automatically. Then click Continue. You will receive a message when the upload is completed.


A list of all the accounts is then displayed. If an account with a matching LMS ID, user ID, student ID, instructor ID, or name/birth date is found, it's assumed that its information is to be updated instead of creating a new account. Any matches or errors are displayed next to the account details.

If everything is correct, click Submit to continue; the new accounts are then created and the existing accounts are updated.


Here are some sample lines from a CSV file for importing accounts:
  • Student, Import1, Student1, tstpassword, Support, ID_007, student1@gmail.com
  • Student, Import2, Student2, tstpassword2, Support, ID_008, student2@gmail.com

Here is the sample CSV file for the import of accounts. You can see below which value from the file goes in each field.

You can import profile pictures as part of our bulk import support. To do this, select the "picture" field when you are doing an account, and set the picture field to the URL of the student's picture (i.e., the picture must be available from somewhere on the web).

The platform will then load the picture using an HTTP GET and then copy that picture into the student's profile picture (it will also automatically create the thumbnail version as well).

 Here's an example of an import where the 5th field is a "picture" field that contains the URL of the account's picture:

Account,Sample,acc12,support@gmail.com,https://www.yourschool.com/images/panda.jpg

Importing courses

This option allows you to quickly create or update courses by importing the information from a comma-separated value (CSV) file. To import courses, click Admin/Import and visit the Courses tab.

Select the file to upload, indicate which value is in which column, and then click Continue. If a course with a matching course code (and matching section if the code is also provided) is found, it's assumed that its information is to be updated instead of creating a new course. Any matches or errors are displayed next to the course details. If there are no errors in the file, the courses are added, otherwise, an error message is displayed.


Here are some special notes for certain fields:

LMS ID

You can use matching via the items LMS ID when doing an update-by-import. For example, if you wanted to import a bulk update of course descriptions, you could do a bulk export of the LMS ID and description fields, then change them in the CSV field, then re-import that file with the LMS ID and description fields set, and it will update all those courses with new descriptions.

Style

The style of the course. This must be in English, and the valid settings are "Instructor", "Blended", "Self paced", or "Micro class".

Start time, end time

Dates must be in the form mm/dd/yyyy.

Course schedule

The schedule must be in the form Tue|09:10|18:00|Room1. Please note that you can add multiple schedules by separating them with "||". For example Tue|09:10|18:00|Room1||Wed|10:00|17:20|Room2. Also, note that the day should be spelled exactly as in the example, "Tue" and NOT "tue" or "TUE".

Subject

This must be a valid subject name for a course.

Time zone

This must be in English and match one of the time zones that we support, such as "Madrid" or "Central Time (US & Canada)".

Template

If you want the course to be a template, set the "Template?" field to "Yes" (English only). Note that a template does not have students, so don't supply student IDs for templates.

Parent course

If you want to set the parent course of an imported course, set its "Parent course" field to either the name of the course (case insensitive) or the ID of the course (if it already exists).

Course code

Every course that you wish to do a bulk enrollment for will need to have a unique course code.

Section code

Every course that you wish to do a bulk enrollment for will need to have a unique section code.

Organization

The name of the organization that the student is a member of. The organization will be created if it doesn't already exist.

Here are some samples lines from a CSV file that creates a course template, a course with the template as its parent, and a stand-alone course:

  • Test Template,Description goes here,Instructor,04/12/2012,8/23/2013,4,Course-101,Syllabus description,English,Pacific Time (US & Canada),true,My category,yes,
  • Test Child,Description goes here,Instructor,04/12/2012,8/23/2013,4,Course-101,Section-101,Syllabus description,English,Arizona,true,My category,no,
  • Test Course,Description goes here,Instructor,06/12/2012,9/23/2013,4,Course-102,Section-103,Syllabus description,English,Pacific Time (US & Canada),true,My category,no,

Here is a sample CSV file for the import of courses.

Importing enrollments

To import enrollments from a CSV (comma-separated value) file, visit the Enrollments tab.

You have the option of matching courses with several options such as LMS ID, Course code, Section code, Course code & Section code, and SIS ID. 

You have the option of matching students with several options such as User ID, LMS ID, Email, Student ID, and SIS ID. 

Then choose the file from your computer that contains the CSV rows, indicate which value is in which column, and click Continue. Every student that you wish to enroll using our bulk enrollment will need to have a unique student ID. 

You will receive a message when the upload is completed. If there are no errors in the file, the enrollments are added, otherwise, an error message is displayed.


Note that the enrollment of the students will only enroll the students into the course, it will not also create the student accounts. If you want to also import the accounts, you will have to use a different CSV file.

Here are some sample lines from a CSV file for importing enrollments:

  • 101, ID_007
  • 101, ID_008

Here is a sample CSV file for the import of enrollments.

Import completions

To import completions from a CSV (comma-separated value) file, visit the Completions tab.

You have the option of matching courses with several options such as LMS ID, Course code, Section code, Course code & Section code, and SIS ID. 

You have the option of matching students with several options such as User ID, LMS ID, Email, Student ID, and SIS ID. 

Then choose the file from your computer that contains the CSV rows, indicate which value is in which column, then click Continue.  Every student that you wish to enroll using our bulk enrollment will need to have a unique student ID. Make sure to include the completion date in your CSV file, otherwise, the import won't work.

You will receive a message when the upload is completed. If there are no errors in the file, the completions are added, otherwise, an error message is displayed.


Note that the import of completions will only enroll the students as completed into the course, it will not also create the student accounts. If you want to also import the accounts, you will have to use a different CSV file.

Here are some sample lines from a CSV file for importing completions:

  • AB,12,2/6/2016
  • AB,13,2/6/2016

Here is a sample CSV file for importing completions. 

Importing instructors

To import teachers from a CSV (comma-separated value) file, visit the Instructors tab.

You have the option of matching courses with several options such as LMS ID, Course code, Section code, Course code & Section code, and SIS ID. 

You have the option of matching instructors with several options such as User ID, LMS ID, Email, Teacher ID, and SIS ID.

Then choose the file from your computer that contains the CSV rows, indicate which value is in which column, then click Continue. 

You will receive a message when the upload is completed. If there are no errors in the file, the instructors are added, otherwise, an error message is displayed.


Here are some sample lines from a CSV file for importing instructors:

  • 101,T3
  • 101,T4

Here is the sample CSV file for importing instructors.

Importing paths

This option allows you to quickly create or update learning paths by importing the information from a comma-separated value (CSV) file. To import paths, visit the Paths tab.

Add the file, indicate which value is in which column, then click Continue. If a path with a matching path code is found, it's assumed that its information is to be updated instead of creating a new path. Any matches or errors are displayed next to the path details.

If there are no errors in the file, paths are added, otherwise, an error message is displayed.


Here are some sample lines from a CSV file for importing paths:

  • LMS ID, Path ID, Name, Description, Subject, Sequencing, Syllabus, Catalog category, Template?, Tile color, Organization

Here is a sample CSV file for importing paths.

Importing path enrollments

To import path enrollments from a CSV (comma-separated value) file, visit the Path enrollments tab.

You have the option of matching paths by LMS ID and matching students by User ID, LMS ID, Email, and Student ID.

Then choose the file from your computer that contains the CSV rows, indicate which value is in which column, then click Continue.  Every student that you wish to enroll using our bulk enrollment will need to have a unique student ID.

You will receive a message when the upload is completed. If there are no errors in the file, the path enrollments are added, otherwise, an error message is displayed.


Note that the path enrollments of students will only enroll the students into the path, it will not also create the student accounts. If you want to also import the accounts, you will have to use a different CSV file.

Here are some sample lines from a CSV file for importing path enrollments:

  • 101, ID_007
  • 101, ID_008

Here is a sample CSV file for importing paths.

Importing organizations

This option allows you to quickly create or update organizations by importing the information from a comma-separated value (CSV) file. To import organizations, visit the Organizations tab. Then choose the file from your computer that contains the CSV rows, indicate which value is in which column, and click Continue. You will receive a message when the upload is completed.

If an organization with a matching organization name is found, it's assumed that its information is to be updated instead of creating a new organization. Any matches or errors are displayed next to the organization details. If there are no errors in the file, the organizations are added, otherwise, an error message is displayed. If there are no errors in the file, the organizations are added, otherwise, an error message is displayed.


Here are some sample lines from a CSV file for importing organizations:

  • IBM,IT company,no
  • ORACLE, software company,no

Here is a sample CSV file for the import of organizations. 

Importing job titles

This option allows you to quickly create job titles by importing the information from a comma-separated value (CSV) file. To import groups, visit the Job titles tab.

In the Job titles tab, add the file, indicate which value is in which column, then click Continue.

If there are no errors in the file, the job titles are added, otherwise, an error message is displayed.

Here is a sample CSV file for the import of job titles.

Importing groups

This option allows you to quickly create groups by importing the information from a comma-separated value (CSV) file. To import groups, visit the Groups tab.

In the Groups tab, add the file, indicate which value is in which column, then click Continue.

If there are no errors in the file, the groups are added, otherwise, an error message is displayed.

Here is a sample CSV file for the import of groups.

Importing group members

To import group members from a CSV (comma-separated value) file, visit the Group members tab. Choose the file from your computer that contains the CSV rows, indicate which value is in which column, then click Continue. 

If there are no errors in the file, the group members are added, otherwise, an error message is displayed.

Here is a sample CSV file for the import of group members.

Importing web resources

To import web resources from a CSV (comma-separated value) file, visit the Web resources tab. Choose the file from your computer that contains the CSV rows, indicate which value is in which column, select the library, then click Continue.

If there are no errors in the file, the resources are added, otherwise, an error message is displayed.

Here is a sample CSV file for the import of web resources.

Importing file resources

To import file resources, visit the "File resources" tab. Here, you can import SCORM, File resources (pdf/docs/images), and HTML packages.

To add various types of file resources, first, select the zip file from your computer. Note that the zip file should contain a manifest.csv and the files which will be imported as resources. Every line in the manifest file will be imported as a resource depending on its type.

If there are no errors in the file, the resources are added, otherwise, an error message is displayed. Please note that HTML packages and SCORM packages take a longer time to get imported, so there might be a little delay between the notification and the time they show up in the resources catalog.

Here is a sample CSV zip file for the import of file resources.


    • Related Articles

    • MailChimp

      Overview The Mailchimp integration gives administrators an end-to-end email integration for email marketing and customized Learner email messages. Administrators can import Mailchimp contacts into the portal, and they can export user lists from their ...
    • Job titles

      Overview If you enable the Job titles feature, you can use the job title filter to filter listings and you can use it in conjunction with rules so you can apply a rule to everyone who has a particular job title. To enable job titles for your site go ...
    • OneDrive

      Overview Our OneDrive integration allows users to import files from OneDrive into our platform and use them in different areas of the platform. We currently have support for OneDrive and OneDrive for Business. Installing OneDrive and OneDrive for ...
    • Administrator Role

      Overview An administrator is responsible for the overall management and configuration of the platform. Most administrator functions are available via the Admin tab and are described briefly here. Each function is then described in detail in the help ...
    • Site-wide surveys

      Overview A site-wide survey presents the user with a set of questions that they can answer online. This feature allows you to give a survey to a targeted audience of your users, and it works outside of the scope of a course. To get started with this ...