Import Organization Data

Administrators can add, update and delete organizations in bulk via the Organization Data Loader. This includes updating existing organization attributes. You must first populate in a comma—or semicolon—separated values (CSV) file the mandatory fields required for the import action (that is, add, update or delete).

To add, update or delete organizations via the Organization Data Loader

1. Go to Manage Center > Users > Organization Data Loader. The Organization Data Loader page opens and lists your previous organization importsprevious organization imports, if any.

   To see previous imports from any user, select Anyone from the Uploaded By drop-down list.

2. If required, download the CSV file template and enter the organization information in the relevant fields. (Click the CSV Formatting Help link for guidance on each field.)
3. Click + Import CSV file.
4. Click Choose File to select the CSV file to upload.
5. If your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
6. Select the delimiter used to separate fields in your CSV file. This can be a comma or a semicolon.
7. Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
8. Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
9. If any records failed to import, you can go back to the Organization Data Loader page and click the CSV Error Report link for the failed import. The error report downloads to your desktop as a copy of the imported file that includes the error message.

Organization Data Loader Field Reference

About the Organization Data Loader