|
|
|
You can import external training records for learners in bulk via the External Training Records CSV Loader. This enables you to create and update learners' external training records outside of the LMS.
To get started, you can download a CSV file template and populate the required fields offline in a spreadsheet application or text editor. The LMS provides information to help you fill in the CSV template, such as the expected values for each field. For more information, see External Training Records CSV Loader Field Reference.
When creating external training records, the mandatory fields are:
When updating a learner's record, the Action and RecordID are required, plus any other fields to be updated.
To delete a learner's record, only the Action and RecordID fields are required.
Administrators with unrestricted access to the External Training CSV Loader feature in System Roles (Manage Features > Catalog Manager Features) can create, update and delete external training records via the External Training Records CSV Loader.
To import external training records, go to Manage Center > Learning > External Training Records CSV Loader.
To prepare a user CSV file for import, you can download a template CSV file from the External Training Records CSV Loader page and populate the fields as required.
Note that CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file. Alternatively, you can edit CSV files in a text editor instead of Microsoft Excel. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).
Additional Information
