Import External Training Records via the Data Loader

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.

Create the CSV Import File

To create the CSV import file:

  1. Go to Manage Center > Learning > Import > External Training Records CSV Loader.
  2. Download the CSV file template.

Prepare the File for Import

Not every heading requires values for importing an External Training Records CSV file, although specific fields must contain values based on the action and type of learning module. 

When creating external training records, the mandatory fields are:

  • Action
  • UserId
  • Title

When updating a learner's record, the mandatory fields are:

  • Action
  • RecordID
  • Any additional fields to be updated.

To delete a learner's record the mandatory fields are

  • Action
  • RecordID

For detailed information about formatting data for the External Training CSV Loader, please see External Training Records CSV Loader Field Reference. 

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).

Import the External Training Records File

To import external training records:

  1. Go to Manage Center > Learning > Import > External Training Records CSV Loader. 
  2. Click + Import CSV file.
  3. Click Choose File to select the CSV file to upload.
  4. 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.
  5. Select the delimiter used to separate fields in your CSV file. This can be a comma or a semicolon.
  6. Click Preview. The contents of the CSV file are shown in the Data Loader page. 
  7. Click Upload to import the CSV file. The Summary Report displays the count of records that were successfully imported from the file as well as those that failed.