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The Import areas of your accessplanit plat=
form allow you to bulk upload information from spreadsheets into accessplan=
it.
You can upload data to a variety of areas of your platform, including User,=
User Awards, Accounts, and Courses.
Not all Users have access to the import ar= ea. This feature is available to Training Administrators and can be provide= d on request by contacting the Helpdesk.
If you are completing a new import, we recommend importing a sample file= first with only a few rows of data, so that you can verify there are no er= rors with the Import Profile.
If your organisation/business operates using Languages where the followi= ng special characters are present - =C4=8C, =C5=A0, =C5=BD and =C4=86 - and= you wish to use the importer to upload content containing these characters= to the platform - you will need to contact the accessplanit Suppor= t Team.
You can contact us via the Cu= stomer Portal or by giving us a call on 01524 389 841.
Click on the User Icon at the top right hand =
side of the platform and select Administration:
Within this page, click the menu option Import Profiles or Import Jobs:
The Import Profiles area is where you can create a template for your Imp= orts to follow during the importation process.
An Import Profile is needed for uploading data to accessplanit as this i= s what dictates which columns from an Excel spreadsheet are mapped to which= fields within the accessplanit platform.
To learn about Import Profiles, click here.
The Import Jobs area is where you can schedule your Imports to upload on= to the platform.
To learn about Import Jobs, click here.
It's really important that the columns on your profile match exactly to = the columns on your CSV file for you Import Job. If they don't match correc= tly, your import will not work.
Here is a list of Import destinations on accessplanit:
Destination |
Used for |
---|---|
Award |
Importing a list of new awards to the platform, or updating existing awa= rds with new information. |
Candidate |
Importing a list of delegates on class/web courses, or updating existing= delegates with new information. Step-by-step instructions can be found here. |
Company |
Importing a list of new accounts to the platform, or updating existing a= ccounts with new information. Step-by-step instructions can be found here. |
Company Group |
Importing a list of new account groups to the platform, or updating exis= ting account groups with new information. |
Course Award |
Importing a list of new course award relationships. This can be either a= warded, preferred or required awards. |
Course Company |
This is the second step of import course templates, which assigned them = to a Training Provider on the platform. Step-by-step instructions can be fo= und here for importing cour= se templates. |
Course Date |
Importing a list of new course dates to the platform, or updating existi= ng course dates with new information. Step-by-step instructions can be foun= d here. |
Course Template |
This is the first step of import course templates, which imports all of = the course template data. Step-by-step instructions can be found here for importing course templates. |
eLearning and Document Delegates |
Importing a list of delegates on eLearning/document courses, or updating= existing delegates with new information. Step-by-step instructions can be = found here. |
Note |
Importing a list of new notes to the platform, or updating existing note= s with new information. |
Opportunity |
Importing a list of new opportunities to the platform, or updating exist= ing opportunities with new information. |
Permission record for a user |
Importing a list of Users' Roles to the platform, or updating existing U= sers' Roles with new information. Users' Roles determine the level of permi= ssion they have over the platform. Step-by-step instructions can be found <= a href=3D"/wiki/spaces/HG/pages/825294852/How+To%3A+Import+Manager+Access" = data-linked-resource-id=3D"825294852" data-linked-resource-version=3D"6" da= ta-linked-resource-type=3D"page">here for importing Manager Access= . |
Resource |
Importing a list of resources to the platform, or updating existing reso= urces with new information. Step-by-step instructions can be found here. |
Resource Course |
Importing a list of new resource course associations. These are stored a= gainst the resource, and determines which course templates they are allowed= to be assigned to on the platform. |
Resource Unavailability |
Importing a list of new unavailability slots for resources. These are st= ored against the resource, and determines which course templates they are a= llowed to be assigned to on the platform. |
Session Plan Item |
If you importing sessional course templates, this is the third step, imp= orting the session plan relationships. Step-by-step instructions can be fou= nd here for importi= ng sessional course templates. |
Trainer Resource |
Importing a list of trainers to the platform, or updating existing train= er with new information. |
Transaction |
Importing a list of transactions to invoices on the platform, or updatin= g existing transactions with new information. |
User |
Importing a list of users to the platform, or updating existing users wi= th new information. Step-by-step instructions can be found here. |
User Award |
Importing a list of user awards to the platform, or updating existing us= er awards with new information. Step-by-step instructions can be found here. |
User Manager |
Importing a list of users/accounts/account groups that a user can manage= to the platform. Step-by-step instructions can be found here. |
Venue |
Importing a list of venues to the platform, or updating existing venues = with new information. |
Venue Resource |
Importing a list of venue resources to the platform, or updating existin= g venue resources with new information. |