Creating the Import Profile
First, you need to create an Import Profile to use for the upload. Click here for more information on how to do this.
To update existing Course Templates, you will need to create a Course Template Destination
To import new Course Templates, you will need to create two Destinations (two import profiles): One for Course Template and a second for Course Company. You will need to import the file under Course Template first, and then reimport either using the same or a new file under Course Company. This process ensures that the Course Template is assigned to a Training Provider.
The following field will need to be a Key Field for the Course Template Import Profile:
- CourseID - this is the unique identifying code for the Course Template. This will be stored within the Attributes tab of the Course Template.
You'll need to include this field, plus any field(s) you're wanting to update.
If you're importing new Course Templates, the following fields are also mandatory for the import:
If you are importing new Course Templates, you will also need to do a Course Company import (using a new import profile with a destination of Course Company) following the import of the course templates. The Course Company import will link the new courses to the required training provider. The following will need to be included and also be Key Fields for this import:
- CourseID - this is the unique identifying code for the Course Template. This will be stored within the Attributes tab of the Course Template.
- CompanyID - this is the Account ID for the Training Provider you want to link this Course Template to.
For importing new Course Templates, it's possible to to use one file for both the Course Template and Course Company imports.
Simply set the fields that don't exist in the current import to ignore:
Filling in the Import File
Then, you need to create your import file that you will use to upload the data. Below are some sample files showing you how to format them:
Course Template Import Template.csv
Course Template and Course Company Import Template.csv
All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.
Completing the Import Job
We always suggest running an Import Job on the test environment first, before you upload the data onto your live platform.
To learn how to complete an Import Job, click here.