Warning: We highly recommend and always suggest that you run an Import Job on your test platform first, before you upload the data on live. To learn how to complete an Import Job, click here. |
First, you need to create an Import Profile to use for the upload. Click here for more information on how to do this.
The Destination for this import would be eLearning and Document Delegates.
For this import, the following fields need to be used as Key Columns in this Import Profile:
Another mandatory field for this import is Status, which corresponds to the Course Status for an E-Learning Delegate, which should always be imported as the value 4 (this means Fully Booked).
You aren't able to import Delegates to eLearning Courses that don't have an eLearning package attached, including eLearning Plans. |
Then, you need to create your import file that you will use to upload the data. Below is a Sample File as a template, with the second row being sample data that will need to be replaced.
All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.
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