How To: Import Delegates to an E-Learning or Knowledge Document course

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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.

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.

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:

  • Course ID - this will be the Course Template ID for the eLearning/Knowledge Document course.

  • Company ID - this is the Training Provider's Account ID.

  • User ID - this is the User ID of the Delegate you're wanting to import onto the course.

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.

Filling in the Import File

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.