How To: Import Course Dates

 

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 user for the upload. Click here for more information on how to do this.

The Destination for this import would be Course Date.

To update existing course dates within your platform, the following fields need to be a Key Field within your Import Profile:

  • CourseCalID - this is the unique identifying code for the Course date. This will be stored within the Attributes tab of the Course date.

  • CourseID - this is the unique identifying code for the Course Template. This will be stored within the Attributes tab of the Course Template.

You need to include these fields, plus any fields you want to update.

If you want to upload new course dates, you'll need to use either of the following combinations of fields as Key Fields:

  • ExternalID - this can be anything, but is commonly an ID for a course used on another platform you use.

  • Course ID

or

  • CourseID

  • StartDate - this is the start date of the course.

  • EndDate - this is the end date of the course.

If you choose the second combination, you will need to make sure that there are no courses using the same Course Template running at the exact same date and time.

 

The following fields are also manadatory for a Course Date import:

  • CCLevel - this needs to be a value of 4.

  • CompanyID - this is the ID for the Training Provider

  • StartDate - this is the start date of the course.

  • EndDate - this is the end date of the course.

  • Status - this is the status of the course. The Importer recognises the following valuse for course status:

    • Available

    • Cancelled

    • Completed

    • Failed

    • FullyBooked

    • InProgress

    • OnHold

    • Provisional

  • Sessional - if your import contains a mixture of sessional and non-sessional courses, you will need to include one of the following values:

    • Y = Course is sessional.

    • N = Course is not sessional.

  • SessionalCostType - this is for sessional courses only. If your course is sessional, you'll need to enter one of the following values into the field:

    • 1= Sum of sessions

    • 2 = Course cost

    • 4 = Course cost plus optional sessions

    • 8 = Course cost plus sessions

 

Before running a new Course Date import, you will need to make sure that the Course Templates are already on your platform. If you would like to know how to import Course Templates, click here.

If you importing Exclusive Accounts or Exclusive Account Groups for your Course Dates, you will need to use the IDs instead of the Labels of the Accounts/Account Group

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 showing you how to format it:

Course Date Import Template .csv

All imports should be uploaded in a CSV format, as they lack formatting that would otherwise be included within the file.