Imports Overview

The Import areas of your accessplanit platform allow you to upload information stored locally on your computer in spreadsheets onto your platform. You can upload data to a variety of areas of your platform, including User Awards, Accounts, and courses.

Not all Users have access to the import area. This feature is role-driven and can be provided by contacting the Helpdesk.

To learn how to first create an Import Profile, click here.

To learn how to run an Import Job, click here.

Note

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 errors with the Import Profile.


Where to find Import Profiles and Jobs

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:

Import Profiles

The Import Profiles area is where you can create a template for your Imports to follow during the importation process.

An Import Profile is needed for uploading data to accessplanit as this is what dictates which columns from an Excel spreadsheet are mapped to which fields within the accessplanit platform.

To learn about Import Profiles, click here.

Import Jobs

The Import Jobs area is where you can schedule your Imports to upload onto the platform.

To learn about Import Jobs, click here.

What can you Import?

Here is a list of Import destinations on accessplanit:

DestinationUsed for

Award

Importing a list of new awards to the platform, or updating existing awards 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 accounts 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 existing account groups with new information.

Course Award

Importing a list of new course award relationships. This can be either awarded, 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 found here for importing course templates.

Course Date

Importing a list of new course dates to the platform, or updating existing course dates with new information. Step-by-step instructions can be found 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 notes with new information.

Opportunity

Importing a list of new opportunities to the platform, or updating existing opportunities with new information.

Permission record for a user

Importing a list of Users' Roles to the platform, or updating existing Users' Roles with new information. Users' Roles determine the level of permission they have over the platform. Step-by-step instructions can be found here for importing Manager Access.

Resource

Importing a list of resources to the platform, or updating existing resources with new information. Step-by-step instructions can be found here.

Resource Course

Importing a list of new resource course associations. These are stored against 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 stored against the resource, and determines which course templates they are allowed to be assigned to on the platform.

Session Plan Item

If you importing sessional course templates, this is the third step, importing the session plan relationships. Step-by-step instructions can be found here for importing sessional course templates.

Trainer Resource

Importing a list of trainers to the platform, or updating existing trainer with new information.

Transaction

Importing a list of transactions to invoices on the platform, or updating existing transactions with new information.

User

Importing a list of users to the platform, or updating existing users with new information. Step-by-step instructions can be found here.

User Award

Importing a list of user awards to the platform, or updating existing user 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 ResourceImporting a list of venue resources to the platform, or updating existing venue resources with new information.