Imports Overview

Time Saving

Imports let you upload hundreds or thousands of records in one go instead of entering them manually. This dramatically reduces admin effort and frees up time for more valuable tasks.

Reduces human error

Manual data entry can be prone to mistakes, typos, missed fields, and inconsistencies. Imports use structured data and predefined mappings, helping ensure accuracy and consistency across your system.

Enables bulk updates

You can update large sets of existing records at once (e.g. contact details, course information, or statuses), rather than editing each one individually. This keeps data current with minimal effort.

Supports data consistency and standardisation

By using import profiles and predefined formats, you ensure data is entered in a consistent way every time. This improves reporting, searching, and overall data quality.

Makes it easy to integrate external data

Imports allow you to bring data in from other systems (e.g. spreadsheets, CRMs, finance tools). This helps keep everything aligned without needing complex integrations.

Import

The process of uploading data into the system using a structured file (usually CSV) to create or update records in bulk.

Import Profile

A saved configuration that defines how columns in your import file map to fields in the Platform, allowing consistent and repeatable imports.

Import Job

A single instance of an import being run. An import job tracks the progress and outcome of the import, including how many records were processed, successfully imported, or failed, along with any associated error reporting.

Key Field

A field used during an import to uniquely identify a record in the system (such as an ID or email address). Key fields are essential for determining whether a record should be updated or if a new one should be created.

CSV File

A CSV file (short for Comma-Separated Values) is a simple file format used to store data in a table-like structure, making it ideal for importing information into systems.

Simplified Imports

An import type that uses only essential fields to quickly create or update records with minimal data preparation.

Comprehensive Imports

An import type that includes a full set of fields, allowing detailed creation and configuration of records within the platform.

Company Group
(Account Group)

Used to create and maintain your Account Group structure, allowing you to organise Accounts into logical groupings (e.g. parent companies or departments) for reporting, management, and permissions.

Company
(Account)

Used to create and update Accounts within the platform, storing key organisational details such as company information, contact details, and relationships to account groups.

User

Used to create and manage individual Users within the system, including their personal details, login information, and their association to Accounts.

Trainer Resource

Used to create and update Trainer records, defining individuals who can be assigned to deliver Courses and linking them to the wider resource pool.

Venue

Used to create and manage physical or virtual training locations where Courses take place, including address details and capacity information.

Venue Resource
If required

Used to define specific resources available at a venue (e.g. rooms or equipment), allowing for more detailed scheduling and allocation.

Resource

Used to create and manage all resource types (e.g. trainers, venues, equipment), enabling them to be scheduled and assigned to Courses.

Resource Unavailability
If required

Used to record periods when a resource is unavailable, ensuring they are not scheduled for Courses during those times and improving scheduling accuracy.

Course Template

The first step in Course setup is used to create the core structure of a Course, including its name, duration, pricing, and key configuration settings.

Course Company

The second step in course setup is used to assign course templates to a specific training provider or company within the platform.

Resource Course
If required

Used to link resources to specific Course templates, defining which resources are eligible to be assigned to particular courses

Session Plan Item
If required

Used for sessional courses to define the structure and sequence of sessions within a Course, including timings and session relationships.

Course Date
(Course)

Used to schedule individual Courses, including dates, times, locations, and assigned resources.

Candidate
(Delegate)

Used to enrol Delegates onto scheduled Courses (classroom or webinar), or update their booking details and attendance information.

eLearning and Document Delegates
If required

Used to enrol Delegates onto eLearning or document-based Courses, managing participation outside of scheduled classroom sessions.

Award

Used to create and manage Awards or certifications that can be অর্জed through course completion.

User Award

Used to assign Awards or certifications to Delegates, recording their achievements and qualification history.

Opportunities

Used to create and manage sales Opportunities, helping track potential business, pipeline activity, and expected revenue.

Notes

Used to add or update Notes against records (e.g. users, accounts, courses), capturing additional context or internal communication.

Transaction
Optional

Used to import financial Transaction data linked to invoices, supporting accurate financial tracking and reporting.

User Manager
Optional

Used to define management relationships, specifying which users can manage other users, accounts, or account groups.

Permission record for a user
Optional

Used to assign roles and permissions to users, controlling their level of access and what actions they can perform within the platform.