Import External Training Records

As a course administrator, you can import external training records to a course.

To import external training records, your user role must have unrestricted access to the External Training Records Data Loader feature.

Create the Import File

Go to Manage Center > Learning > Import > External Training Records CSV Loader. CSV download and import actions are located on the right side of the screen.

Click the CSV Formatting Help link for important guidelines around preparing the file for import.

CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file.
As an alternative, you can edit CSV files in a text editor. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).

Go to Manage Center > Learning > Import > External Training Records CSV Loader.
Click + Import CSV file.
Click Choose File to select the CSV file to upload.
Configure the import fields:

Encoding - if your CSV file was saved with a specific file encoding the LMS can automatically detect it, otherwise you can select it from the list.
Delimiter - select the delimiter used to separate fields in your CSV file.

Click Preview. The contents of the CSV file are shown in the Data Loader page so that you can review the data before importing the file.
Click Upload to import the CSV file. The Summary Report shows how many records in the file were imported successfully and how many failed.
If any records fail to import, you can return to the CSV Loader page and click the CSV Error Report link for the failed import. The report downloads to your desktop as a copy of the original file, with error messages included for each record that couldn't be imported.

Are you a PeopleFluent administrator?
Check out our Help Center or Contact Support.