Courses: Importer

How to Import Multiple Courses Using the Platform's Course Importer Tool

You can add courses to your course library individually, but if you're looking to bulk upload several courses at once, then the Importer is a helpful tool to utilise. The importer utilises a CSV folder which you can populate and upload, which is similar to how the Importer works for People and Skills.

Step One

Click on the settings wheel in the bottom right-hand corner and select 'Course Library' from within the Settings area of the sub-menu. Then select the IMPORT tab to display the Course Importer.

Step Two

We would recommend that you download the example spreadsheet to ensure that the file uploads correctly. Click on the Download an example spreadsheet text to download the template.

Step Three

Populate the fields within the cells, using the Fire Safety at Work example as a guide.

If associating the course with skills, it is important to separate multiple skills with a comma and not a space. i.e. communication,leadership,organisation

Once populated, save the file ensuring that this is kept in a .csv format.

Step Four

Upload the file to the importer. This will automatically take you to the screen where you can map the fields from the spreadsheet.

Step Five

Ensure that the columns in the CSV column correspond to the System Fields. You can change these by utilising the dropdown. If you have utilised the example download then these should match exactly for ease.

Click the IMPORT button at the bottom of the page to take you to the final screen.

Step Six

The Import Result page will display a list of courses uploaded from the spreadsheet. If the course has been successfully uploaded, the status will display as 'completed'.

If any courses have failed to upload, we would recommend checking the spreadsheet and re-uploading once changes have been made. However, if you do need any further support - please contact support@staffcircle.com