The import tool has been designed to allow staff contacts to bulk import entities into Learndot using a CSV file.
There are times where administrators need to add a bulk of contacts, Learndot allows bulk import where it is possible for administrators to add multiple Contacts using a CSV file. The import tool is available in the dropdown search menu for any entity.
The import tool can be accessed from the search screen of any entity. To import a collection of Contacts, navigate to the contacts search screen, and select IMPORT from the drop-down menu.
Learndot includes some entities that group together with other sub-entities. For example, Events which consists of both public classes and engagements.
To use the import tool, you must be on a specific entity search screen. You cannot access the importer from the group entity.
The Import Process
When accessing the import tool, all mandatory fields for import will be displayed.
If you wish to add other fields to the CSV template, before downloading it, click on "Customize Fields":
Leave as "On" the fields you wish to be on the CSV file:
Scroll down and click on "Save":
Now, click on "Download Template" to have the .CSV file ready for you to upload the information:
Updating data objects during an import
Please visit this page to view how to update data objects optionally while importing them.
Preparing the Import Source
The Class Uploader accepts specially constructed Comma Separated Value file as an input, and is able to write values to the entity fields listed in the AVAILABLE FIELDS list. The CSV file can be prepared inside Microsoft Excel, or any other standard CSV editor. Each field to import will be validated as if you had submitted the values using the UI, to ensure that no problematic data slips through.
The standard format uses the following construction:
Contains a series of column titles, each matching an available field in Learndot. The order of the columns is irrelevant
Each row after the titles will be imported as an individual course event.
To convert existing files quickly to csv, open the file in Microsoft Excel, saved as either 'Windows Comma Separated (.csv)' or 'MS-DOS Comma Separated (.csv)'.
When saving your CSV file, ensure that the encoding format is UTF-8 to avoid any errors during the import process. Click here to find out how an Excel File can be encoded to UTF-8.
Uploading the CSV file
Once you have the .CSV file ready, head back to Learndot, and click on "Browse". Choose the .CSV file, and then click on "Upload":
Entities to be Imported
Below you can find a list of the entities (and where to access them in Learndot) which can be imported using .CSV file, using the flow described above: