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Importing Users with Existing Course Data
Importing Users with Existing Course Data

If you want to import both users and their course history, you can do so with a CSV file. This article covers the template changes required.

Catherine Wnuk avatar
Written by Catherine Wnuk
Updated over a week ago

We provide the option to import all of your users' previous course progresses, including the days they started and finished the courses. You can also update your existing users' course progresses with this method -- just include their information as shown in the SkyPrep platform.

To do this, click on Users and Groups, then click on Users. In the new page, click on Bulk User Management.

In the Upload section, click on CSV Bulk Upload Template. This will download an Excel spreadsheet to your computer.

Open the file, and delete the placeholder information. Fill in the spreadsheet as you would any other Bulk Upload, and if you are unsure how to do that, you can refer to this article. In cell P1 enter "Course 1", in cell Q1 enter "Course 1 Status", in cell R1 enter "Course 1 Date Started", in cell S1 enter "Course 1 Date Finished", and in cell T1, enter "Course 1 Expiration Date". Continue this for your remaining courses, with each additional set of cells being named "Course 2", "Course 3", and so on.

Note: The headers must use the "Course 1", "Course 2", etc. format. Do not substitute "Course X" with the actual name of the course in the headers or the import will not work.

If the course does not already exist in the platform, you will need to create the course first. You can simply go to the side navigation bar and click Teaching and Courses, then click "Create Course" and enter the name of the course. You do not need to add any items to the course if you do not plan to use it, as this can just serve as a placeholder. If you do not intend to use this course, you can make the course inactive, and it will not appear in this section next to your other active courses.

After verifying that all the courses from your users' historical records have already been added to the platform, you can return to the spreadsheet.

In the Course X columns, enter the names of the courses exactly the way they're spelled in your platform. You want to do this for every user, even if they are not enrolled in the course. You can quickly do this by selecting a cell that has the course name in it, clicking on the dot in the lower right corner, then dragging it down to include all of the rows. If your course name ends with a number, you will need to highlight two cells with the name included instead of one.

In the Course X Status columns, you will need to enter either not-enrolled for users that are not enrolled in the course, not-started for users that are enrolled but have not started the course, passed for users that have passed, and failed for users that have failed the course.

In the Course X Date Started and the Course X Date Finished columns, enter the corresponding dates in dd/mm/yyyy format. For example, September 15th, 2016 would be entered as 15/09/2016. If a user has not been enrolled in a course, leave these two columns blank, if they are enrolled but have not completed the course, only fill in the Course X Date Started column, and fill in both the Course X Date Started and the Course X Date Finished columns if they have finished the course. Do the same for Course X Expiration Date. This will be the date that users are re-enrolled into the course. For more information about re-enrollment, click here.

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Once this has been done, save the document. Go back to the Bulk User Management section, and click on the Update (Prefilled) secton, NOT the Upload section. Click on Choose File (this may differ depending on the browser that you are using), and select the file. Next, click on the Update Users button. If you have more than 500 users, it is recommended to split the CSV file up into parts that contain 500 users (just ensure that all parts contain the first row with the headers).

Once that's done, all of your new users will be imported into your platform with their course progresses saved.

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