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Import

You have access to various data imports via the dashboard, which allow you to facilitate your own bulk data imports when you need.

For each import tool, there is an ‘Example’ data file for you to use to enter all of your data. This is an excel spreadsheet that will provide you with all of the columns that you will need to complete for your import.

Here are the imports available:

Activity Transactions

This tool allows you to enter data for transactions made by your Activities/Student Groups.

  1. Save your data import file and upload it where it says ‘Choose File’;
  2. If you already have data within this area, there will be a ‘Replace Data’ check box for you to confirm whether you want to replace all of the existing data, or simply add your new data;
  3. It will also confirm on the page the last time an import was completed/updated;
  4. Click ‘Submit’ to complete your data import.

You will also have an option to export the current Transaction within the system.

Product Data

This tool allows you to enter data for products you wish to create on the system. You can also use this tool to update the details of multiple existing products if needed.

  1. Save your data import file and upload it where it says ‘Choose File’;
  2. It will also confirm on the page the last time an import was completed;
  3. Click ‘Submit’ to complete your data import.

You will also have an option to export previous product data for a particular Zone. Simply select the relevant Zone from the dropdown menu and click ‘Submit’ to download an Excel document of the data.

Student Roles

This tool allows you to enter data of members who are within certain Employability roles.

  1. Save your data import file and upload it where it says ‘Choose File’;
  2. Select the relevant roles from the ‘Role Type’ dropdown menu;
  3. Click ‘Submit’ to complete your data import.

Note: You can only complete a data import per role type. You will need to complete multiple imports if you require data for several role types.

Training

This tool allows you to import student data for those who have attended a particular training event.

  1. Select the relevant ‘Training Session’ from the dropdown menu;
  2. Save your data import file and upload it where it says ‘Choose File’;
  3. Enter the number of hours you wish the training’s duration to be logged as (if this needs to be 0 hours, you will need to enter ‘0.0’ in this box);
  4. Select the data the members attended the training;
  5. Click ‘Submit’ to complete your data import.

Note: You can only complete a data import per training session, per date of attendance type. You will need to complete multiple imports if you require data for several training sessions on various dates.

Created on 28th June 2021