Importing data (migrations)

Our CSV importers

We support various imports of data as part of data migrations and can run these on your behalf, if data is provided in the required format.

The importers can be found under Advanced Actions > Import.

Please see this link to access example templates for our most common migrations, including:

  • Users
  • Cohort/Groups
  • Quiz questions (Single Choice, Multiple Choice, Boolean, Drag to Order, Fill in the Blank, Matching Order)
  • Quizzes
  • Lessons
  • Courses

Each CSV file has several example rows present to help you understand the expected data format for each importer.

Notes on the importers:

  • Column headers must match the templates exactly. Do not rename, remove, reorder, or add spaces to column names, as this may cause imports to fail. E.g. VideoURL will not work, but VideoUrl will work.
  • The templates demonstrate which fields are required and which are optional. In many cases, only a Title is required, with additional fields available to provide more configuration or content.
  • We strongly recommend using ExternalId values from your source platform to maintain relationships between records. This can be very helpful when there is a risk of having more than one item with the same title (which can be common with Quiz questions)
  • ExternalId values must be unique within each importer.
  • Some fields (such as Curriculum and Questions) require JSON arrays. Refer to the templates for examples.
  • In the JSON arrays, related records can usually be linked using either a Title or an ExternalId, though ExternalId is preferred.
  • Boolean values should be provided as TRUE    or FALSE    (uppercase).
  • Ensure all referenced records exist in the migration data provided (for example, Courses referencing Lessons or Quizzes).
  • Some clients may have custom fields that are not included in the standard templates. Your implementation team will advise if these are required.
  • Our team can review migration files before import and identify any formatting or data issues that may prevent a successful migration.