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 supported imports, including:

  • Users
  • Cohort (Organizations and sub-groups)
  • Quiz questions (Single Choice, Multiple Choice, Boolean, Drag to Order, Fill in the Blank, Matching Order)
  • Quizzes
  • Lessons
  • Courses
  • Groups (Learning Paths)
  • Enrollments

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

Some clients may have custom fields that are not included in the standard templates. Your implementation team will advise if these are required.

We strongly suggest our team review migration files before the first import of each type, enabling us to review and verify any issues, to reduce the likelihood of any migration issues.

Importer details (overall)

  • 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.
  • Any date values must be in the format MM-DD-YYYY  or YYYY-MM-DD
  • Boolean values are not case-sensitive, so TRUE  or true  and FALSE  or false  will all work.
  • Any referenced records  in the migration data provided must already exist in the system. E.g. Import Lessons before importing Courses, and import Users before importing Cohorts).

Importer details (specific importers)

  • Slug will be auto-generated if left blank.
  • Any items added to TagComposition must have already been added to the system as exact match.
  • In the Group, Course, Lesson or Quiz CSVs, Cohort is a reference field to link which Cohort owns the content. This is optional and rarely used.
  • In the Users template, Cohort and CohortAsOwner are commonly used, and refer to which Cohort/Organization/Group the user is a member of and/or an owner of.
  • In the Course Enrollment importer, Progress is a decimal, e.g. 0.85 is 85% complete. A blank value will create the enrollment with 0% progress.