We recommend that you take a look at our Import Specifications before uploading to make sure that your import files are in a valid format.
Creating your Import File
Before you can upload an import file, you will need a valid file to upload. Depending on the import specification for your record, this will be a CSV or XLSX spreadsheet.
To create the import file, open a blank spreadsheet and copy all the desired Column Names into the top row of the spreadsheet. You can then enter the data for each record underneath the relevant columns, with a row for each individual record. Make sure that the data entered is in the correct Format for each column.
Selecting Upload from the top-right corner of the Import List will open a window where you can upload a new file to import. You will need to choose an Import Type to indicate what data the file contains:
To attach the file, either drag and drop it into the File field or select the field to open a window where you can browse for the file.
Once you have added the file, select Upload to finish. What happens next will depend on whether you are importing an individual record or multiple records:
If you are importing an individual learner, applicant or organisation, you will be taken to the New Record window for that record type, where you can Create the Record from the import data. The import file will be added to the Import List with a status of Pending until the record is created.
If you are importing multiple learners, the import file will be added to the Import List with a status of Pending. You will then have to Create the Record for each learner.
If you are importing multiple applicants or organisations, or payments, reviews, off-the-job hours or RAA candidates, the import file will automatically generate new records for each valid item. Once this process is finished, you will be shown a window displaying how many records were created and a link to download the Result File. The new records will also be given a custom Tag indicating the date and time of the import, allowing you to filter the relevant record list to find them.