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Import training categories
- 1 Minute to read
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Import training categories
Open the menu Settings > Data import
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Import training categories
File format
Select the file format for this import: CSV file, Syfadis format, training categories. The import format is a CSV file -therefore in text format. The encoding is ANSI by default, but it can be changed.
Choose a separator for columns that can contain several values, by default this is the " | " character.
Choose the column separator character (usually a "," or "; ").
Check or uncheck the 2 options checkboxes:
Import the first line of the file (which is often the column labels).
With preview of the result. This allows you to view the import prior to the actual import.
Options of responsibility of the operations. Check the boxes to enable import insertions (or creations) or updates for this import.
File contents
The columns taken into account in the file to be imported are defined in a configuration parameter in the configuration page, node Data import Training.
This setting is Column order for CSV file, training topics and has the default value:
ExternalId; Name; Father_ExternalId; Code
The order of the columns is important for the import mechanism!
For each line of the file, there are a few rules :
The ExternalId and Name fields are required otherwise the data is not imported (read).
The order of the columns is fixed. If you don't have any information to put in a column, you should leave it blank, don't delete it.
Here is a description of the columns provided in the import file:
Columns | Mandatory | Multiple Values | Explanation |
ExternalId | X | Theme identifier – not visible in the software, this is a technical identifier that allows updates to be made during successive imports. | |
Name | X | Name of the course | |
Father_ExternalId | Parent Theme ID – Possible Values:
| ||
Code | Theme Code |
Additional column information:
Father_ExternalId: If no value is specified, the theme will be placed at the root of the theme tree. If the parent's ID is entered and it does not correspond to an existing theme in the application, the theme will also be placed at the root of the tree.
When importing, the imported theme will be linked to the current domain.
Settings
The license
No license
Privileges
Privilege | Location | Scope |
Import data (files) | Parameters | Application |
Configuration settings
Configuration parameter | Location | Default |
Column order for CSV file | Data import Training courses | ExternalId; Name; Father_ExternalId; Code |