With the continuing education credit import tool, admins can add and maintain continuing education credits in bulk from a .csv file. Members can also access, add, and export their own education history.
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Video tutorial
This article provides step-by-step instructions for the continuing education credit import tool. To see the full process demonstrated instead, watch the video below:
Uploading continuing education credits
In your .csv file, the first row must contain a unique identifier—either the Member Number or Username attribute—and your continuing education credit fields. Select Download Credit Import Template to confirm your import file is set up correctly.
- Go to Database > Profile Imports > Continuing Education Credit Import.
- Select Upload A CSV File, then select your file.
- Select Import Uploaded Credits to assign the credits. To upload a different file instead, select Reset Upload.
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In Report Details, review which credits were added successfully and any errors that occurred during the import. If the report is empty at first, refresh the page to track the import's progress.
- Select Export Rows with Errors to download a spreadsheet containing only the rows with errors. Correct the file, then reimport it.
- To access the export, go to Reporting > Exports in your admin dashboard.
The export is available for 24 hours. If your import has no errors, the import adds every credit from the .csv file to the designated profile owners' continuing education transcripts. For more about transcripts, see Continuing education transcript.