With the continuing education credit import tool, admins can view, add, and maintain education credits. Members can also access, add, and export their education history. Additionally, admins have the ability to import a .csv file to import continuing education credits in bulk.
In this article, you'll find step-by-step instruction on how to use the continuing education credit Import tool works. If you'd prefer to watch a video to guide you through the full process, watch the video below:
To upload continuing education credits
Navigate to Database > Profile Imports > Continuing Education Credit Import.
In your .csv file, the first row must contain a unique identifier. You can use either the Member Number or Username attribute. The first row must also contain your continuing education credit fields. Click Download Credit Import Template to make sure your import file is set up correctly.
Once your .csv file is ready, click the Upload A CSV File button and select your file.
Then, click Import Uploaded Credits to assign credits. Click Reset Upload to upload a different file.
Next, In Report Details, you can see which credits were added successfully, and any errors that occurred during the import.
If you don't see anything at first, refresh the page to track the import's progress.
When the import finishes, you can see which rows had errors. Click Export Rows with Errors to download a spreadsheet containing just the rows with errors. You can correct, then reimport, this file.
To access the export, navigate to Reporting > Exports in your admin dashboard.
You can access the export for 24 hours. If your import doesn't contain any errors, all of the continuing education credits from the .csv file were added to the continuing education transcript of the designated profile owners.
Click here for more information on the continuing education transcript feature.