Prepare the Import File

1. Download the import file for the specific import type.
2. Download or open the Compliance Import Instructions PDF.
3. Follow the guidelines in the Compliance Import Instructions PDF to add data to your specific file type.
4. After all data is entered, save the file in the .csv or .txt format. The file name should contain no spaces and no special characters.

Important Notes

• The import file size cannot exceed 10MB.
• If an import file contains a password column, data is not required. For new learners, the default password "Welcome" is used. For existing users, the password is not overwritten.
• In the Learner Import file, multiple values within the same category are accepted in Academy Standalone only.
  • Multiple values are separated by the ~ (tilde) character.
  • If a tilde appears before the first value, the values in the file are added to the field and do not overwrite existing values.

    

  • If NO tilde appears before the first value, existing values in the field are replaced by the values in the file and are overwritten.

    

• Only the active sheet in the Excel file is saved.