How do I update learner data using the Download & Sync method?

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The Upload/Edit Learners tool is an easy and automated tool for keeping your LMS Dashboard data current and up-to-date. The tool enables you to update existing learners or add new ones manually, through a spreadsheet template.

To Download & Sync:

  • Click on the Upload/Edit Learners link under the Register & Assign column in the LMS Dashboard Homepage.
  • Decide what the Upload/Edit Learners tool should do with blank cells, either ignore and leave existing data or overwrite existing data & make cell blank.

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  • Choose Download and Sync Spreadsheet from the drop down box.
  • Click on the green Download Spreadsheet button to download the template from your LMS. Enter new learners and update existing learners in the spreadsheet. The unique key column and data should never be altered as it is used to match data. 
  • The LMS will only accept letters, numbers and the following characters: % @ ~ * () {} + - _ ; : ' . , . Any other characters are not supported.
  • Save your updated spreadsheet to your computer in Microsoft Excel (.xls) format. When your spreadsheet is ready for upload, click the orange Next button.

  • Choose the file you wish to upload from your computer, then click Next

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  • The Key Validation Screen will appear for you to confirm the number of New versus Edited Learners. If the number appears incorrect, click the orange Back button to start over after you adjust your spreadsheet. If the number appears correct, click the orange Next button to upload the spreadsheet.

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  • When the system detects that a learner is in the system but not on the spreadsheet, the upload tool gives you the option to "Deactivate Learners not in the Spreadsheet." You can proceed by NOT deactivating (click Next) or deactivating (click deactivate x Learners) the learners in question.

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  • The Upload/Edit Learners Preview will show you a preview of the list of learners that are new or those with updated information. The action column will display "Add Learner" for a new learner or "Update Learner" along with any data edits in a red box for existing learners. Please note, a maximum of 50 learners is shown in the preview. Once you are satisfied with the list, click the orange Submit button to upload the information.

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  • Upon completion, you will receive a "Success!" message along with the option to Assign Courses through the Assign Courses Tool. Your new learners have now been uploaded, learner data has been edited and the upload step is complete.

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Comments

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    John

    What is the maximum row that can be uploaded?