You can use .csv files to bulk import data in your eFront system.
To perform a CSV import, log in as Administrator, and from your Administration panel go to 'Maintenance' (1) -> 'Import from CSV' (2).
Selecting on Import from CSV option will get you to the corresponding function. Let's go through all available options one by one.
- Data type (3): You may choose the type of data that you want to import. The available options are:
- Users: use this option when importing users
- Courses: use this option when importing courses
- Lessons: use this option when importing lessons
- Locations: use this option when importing locations
- Training Sessions: use this option when importing training sessions
- Branches: use this option when importing branches
- Jobs: use this option when importing job positions
- Groups: use this option when importing groups
- Skills: use this option when importing skills
- Audiences: use this option when importing audiences
- Course assignments: use this option when importing assignments of users to courses
- Curriculum assignments: use this option when importing assignments of users to curriculums
- Training session assignments: use this option when importing assignments of users to sessions
- Skill assignments: use this option when importing assignments of users to skills
- Job assignments: use this option when importing assignments of users to job positions
- Group assignments: use this option when importing assignments of users to groups
- Available fields (4): This field shows you information about the required data and its format in your .csv file when you want to perform the corresponding import.
You shall notice that each time you select a data type, the information displayed in the available fields do change, to show you the correct formatting for your data. You may also click to download an example of a .csv file.
Notice that available fields have a dashed underlining, which indicates that hovering your mouse on them, will display a tooltip with all available information regarding the corresponding field (such as available or valid values, etc).
- Duplicates (5): Select how you want the system to treat duplicate entries. You may choose to either ignore them or replace the first entry with its duplicate.
- Date format (6): In case the data you want to import contain date fields you may choose the appropriate format for your date fields.
- Suppress notifications (7): Select this option if you want to suppress any notifications that might be sent by the system automatically. For example, if in your system you have enabled a notification to be triggered each time a user is assigned to a course, and you are about to import a bulk of user assignments to that course, but you do not want course Instructors to receive a mass spike of notifications, you may choose to suppress any notifications.
- CSV data (8): Upload (or paste - if you would choose to do so by using plain text) your .csv file data.
Finally, you shall notice a note that the end of the page regarding the maximum import size in lines. You may change this limit from your system settings, section Debug & Performance (see more here).
Note 1: In case you use non-Latin file names in your installation you have to set the Encode non-Latin file names to value too. If you're on a Windows server, its filesystem does not support UTF-8, so if your users will be uploading files with international characters, you should set the encoding to UTF-IMAP. Linux/Unix servers should set this to UTF-8 (without BOM).
Note 2: Using the 'Replace' for duplicates will replace the current values with the values in the CSV. Therefore, if you are importing Course Assignments it will replace the currently assigned courses with the ones available in the CSV file. If you want to keep the existing assignments and assign the ones in the CSV file too you need to use 'Merge' for duplicates, which will update the current values with the ones you are importing.