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  1. Help Center
  2. Perform & Engage 365
  3. Bulk upload

Upload training records to Perform & Engage 365 in bulk

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Introduction

Required role: Super admin.

You can add a large number of training records at a time via bulk upload to Perform & Engage 365.

You download a CSV template file, populate it with the relevant data, then upload the file into Perform & Engage 365.

Additionally, if you also use Learn365, you can sync training in Learn365 with Perform & Engage 365. When configured, you'll see assigned, in progress, and completed courses and training plans in Perform & Engage 365 training screens and components, including conversation templates. For more information on setting up the integration between Perform & Engage 365 and Learn365, see this article.

 

Add training records in bulk via file upload

1. Select the cog icon > Bulk Data Upload. The Bulk upload page opens.

2. Select the Training Record tab.

3. Select the sample file link in the introductory text of the Training Record section to download the CSV template file.

4. Populate the template file with the relevant information. For more information, see Populate the CSV template file.

5. Go to Upload the populated CSV file.

 

Populate the CSV template file

Populate the CSV template file with the relevant training record data, one training record per row.

 

IMPORTANT   

  • To ensure the imported training data can be used effectively and to assign it to the correct user, you must enter the data precisely.
  • The user's email address and other data must exactly match the information recorded in Perform & Engage 365.
  • Entering incorrect or misspelt data may cause the upload to fail.
  • If the populated file contains at least one error, the upload will fail and no data will be imported.
  • Don't delete any mandatory columns in the CSV file.
  • The filename mustn't contain any periods (full stops) in the base. A valid filename would be Upload of training record data.csv. An invalid filename would be Upload of training record data 05.01.2025.csv.
  • Depending on how you edit the CSV file, you might be asked if you want to change the file type on opening or saving the file. Don't change the file type.

 

The following fields are mandatory:

  • Email. The email address of the user for whom you're adding a training record.
  • Package. The name of the training pack to which the training record relates. While this column must exist in the CSV file, you don't have to enter a package name.
  • Date started. The date on which the user started the training. Enter the date in YYYY-MM-DD format.
  • Date assigned. The date on which the user was assigned the training. Enter the date in YYYY-MM-DD format.
  • Title. The name of the training you're adding for the user.

Mandatory fields contain sample data. Overwrite this data with live data or remove the rows that contain sample data before import. The remaining fields are optional.

Once you've populated the file and carefully checked the data is accurate, you can upload the populated CSV file.

 

Upload the populated CSV file

Follow these steps to upload the populated file.

 

IMPORTANT   

Before uploading the file into Perform & Engage 365, ensure it contains all the necessary columns and the expected data.

 

1. To import the data, select Choose File.

2. Select the populated CSV file.

3. Select Upload.

If the populated file contains one or more errors, the upload will fail and no data will be imported.

Possible errors include the following:

  • "Upload failed: Missing required columns: package". This message is displayed if the populated file is missing a mandatory column. In this example, the package column is missing.
  • "Upload failed: Invalid column name: <column name> - Valid column names are [includes, id, email, package, date started, date assigned, title, date completed, approval date, approval person, justification text, rejection text, is rejected, rejected date, rejected person, custom status, external record, title, send email]." This message is displayed if the populated file contains an invalid column name, where <column name> is an invalid column name.

If the populated file contains the correct mandatory columns, the Bulk Upload Training Record dialog opens. Here, you'll see detailed information about the number of training records in the file, the number of data errors, and the number of training records that will be created. For more information, see Review the data in Perform & Engage 365 before upload.

4. Once you've reviewed the data and you're ready to proceed, select Upload.

If the import is successful, you'll see a success message that shows the number of training records that were created.

Uploaded training records are marked as Pending and Managers will need to approve them.

5. Check all training records were created successfully via Organization > Training > All Training.

 

Review the data in Perform & Engage 365 before upload

You can review the data before uploading the populated file to Perform & Engage.

Follow steps 1 to 3 in Upload the populated CSV file. The Bulk Upload Training Record dialog opens.

When the Bulk Upload Training Record dialog opens, a pre-import validation process runs and any identified errors in the CSV file are shown automatically.

You'll see the following pre-import information:

  • Processed. The number of rows (training records) in the populated CSV file.
  • Errors. The number of rows in the file that contain errors. There might be multiple errors for a single row. Cells that contain errors are highlighted. Hover over highlighted cells for more information about the errors.
  • To be created. The number of new training record rows in the file that contain no errors, which corresponds to the number of training records that would be created if you uploaded this file. Rows that contain errors aren't included in this number.

If the populated file contains at least one error, the upload will fail and no data will be imported. You'll need to resolve the errors in the CSV file before you upload it.

With the Bulk Upload Training Record dialog open, you can correct the errors in the CSV file, save it, then select Validate to rerun the pre-import checks. Alternatively, you can correct the errors in the CSV file, save it, then return to the Bulk Upload Training Record dialog another time.

Use the navigation tools at the bottom of the dialog to switch between pages. At the bottom of the screen, you'll also see where you are in the list.

 

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