Import Course Enrollments with a CSV/XLS File (Enterprise)

Follow

Importing Course Enrollments

Enroll users into courses at your organization from the Course Enrollments tab on the Import page.

Screen_Shot_2018-05-31_at_14.28.30_PM.png

Note: Schoology is optimized to process imports and exports (auto or manual) most quickly between the hours of 7pm to 6am Eastern Time (ET) from Monday to Sunday. Imports or exports that are run outside of this window will be slower to complete. Schoology strongly recommends performing or scheduling all imports, exports, and bulk deletions during this time frame, including manual imports as well as scheduled auto-imports, for optimal performance.

Step 1 — Select file

The XLS or CSV file for import must contain the following columns:

Additionally:

  • Enrollment Type is a required column if you select Use Import File in the Enrollment Type drop-down menu.
  • Grading Periods is a required column if you select Use Import File above the Grading Period(s) menu.
Note: You may export a CSV of course sections from the Export area for a list of courses in your school with both a course code and section code/section school code.

Enrollment Type

Use Enrollment Type to determine whether the users in your spreadsheet are members (student) or admins (teacher) of a course. If your spreadsheet only has one type of user, you can select that type in the menu. For example, if the spreadsheet only has students, select Member in the menu.

If, however, your spreadsheet has users who will be assigned different enrollment types in Schoology, select Use Import File in the menu. The Schoology Enrollment Types (Admin or Member) display in the left column; enter the equivalent type from your spreadsheet in the fields in the CSV Value column.

In this example, Admins and Members are designated as 1 and 2, respectively, in the spreadsheet.

Import_Course_Enrollment_File.PNG

Grading Period(s)

Select the grading period(s) with which the course sections listed in the import file are associated. Two options are available: 

  • Click Select Periods to choose from a list of your Schoology grading periods. In the following example, the selected enrollment types are applied to the three selected grading periods.

  • Click Use Import File to match your Schoology grading periods to their equivalent values in your import file. In the following example, the existing Schoology grading periods display in the left column, and each equivalent from the spreadsheet has been added in the fields in the right column.

Note: You may export a CSV of course sections from the Export area for a list of courses associated with a particular grading period. Please note that users are enrolled in course sections, and course sections are associated with grading periods. If a section is associated with multiple grading periods, enrolling a user in that section will enroll that user in all grading periods associated with the section. To create unique rosters by grading period(s), please create course sections associated with appropriate grading periods. See Importing Courses above for more information.

Clear Enrollments Not in File

Selecting this option will locate existing course sections by Course Code and Section Code/Section School Code, clear existing enrollment in the course, and replace admin and members with users from the XLS or CSV file. Adding the same user back into the course will restore content created by that user in the course.

Note: To clear only the teacher in the course, import a file for the Enrollment Type, Admin. To clear only the students of the course, import a file for the Enrollment Type, Member.

Select File

Please select the XLS or CSV file that contains the enrollment information for import.

Step 2 — Match Columns

In the second step of the import process, match the information from a Schoology Field to each column in the spreadsheet to provision users into course sections in Schoology.enrollment_2.png

Confirm the match by verifying the Preview columns list the correct information.

Step 3 — Preview/Confirm

The third step of the Course Enrollment Import process, Preview/Confirm displays a preview of the import so that you can make adjustments prior to running the import. Schoology previews your import using the first 500 rows from your file. Successful results will display green indicators and errors will display red indicators.

Screen_Shot_2018-06-01_at_14.45.32_PM.png

  • Created Course Enrollments: Indicates new course enrollments that will be created once the import has processed.
  • Updated Course Enrollments: Indicates existing course enrollments that will be updated once the import has processed.
  • Errors: Indicates errors within the import process with details to help you diagnose the issue.

If the Preview/Confirm page displays an error, recheck your import file based on the feedback provided beneath the error. In the example above, the users cannot be found based on the User Unique ID provided in the import file. In this case, the admin would resolve the issue by checking the Unique ID in the import file against the Unique ID that appears in Manage Users for the user being enrolled.

Once you have resolved any errors, restart the import process again from Step 1 above. When the Preview/Confirm response looks correct, click Run to complete the import process for Course Enrollments. You will receive a green banner at the top of the Import page with a link to the Status Log.

Screen_Shot_2018-06-01_at_10.26.11_AM.png

Status Log

The Status Log displays the results of the import process, queuing status, and time of completion. Click the caret to expand details of each import process.

The color indicators represent successful enrollments (green), errors in the enrollment process (red) and changes to existing enrollments (yellow).

The time displayed reflects the timezone associated with your account.

Screen_Shot_2018-06-01_at_14.10.13_PM.png

If an error is displayed, click the link in the Rows Affected column for details about the error. The first 50 affected rows will display by default, to view all errors encountered, click Download Full Report.

Screen_Shot_2018-06-01_at_14.10.38_PM.png

Note: Schoology is optimized to process imports and exports (auto or manual) most quickly between the hours of 7pm to 6am Eastern Time (ET) from Monday to Sunday. Imports or exports that are run outside of this window will be slower to complete. Schoology strongly recommends performing or scheduling all imports, exports, and bulk deletions during this time frame, including manual imports as well as scheduled auto-imports, for optimal performance.

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk