The Imports screen in the admin dashboard allows admins to bulk import users, content view data, and legacy SCORM course data to Fuse, as well as change manager-reporter relationships in bulk by importing a CSV file.
| Info |
|---|
Fuse does not support CSV files with UTF-8 encoding. You must save it as a standard CSV file. |
The Imports screen consists of the following tabs:
| Table of Contents |
|---|
Bulk import of users
The Bulk import of users tab allows admins to:
- Add new users to Fuse by importing a CSV file.
- Make changes to the details of multiple existing users by importing a CSV file.
| Info |
|---|
You cannot add profile pictures to users during import. This can only be done after users have been imported to Fuse. |
Important information
Take note of the following points when formatting the CSV file:
- You do not need to add headers at the top of each column in the CSV file. You will be prompted to map existing Fuse profile fields to each column during the import.
- When importing new users into Fuse, the CSV file must include each user's username or email address in order to import successfully.
When making changes to existing users, the CSV file must contain a user's username, email address or Fuse ID (User ID).
An existing user's ID is visible in the URL of their Personal settings page:
- Non-mandatory user information in the CSV differs for each organisation and is based on the custom profile fields that have been set up in an organisation's Fuse instance. For example, some organisations may include information such as a user's first and last names, location, and employee number in the CSV file because there are fields in each user's profile that display this information.
| Info |
|---|
|
To import users using a CSV file:
- In the Bulk import of users tab, click Import from CSV
- A window appears allowing you to search for and upload the CSV file.
- Select the CSV file and click Open.
The Tweaking the import screen appears.
- [Optional] Under Ability options, select one or more of the following configurations:
- Add new users: Assigns new user IDs to all imported users.
Update existing users: Profile details for existing users are updated based on the information in the CSV file.
Info Existing users are Fuse users with a username or email address that matches the information in the CSV file.
- Under Manager options, select one of the following configurations:
- Add managers to existing managers list: Users marked as 'managers' in the CSV file are added to the managers list on the company instance.
Replace existing managers with new managers: Users marked as 'managers' in the CSV file replace existing managers on the company instance.
[Optional] Under Welcome email, select Send new users welcome email if you want a welcome email to be automatically sent to all newly-imported users.
Warning If you select the Send new users welcome email option, the password for all newly-imported users is reset. In the section below Welcome email, select labels from each dropdown, to correspond to the categories of information provided for each user in the CSV file, such as username and email address.
Info The available labels correspond to the custom profile fields created during the company on-boarding process.
Click Import users.
The users are added to Fuse and the CSV file is listed on the table in the Bulk import of users tab.
If you have imported new users, they will appear on the Manage users screen.
If the file fails to import successfully, you can download a report containing a list of errors by clicking the number in the Errors column. In the example below, 1 error was found in the CSV file.
The table in the Bulk import of users tab displays a list of completed user imports, as well as those that are currently in progress. The following information is displayed for each CSV file:
| Item | Description | |||||
|---|---|---|---|---|---|---|
| File | Displays the name of the CSV file used to import users to Fuse. The following options are available in the File column:
| |||||
| Progress | Displays the current user import progress. For example, if the import has completed, the progress bar will show 100%.
| |||||
| Errors | Displays the number of errors that occurred during the import process.
| |||||
| Created | Displays the date and time the CSV file began importing. For example, 01 July, 2019, 16:41. | |||||
| Author | Displays the name of the user who imported the CSV file. For example, James Evanston.
| |||||
| CSV | Click Download to download the CSV file.
|
Views dataloader
The Views dataloader tab allows admins to bulk import view data for existing items of Fuse content. When importing view data for an item of content, you must provide the ID of the content, the ID of the Fuse user who has viewed the content, and the date they viewed the content.
| Info | ||
|---|---|---|
| ||
When an organisation migrates from their previous learning management system to Fuse, they will often migrate all of their content and users. However, when content is migrated across, historical data for that content such as view data (records of when a user has viewed an item of content) might not be included. The Views dataloader tab allows admins to bulk import view data for content that has been migrated to Fuse. |
| Info |
|---|
An example CSV file, showing how the data should be formatted when importing content views to Fuse, can be downloaded here. |
CSV files imported in the Views dataloader tab must contain the following header labels:
| Header | Description | ||
|---|---|---|---|
user_id | The ID of the user who viewed the content.
| ||
content_id | The ID of the content that was viewed.
| ||
| datetime | The date the content was viewed.
|
| Info |
|---|
The CSV file can contain up to a maximum of 500 rows when importing view data into Fuse. |
To import content views to Fuse:
- In the Views dataloader tab, click Import from CSV.
A window appears allowing you to search for and upload the CSV file. - Select the CSV file and click Open.
The CSV file is imported and Fuse will begin processing it. To check if the view data has been added to a particular item of content, click the Views tab on the content's homepage.
Info If the CSV file fails to import successfully, an error message is displayed providing further information.
For example, a CSV file cannot be imported if any of the mandatory CSV headers (listed in the table above) are missing or spelled incorrectly.
Managers and reporters
The Managers and reporters tab allows admins to assign managers to another user or assign reporters (users who are subordinate to another Fuse user) to a manager via a CSV import.
CSV files imported in the Managers and reporters tab must contain the following header labels:
| Info |
|---|
An example of what a CSV file might look like when changing manager-reporter relationships can be downloaded here. |
| Label | Description | ||
|---|---|---|---|
| user_id | Enter the user ID of the manager or reporter being imported to Fuse.
| ||
| type | Specify whether the user being imported is a manager or reporter. Enter one of the following:
| ||
| manager_or_reporter_id |
|
To import a CSV file containing changes to manager/reporter relationships:
Under Manager options, select one of the following configurations:
- Add managers to existing managers list: Users marked as managers in the CSV file will be added to the managers list on the company instance.
- Replace existing managers with new managers: Users marked as managers in the CSV file will replace existing managers for the user they are assigned to.
Click the Import from CSV button.
The CSV file is imported and it will begin processing.
To check if a user's manager or reporter relationship has been updated, you can view the Manager/Report details section in the user's Personal settings screen.
Info If the CSV file fails to import successfully, an error message is displayed providing further information.
For example, a CSV file cannot be imported if any of the mandatory CSV headers (listed in the table above) are missing or spelled incorrectly.
Events
The Events tab allows admins to bulk-import event records to Fuse using a CSV file. Details that can be imported include start and end dates, participating users, and host information.
| Info |
|---|
An example CSV template can be downloaded by clicking the Download template button. |
| Warning |
|---|
If the information imported from the CSV file does not precisely match the event details, including capitalisations, a new occurrence is created. |
The CSV file must contain all the following header labels, even where the data is optional:
| Header | Data | ||
|---|---|---|---|
community_id | The ID of the community in which the event exists.
| ||
| owner_id | The user ID of the event owner.
| ||
| event_name | The name of the event. For example, All employee training day. | ||
| event_description | The description of the event. | ||
| starts_at | The date and time the event started.
| ||
| ends_at | The date and time the event ended.
| ||
| location | The location of the event. For example, The City Conference Centre. | ||
| advertisement_code | Unique code to identify the event (If one has been specified). | ||
| user_id | ID of the user who participated in the event.
| ||
| pass_status | Displays the pass or fail status for the user, if the Enable pass & fail for this course option is enabled.
| ||
| internal_host_id | Internal host ID.
| ||
| external_host_name | The name of the user hosting the event, who is external to your organisation. For example, David Johns.
| ||
| external_host_email | The email address of the user hosting the event, who is external to your organisation. For example, david.johns@email.com.
| ||
| creator_approval_required | Whether or not creator approval is required when users apply to join the event. This can be TRUE or FALSE.
| ||
| manager_approval_required | Whether or not a user must seek approval from their manager before being able to join the event. This can be TRUE or FALSE.
| ||
| specified_approval_required | Whether or not a specified Fuse user (who is not the event owner or the user's manager) must give permission for a user to join the event. This can be TRUE or FALSE.
|
To view imported events, either:
- Under Events import info, click the name of the CSV file.
- Under CSV, click the Download button.
Survey scores
The Survey scores tab was used by admins to import survey assessment scores to Fuse using a CSV file.
| Warning |
|---|
Survey assessments were used by clients to obtain qualitative feedback from their users. This has now been superseded by the Surveys feature and will be deprecated in the near future. |
SCORM courses
The SCORM courses tab allows admins to import SCORM course data to Fuse in bulk, using a CSV file. For example, an organisation might want to import legacy completion data for a SCORM course that has been imported to Fuse from a legacy learning management system.
| Info | ||
|---|---|---|
| ||
|
The CSV file must contain the following header labels:
| Info | ||
|---|---|---|
| ||
|
| Header | Data | ||||
|---|---|---|---|---|---|
| user_id | The ID of the user who participated in the SCORM course. This data is mandatory and must be present in the CSV file.
| ||||
content_id | The content ID for the SCORM course. This data is mandatory and must be present in the CSV file.
| ||||
| started_at | The time the user started the SCORM course.
| ||||
completed_at | The time the user completed the SCORM course.
| ||||
| cmi.core.lesson_status | If the user has completed the SCORM course. The following statuses can be entered:
| ||||
cmi.core.score.raw | The raw score for the SCORM course. For example, 100.
| ||||
cmi.core.score.max | The maximum number of points the user can receive for the SCORM course. For example, 100.
| ||||
cmi.core.session_time | How long it took the user to complete the SCORM course.
|
To import a SCORM course:
- In the SCORM courses tab, click Import from CSV.
A window appears allowing you to search for and upload the CSV file. - Click Open.
The CSV file is imported and Fuse will begin processing it.
To check if a user's completion data has been added for a particular SCORM course, you can:Create and run a SCORM courses report for the relevant SCORM courses.
Check the Certificates tab on each user's profile screen. For example, if the user has completed the SCORM course, a certificate will be listed in their Certificates tab with the date of completion.
Info If the CSV file fails to import successfully, an error message is displayed providing further information.
For example, a CSV file cannot be imported if any of the mandatory CSV headers (listed in the table above) are missing or spelled incorrectly.