Help · Records · Supervisors and above

Import training history

Bring the completions you already have in from a spreadsheet so due dates start from the real history, not from today.

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Steps

  1. Export your current records to a CSV with one row per completion: employee ID, item, completion date, instructor, and the hours if you have them.
  2. Open Admin, Integrations, Import, paste or upload the CSV, and read the preview: it names every row it cannot match and why. In the app: /admin/integrations/import
  3. Fix the rows it names (an unknown employee ID, an item name that does not match) and import again; nothing is written until the preview is clean.
  4. Imported records are marked as imported with the source; the originals stay your evidence for those dates.

Also in Records

Inside the product the same answer is one click away: the compass button in the corner of every page (Compass, or whatever your shop named it) finds this article and opens the page it names. Still stuck? Write to support; business days, one business day to answer.