To get data into and out of the system, particularly large amounts of data, you can upload (import) or download (export) files. For descriptions of data files you can upload, see Data File Descriptions.
To import files, follow these steps:
From Setup > Import / Export Data, open the task list and select Import / Export Data. Click Start.
Select the type of file you want to import.
Click Choose File and navigate to the file you want to import. You may select Ignore Error Threshold (when available). You can provide email addresses of persons who need to be notified when the task is complete.
Click Process.
If you import multiple versions of a file, then the data in the system will be updated to reflect any changes to existing records and to add any new records. |
After you import a file, you will see it listed at Setup > Import / Export Data. The Status column displays if the import was successful or not. The following is a list of possible file statuses:
| Status | What it means | Action |
|---|---|---|
| Complete | File is successfully imported. | No further is action needed. |
| Pending | File is being processed. | Wait until processing is complete. |
| Complete with issues | File was uploaded, but there were problems with some of its contents. | Refer to the View File Details section to learn how to download files and review records with errors. Make any necessary changes and upload the updated file. |
To export files, follow these steps:
From Setup > Import / Export Data, open the task list and select Import / Export Data. Click Start.
Select the type of file you want to export.
Click Process.
After you export a file, you will see it listed at Setup > Import / Export Data. If you want to download the file, see the View File Details section.
To view information about available files, follow these steps:
From Setup > Import / Export Data, select the check box next to the file(s) you want to know more about. You can use the Search box to narrow your search to only files that contain the text you enter.
Open the task list and select View File Details. Click Start.
View listed details about the file(s) you selected. If you selected more than one file, then select the file you want to view from list on left. To download the file, click Download File.
To fix the issues before importing the file again, review the files in the Errors section, make changes, and repeat the steps in the Import Data section.
Depending on the task you are performing, you can also enter data directly into the system.
Your program works together with Pearson to clearly define the content and layout of your data files. Users authorized to import data files are provided instructions for creating file formats specific to your organization and populating them with correct data.
For more information, see Data File Descriptions and Data Field Descriptions.