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General Information ♦ Prerequisites ♦ Instructions ♦ Effects ♦ What's Next?


Pearson recommends importing or exporting/re-importing files that contain large amounts of data. Users can, then, access this data to update existing records and/or add new records.

Data files and fields may vary by program. For details, see Data File Descriptions and Data Field Descriptions.

Prerequisites

Your program works with Pearson to clearly define data file content and layout. Authorized users import data files using organization-specific instructions on file formats and data.

Step-by-Step 

You can choose to read or watch the instructions below.

(Click  to view image)

  1. From Setup, select Import / Export Data.

  2. Click Start and select Import / Export Data. 

  3. Select the type of file you want to import or export.

  4. Type or select the necessary details that apply. Depending on the file type, you may see options to extract specific data in the reports. You can see the selected export options in the Parameter section of the view file details.

  5. Click Choose File, and navigate to the file you want to import. You may select Ignore Error Threshold (when available).

  6. Click Process.

Effects

The system automatically sends an import-complete notification to designated email address, if previously provided.

After you import a file, you see it on the Import / Export Data page.

Status

What it means

Action

CompleteFile successfully imported.No further action needed.
PendingFile is processing.Wait until processing is complete.
Complete with issuesFile uploaded with some content issues.See View File Details for information on files and error records. Make any necessary changes and upload the updated file.

Such as, when the action occurred, if it was successful, who performed the action, etc.

  1. From Setup, select Import / Export Data.

  2. Select the checkbox next to the file(s) you want to know more about. 

  3. Select the task View File Details, and click Start.

  4. View listed details about the selected file(s).

  5. To download the file, click Download File.

What's Next? (Optional)

Review the files in the Errors section. Make necessary changes, and repeat the steps to import data.


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