Follow this quick video tutorial or follow the steps below.
Please click here for the data Submission Guideline.
Step 1: Click on the Roadmap tab.
Step 2: Once in your Roadmap, click on the campaign into which you wish to import your data.
Step 3: This will open a new tab with all of your campaign details.
Step 4: Click 'Add Contacts' on the left hand side of the screen
Step 5: Click 'Import Contacts' and select your data file (ensure it is saved as a CSV first)
Step 6: Make sure all your data fields are mapped (use the dropdown menus if they appear) and click 'Next'
Step 7: Your contacts should upload successfully. If not, you will be met with a message confirming how many learners have been uploaded successfully.
Step 8: If the import has gone through successfully, you will reach this page where you need to click 'Complete' in the bottom right hand corner.
Step 9: You can now see that the contacts have been imported.
You can click 'Preview Contacts' to bring up a window detailing the newly uploaded contacts.
Step 10: You're done!
Required Fields
There are some fields which are required for importing data into a campaign.
These are:
Student ID
First Name
Last Name
Mobile Phone
Course Title
Curriculum Area
Stage
Term
Without these in your CSV, you will not be able to import data.
To understand more about data imports and required fields, see our help article here.
Below are the submission templates, and guidance, to use when uploading any student data: