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Transcript Import Feature
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The Transcript Import feature allows portal administrators to add up to 10,000 new training history records per upload to their LMS. Instead of using the
Add New Transcript
option to manually create each new record, administrators can create transcripts in
batches by uploading historical data in a Comma Separated Value (CSV) file.
Download a blank import template here:
Transcript Import CSV template
. A link to the most current template is also available from the
page via the online Help (?) icon in the LMS header.
Prepare the Transcript import file
The CSV file must be submitted in the standard template format that contains user, course, and transcript information.
All columns must remain in the uploaded file without changes to column order or column headings.
The filename of the CSV file must not contain any spaces. Dashes (-) and underscores (_) are acceptable.
New transcripts will be created for each entry in the file, this tool
edit any existing transcripts.
Must be a valid user with primary profile in portal.
Must be a valid course code for an existing course within the portal. The course does not need to be active.
Must be on or before Score Date, in format
Must be on or after Enroll Date, in format
Number between 1-100. Only use a whole number and do not include special characters, such as %, as they will cause the import to fail.
Supported statuses are listed below. Process requires exact text match for successful import.
Attend No Bill (Pass)
Enter a date in format
mm/dd/yyyy if this transcript should be loaded as expired or expiring in the future. Must be on or after the Enroll Date and on or after the Score Date.
Number between 1-100. On some LMS pages this will display in the field Written Score.
Number between 1-100. On some LMS pages this will display in the field Practical Score.
The code representing the location to be associated with the user's transcript.
upload the Transcript import file to the lms
The CSV file name
include spaces or the import process will fail, even with valid transcript data.
Once the file has been prepared for upload, from the Administration left navigation menu, select
Imports > Transcript Import
button to select your import file, then click
Process Transcript Import
Administrators will receive a confirmation email, typically within a few minutes of initiating, to let them know that their file was accepted and processing is in progress. Once the import process completes, administrators will receive a second email titled "LatitudeLearning Data Import Exception Log" with an attached Excel file. The file contains information about successfully imported transcripts, and lists any import errors as failures, but at this time, does not include the specific data or other reason that is causing the failure. (