CSV Imports within Placement Management

CSV imports can be used to bulk upload placement records and sites instead of creating them individually within the system.  These files must be imported manually from the Placement Management tab.

 

How to manually import CSV files in Placement Management for Student Learning & Licensure (SL&L):

 

1. Log into a SL&L administrator account

2. Click Placement Management on the left navigation bar

3. Click the Imports tab at the top of the screen

4. Select Download Template to download a file with either existing placement or site data.

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5. Select the Term(s) that you will be importing placements for and click Download

5. A .zip file will be downloaded to your device that contains the import file. Edits, updates, and new records can be made within this file then saved as a .csv file

6. Click Import New File and select either Placement Data or Partner Sites 

7. Click Upload File and select the file saved in step 4, then click Import

8. The file will begin uploading and the status will display in the imports table

9. Once the file is processed the table will show a Success message if no errors were found.  If errors were found, click View Error Details to view a summary of errors by row.  Note that errors in the .csv will prevent the file from uploading.  See below for details

10. Correct the listed errors in the saved .csv and try the import again, starting at step 5.

 

A note about re-importing and changes

A spreadsheet that has previously been committed can be re-imported with changes, and those changes will be updated in the system.  However, there are two important things to keep in mind:

  1. The “Placement ID” and “Site ID” fields of the imports define the unique object in SL&L.  This means that once the ID is created, the ID value cannot be changed.    
  2. Fields that have previously imported values will be deleted if a re-import happens with those fields left blank.  In the same way that values can be updated, if a field is left blank, SL&L will update the field with a “blank.”  This means that once a field value has been imported, it needs to be maintained through all re-imports, unless its value is being changed.
  • Note:   For optional fields, it is not necessary to include a value in this field but the column header must remain in the spreadsheet.
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