---
title: "Importing Custom Data in Professional Learning"
slug: "importing-custom-data-in-strive-professional-learning"
updated: 2025-05-21T23:03:40Z
published: 2025-05-21T23:03:40Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Custom Data in Professional Learning

Professional developlemt administrators can upload custom data imports for mass credit management. Once you create templates in the importer, you can reuse the same template with matched column headers for future uploads.

Using the **Import** **Custom Data** feature does not create a new course in Course Management. Instead, it imports credits in bulk, which appear in the system as an outside credit request. To view the imported credits, view the staff portfolio.

## **Accessing the Import Custom Data Feature**

Select **Settings**from the main menu and then select **Import External Data**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(5).png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(6).png)

## **Creating a Template**

On the Import Custom Data screen, select **Create Template** and then follow the prompts in the **Template Editor** to build your template.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(7).png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(8).png)

### **Step 1: Define your import template**

1. Enter the **name** of your template.
2. Select **Choose File** to upload your **CSV** file with data.
3. Locate the file on your computer.
4. Select the **Upload** button.
5. Once the name of the file appears next to **Choose File**, select the **Next** button.
6. After selecting next, a list of the potential schema (data matches) appears on this page. Click **Next**again to address matching column headers with data.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(9).png)

### **Step 2: Match course and user columns**

1. Use the **drop-down menus** to match required data fields to columns in your uploaded file. The **Next** button will not be active until all columns are matched.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(10).png)

1. Click **Next** when columns are matched.

### **Step 3: Match credit columns**

1. Select the column of data to match the **Credit Type** that represents the credit type to be awarded.
2. Select the **checkboxes** next to the specific credit type(s) to be awarded in the upload. You can award multiple credit types at the same time.
3. Click **Next**when this step is complete.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(11).png)

### **Step 4: Final step**

1. The system validates imported data files. Select **Yes** to validate and click **Finish**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(12).png)

The completed template is stored in your list of Existing Templates. It can be re-applied to another importer with similar fields. Use the **Template Editor** to create as many templates as needed.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(13).png)

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(15).png)

## **Tips for Creating Your Template**

- The comma delimited file (CSV) must contain the following columns:
  - Course Title
  - Start Date
  - End Date (If the end date is unmatched, it will be set the same as the start date.)
  - User Email
  - Credit Type
- If your CSV file has more columns than the above-listed minimum, the process still runs.
- The Credit Type column must list the value of the credit in hours.
- If a course has more than one credit and the credit value is the same, you can connect the column to more than one credit type.
- If a course has multiple credit types with different credit values, each column must be listed separately with the credit value included.

Below is an example spreadsheet of how the CSV file provides credits to multiple users participating in multiple courses with different types of credits awarded.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(16).png)

Column A is the title of the course.

Column B is the Start and End date of the course.

Column C is the User Email and identifies who will receive credit.

Columns D-G are the Credit Types in Strive.

- The header of the columns is the actual credit type.
- The cells in columns D-G reflect the number of credit hours awarded for each credit type.

> [!NOTE]
> **Note:** If a user has not gained credit, the appropriate column must have a 0 in the field. Empty credit fields cause an error when importing.

## **Uploading a New Import Using a Template**

**Step 1**: Select the **template** **name** from **Existing Templates**.

**Step 2**: Select the **Import New File** button.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(17).png)

**Step 3**: Select the file to upload.

**Step 4**: Select **Upload.**

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(18).png)

**Step 5**: Select **Next**. You do not have to verify column data again using an existing template.

## **Removing a File and Associated Data**

**Step 1**: Select the **template** **name** from **Existing Templates**.

**Step 2**: Select the file you want to delete from **Data Files** list.

**Step 3**: Select the **Delete File & Data** button to remove the file.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/image(19).png)

Comma-Separated Values, a file format used for importing and exporting data, particularly in educational assessments. Spreadsheet programs such as Microsoft Excel or Google Sheets are commonly used to read and edit CSV files.