Import learning resources

Learn how create an Excel file with learning resources to import into CompetencyCore

In this article:

To import learning resources into CompetencyCore, you need to create a file that CompetencyCore can read. A separate import file is needed for each resource type. If competency and level names don’t match the names in CompetencyCore, the import will fail. 

Step 1. Open a new excel file

Enter “Competency” in Column A as the header. Enter “Level” in Column B as the header and leave the rest of the column blank. You only need to fill this column out if you’re importing resources mapped to specific proficiency levels, which we’ll explain in step 3.

Creating a learning resource Excel file

Step 2. Add headers

Change the remaining field headers to your desired names such as Name, Provider, and Link. These fields do not need to already exist in CompetencyCore. They will appear in order from left to right, so the first field should be “Name”, followed by the others. The content you enter in these fields appears in PDF feedback reports. The more fields and content you add, the more space they’ll take up in the reports.

Caution: Include https:// or http:// in links or else they won’t be clickable.

Adding headers to the Excel file

Step 3. Map to specific levels

Contact your Client Success Specialist at HRSG to turn on the setting so you can map to levels.

  • To map a resource to one proficiency level, enter the name of the level in column B.
  • To map a resource to multiple levels, enter the name of each level in column B, separating each with a forward slash (Level 1/Level 2/Level 3).

Mapping a learning resource to multiple proficiency levels

Note: Multiple competencies can’t be associated to the same resource in the spreadsheet. Associate additional competencies directly in CompetencyCore after importing, or recreate the same resource in the spreadsheet and associate a different competency.

Step 4. Save the file in UTF-8 CSV format

Click Save as and select CSV UTF-8 (Comma delimited) (*.csv).

Saving the Excel file as a CSV file

Step 5. Upload the file

  1. Navigate to Learning Resources.
  2. Click the 3-dot icon on the right of the page and choose Import from Excel.
  3. Click Choose File, select the Excel file, and click the Import button.

Uploading the Excel file

Step 6. Select a resource type (or create new)

Select a category for the resources. Select an existing resource type or select Create New.

Selecting a resource type

Step 7. Select field types

Create new: If you’re creating a new resource type, enter a name and description and click Next. You’ll see a list of the columns in your Excel file. Select a field type for each one. To use embedded hyperlinks or text formatting, select a text area. For plain text in small amounts, select a text box.

Add to resource type: If you’re adding learning resources to an existing resource type, a list of the fields on that resource type appears. Select an Excel field to map to each one.

Mapping Excel fields