Importing learners in Excel

Modified on Thu, 24 Oct at 11:03 AM

Please note, demo account customers should not import their own learner data. We have provided dummy learners for the purpose of demonstration.

We recommend CTF as the file type for importing learners rather than Excel. Please see here for guidance on how to do this.

Log into NOA.
Select Administration on the left-hand side menu.
Select Learners from the menu.
Select Import.

Select the hyperlink - download template.

This will download an Excel template which should be opened and then populated with the learner data.

The template contains notes accessible in the column headings to assist with filling in the learner data.

Ensure you complete the template for just the class or year group you wish to import.

Make sure all mandatory fields are completed – the mandatory fields have green headings

Do not delete or rename any columns on the template.

Once the template is completed and saved, select the select file to import button.

Browse and select the saved Excel file.
The selected file name will display - double check this is the correct file.

The learners in the file will be displayed in the table below.

If the file and data in it are valid, a notification that your file is ready to be saved appears and a ‘Save & Finish’ button is present.

Select Save & Finish to import your learners.

A message will display if errors have been found in the import.

A screenshot of a computer
Description automatically generated

Details of any errors can be found in the status column of the table. Entries with errors will be sorted to show first.

The message will state either:

Data missing

Data out of range - if the data imported is not in an acceptable format.

Details of the actual fields with the error will also be shown to make it as straightforward as possible to correct any erroneous data.

If a learner has data missing and out of range data, then missing data will be flagged on the first import and out of range data will be flagged when reimported.

Access the Required data and Troubleshooting articles to support you with successfully importing the file.

Review and note down error details displayed.
Correct the data and then resubmit the file.
When the learner data is ready to be saved select Save and finish.

The save and finish button will only display when the data is correct and can be imported into the portal.