Updating Partners' Training Progress in Bulk

When multiple partner users are exempt from completing a Module, Course or Certification in the partner portal, or are unable to, you can use the Import Progress tool to manually confirm in a single action that they all completed it.

It's also useful to batch confirm training progress if the training was provided at a live training event, instead of in the partner portal.

Follow these steps:

1. Navigate to Partner Management > Learning Management > Training Progress.

2. Click Import Progress.

   

3. [Optional] Prepare the spreadsheet (CSV format) that contains the progress updates you want to upload, if it's not already available.

   The CSV file should contain the columns listed in the table below. You can click Download a template to get a sample spreadsheet. Delete the placeholder content in Rows 2 and 3 then add your updates - one row per update.

   Label	Description
   Email	The partner user's email address.
   Training Type	The type of content to update. Enter module, course or certification.
   Name	The name of the Module, Course or Certification, as listed in Unifyr Admin (Module Name or Course Name or Certification Name field).
   Date (yyyy-mm-dd)	The date on which the user completed the Module, Course or Certification. Ensure the date is given in the format shown in the label.

4. Click Select File and choose your CSV file.
5. Click Import.

6. Review Unifyr's analysis of the data and the requested import. Import Training Progress shows three records that confirm how many records can be imported, and how many can't. Each set of records can be downloaded.

   

   • New - the number of rows that are ready and suitable for import
   • User already completed - the number of rows for partner users that have already completed the specified Course or Certification.

   • Errors - the number of rows that have errors.

     If you download the file of entries that contain errors, the reason for the error is given in Column E of the file. You can fix the errors and re-upload this file separately from your original import (remove the error detail column before re-uploading).

7. Click Import.

   You will see a confirmation that the import is proceeding, and a success report when it is complete. Once complete, the partner users' entry/entries on the Training Progress list show that they completed the specified Module, Course or Certification on the given date. The Training section of each one's Partner Details view in Partner Explorer also lists the completion.