About the Competency Data Loader
Applicable Product:
PeopleFluent Learning
Applicable Release:
All Versions
Summary:
With the Competency Data Loader, you can:
- Import competencies in bulk and add them to competency models
- Update and delete competencies in bulk
- Assign their proficiency level group
- Assign and de-assign learning modules required for competencies
- Update competencies' recognition and revocation policies
To get started, you can download a CSV file template and populate the required fields offline in a spreadsheet application or text editor. The LMS provides information to help you fill in the CSV template, such as the expected values for each field.
When creating competencies, the mandatory fields are ReferenceCode and Title.
When updating or deleting competencies, the mandatory field is ReferenceCode.
Administrators with unrestricted access to the Competency Data Loader feature in System Roles (Manage Features > Competency Manager Features) can import competencies.
To import competencies, go to Manage Center > Talent > Competency Data Loader.
Preparing CSV Files for Import
To prepare a user CSV file for import, you can download a template CSV file from the Competency Data Loader page and populate the fields as required. Alternatively, you can run report R420 – Competency Export in CSV Data Uploader Format to export existing competencies for editing outside of the LMS.
Note that CSV files are likely to be opened by Microsoft Excel if it is installed on your system. If you encounter any problems with importing a CSV file into the LMS, it could be caused by Microsoft Excel applying extra formatting to the file. Alternatively, you can edit CSV files in a text editor instead of Microsoft Excel. The data should conform to the formatting required by the template as specified in the corresponding CSV Formatting Help.
If the values for text area fields include punctuation, these fields must be enclosed in double quotation marks (" "). Do not include commas or semicolons in other fields as they could be interpreted as a field delimiter (depending on your choice of delimiter at import).