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If you need to import External learning history for your users, perhaps from another system, or for courses they have attended outside the firm, you can use the Import User History option.

This does not allow you to import history for Courses that exist in the LMS. (Internal History)

The history can be imported using the templates provided by Intellek, below, alternatively you can use the API.

Using the API

If you’d like to use the API, please review the API documentation here or available at:  https://YourLMSURL/docs/api.html. You can use the API to import In Progress records for courses that exist in the LMS. We don't currently have an API endpoint for importing completed/finished Learning Records for courses that exist in the LMS library.

Using the Import Sheet

There are two versions, depending on whether you are looking to import standard history records or CLE/CPD history.

The templates can be downloaded by clicking the appropriate link below:

Import User History

Import Compliance (CLE/CPD) User History

 

Once you have completed your sheet, you can import the history from the LMS.

1.Navigate to the Users page.

2.Click the three dot Options menu, and then select Import User History.

3.Under Import Type, click the drop-down arrow to select the appropriate option.

4.Click and browse to the completed template.

5.Click Open.

6.Click .