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Using the Onboarding Tool

Migrate users and training history from another LMS

When to use this method

  • Switching from another LMS (Moodle, Canvas, Blackboard, etc.)
  • You need to preserve training completion history
  • You want to import certificates and expiry dates
  • You're doing a full LMS migration

Overview

When switching from another LMS, you'll need to:

  • Import existing users and their details
  • Bring across historical training records
  • Preserve completion dates and certifications
  • Maintain compliance history

Supported Data Formats

FormatBest For
CSVSimple exports, spreadsheets
Excel (.xlsx)Complex data, multiple sheets
JSONTechnical integrations
XMLLegacy system exports

Import Process

1

Access the Import Wizard

  1. Go to Admin → Settings
  2. Find Onboarding/Import section
  3. Click Comprehensive Import Wizard
Open the onboarding tool
The Onboarding/Import section in Settings
2

Upload Your File

  1. Click Upload or drag and drop your file
  2. The system detects the file format
  3. A preview of your data appears
3

Map Fields

Map each column to the correct field:

  • Email → Email
  • Name → Display Name
  • Dept → Department
4

Validate and Import

  1. Click Validate
  2. Review any warnings or errors
  3. Click Import
  4. Review the import summary

Common Migration Scenarios

Simple User Migration

Export user list, import as users, start fresh with training.

Full History Migration

Import users, courses, progress records, and expiry dates.

Compliance Only

Import users and compliance training records only.

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