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
| Format | Best For |
|---|---|
| CSV | Simple exports, spreadsheets |
| Excel (.xlsx) | Complex data, multiple sheets |
| JSON | Technical integrations |
| XML | Legacy system exports |
Import Process
1
Access the Import Wizard
- Go to Admin → System Settings
- Find Onboarding/Import section
- Click Comprehensive Import Wizard
2
Upload Your File
- Click Upload or drag and drop your file
- The system detects the file format
- 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
- Click Validate
- Review any warnings or errors
- Click Import
- 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.
Related Guides
- Using the Bulk Import Tool - For simpler user imports without training history
- Add Users Individually - Manual user creation
- Adding Courses - Setting up courses to match