Import skills, libraries and jobs

  • Updated

We’re currently activating skills on a per-platform basis. If you’re a platform admin and would like to use them, contact your Client Success Partner (CSP).

Administrators and user administrators can create libraries, skills and jobs in bulk by uploading a CSV file.

We suggest making tests with a single example before adding several lines to the file.

Import skills, libraries and jobs

Step 1: Download the CSV template file

  1. At the top right, click apps.svg AppsSkills.
  2. In the left sidebar, click Data import.
  3. At the top of the main section, click New import.
  4. In Import type, select the type of import.
    • Libraries will let you import a list of libraries, along with their category, and qualifiers.
    • Skills will allow you to import a list of skills, along with their description, parents, and qualifiers.
    • Jobs will let you import a list of jobs, along with their description and parent.
    • Jobs-Skills will let you associate skills to jobs, and define an expected level for each job.
    • Users-Jobs will let you associate jobs to users.
    • Users-Skills will let you associate skills to users, and define an assessor, an assessed level, and a comment for each skill.
  5. Click Download the CSV template.

Step 2: Fill in the CSV file

  1. On your computer, open the downloaded file, or import it as a Google Sheet.
  2. Follow the instructions in the sheet How to use this file.
  3. Fill in the information in the second sheet (Libraries, Skills, Jobs, Jobs-Skills, Users-Jobs or Users-Skills).
  4. Generate the updated CSV file.

Step 3: Import the CSV file

  1. In the platform, in the import window, click Browse.
  2. Select the CSV file from step 2.
  3. On the bottom right, click START IMPORT.

If the import has the status PENDING, this means we are currently handling a large amount of imports. There is no need to recreate an import, and you can safely leave the page.

Edit skills, libraries or jobs

You can use the CSV import to edit libraries, skills or jobs in bulk, or edit the settings of a skill in a job (for example: its expected level), or the settings of a skill in a user profile (for example: its assessor, assessed level or comment).

The process is identical to importing them: the new values will replace the old ones.

  1. Follow the same steps as with a regular import (select LibrariesSkills, JobsJobs-Skills or Users-Skills in the import type, depending on which type you want to edit).
  2. Fill in the second sheet with the updated values.
  3. Import the CSV file.

Publish or unpublish libraries or jobs

You can use the CSV import to publish or unpublish libraries or jobs in bulk.

  1. Follow the same steps as with a regular import (select LibrariesSkills or Jobs in the import type, depending on which type you want to publish/unpublish).
  2. In the column published, enter TRUE (to publish) or FALSE (to unpublish).
  3. Import the CSV file.

Delete skills, libraries or jobs

You can use the CSV import to delete libraries, skills or jobs in bulk.

  1. Follow the same steps as with a regular import (select LibrariesSkills or Jobs in the import type, depending on which type you want to delete).
  2. In the column deleted, enter TRUE.
  3. Import the CSV file.

You can import them again by filling in the line and leaving the cell blank in the column deleted.

Translate skills, libraries and jobs

You can use the CSV import to translate libraries, skills or jobs in bulk. The available languages are listed in the CSV templates. You can translate the following fields:

  • For libraries:
    • Name of the library
    • Name of the category for the library
  • For skills:
    • Name of the skill
    • Description of the skill
    • Description of the qualifier level
  • For jobs:
    • Name of the job
    • Description of the job

The exact steps are described in the sheet How to use this file of each CSV template. Here’s a general overview of the process:

  1. Download the CSV template
  2. Replace the column titles containing [languageKey] with the two-letter code of the destination language.
  3. For each additional language, duplicate the column and rename it with the two-letter code of that language. You should have one column per destination language.
  4. Fill the column with the value from the translated language.
  5. Import the CSV file.

Example of columns for translating the name of libraries "Languages" and "Teaching skills" in German and French:

Check out our blog for more L&D resources.

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