Import/Export Learners in TMC

ImporT New Users

First, download the Add New Users Template to your device.

The Instructions page of the Learner Import file will guide you through how to fill out the Records tab of the template spreadsheet.

• Be sure to enter at least the First Name, Last Name, and Location of the imported learners.
  • NOTE: Locations and Company Affiliations must be added to TMC prior to importing
    • See Adding Locations in TMC or Managing Affiliations in TMC for more information
• When finished, it is important that you save the completed template as a Text (Tab delimited) .txt file
  • 
• Note: If you have more than 800 students, split them up into different documents to avoid a time-out within the site.

Once you have completed and saved the template, click Import > Import New Users in TMC.

 

Click File Upload to select the template file from you device and upload to the system.

Click Import.

The imported learners will now display in your learner list.

 

Import Existing Users

This is a way to update learner information in bulk. 

First, download the Add Existing Users Template to your device.

The Instructions page of the Learner Import file will guide you through how to fill out the Records tab of the spreadsheet.

• Be sure to enter at least the First Name, Last Name, and Location of the imported learners.
  • NOTE: Locations and Company Affiliations need to be added to TMC prior to importing
    • See Adding Locations in TMC or Managing Affiliations in TMC for more information
• When finished, it is important that you save the completed template as a Text (Tab delimited) .txt file
  • 
• Note: If you have more than 800 students, split them up into different documents to avoid a time-out within the site.

Once you have completed and saved the template, click Import > Import Existing Users in TMC.

Click File Upload to select the template file from you device and upload to the system. 

Click Import.

 

In the example below, the learner ID was updated:

Before	After

 

Exporting

You can export information about a single learner, or in bulk. To export the entire list of learners, simply click Export List and choose your desired file type. The file will download to your device.

You can also check the box/es next to specific learners to export information about just those selected.

 

To export a select list/group of learners, you can use the filter feature to narrow down the results. Perhaps you want to export information by Learner Group; in the example below, the filter is set to display learners from the Maintenance learner group. Now the list can be exported to the desired file type.