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Create students en masse

Students can be registered in batches by importing them via a spreadsheet.

Instructions

To register students in bulk, follow the steps below:

  1. Register the student's profile

  2. Register the company

  3. Click on Students in the main menu

  4. Click on the To List submenu

  5. Click the Import button icon located in the upper right corner (third icon)

  6. Click on the Download CSV template button to download the template spreadsheet

  7. Open the downloaded file

  8. Fill in the columns with the information, as instructed below:

first_name (mandatory)

Enter the student's first name.

last_name (mandatory)

Enter the student's last name.

cpf

Enter the student's 11-digit CPF number, if mandatory, as configured in the account settings.

Only numbers, no special characters or spaces.

student_code

Enter the student's internal code, if desired.

phone

Enter the student's phone number, if desired.

Only numbers, no special characters or spaces.

mobile

Enter the student's mobile phone number, if desired.

Only numbers, no special characters or spaces.

company (mandatory)

Enter the student's company ID.

To check the company ID, follow the steps below:

  1. Click on Company in the main menu

  2. Search for the desired company in the search bar

The company ID is the number displayed in the ID column.

role

Enter the student's work function ID, if desired.

To check the work function ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Work Function submenu

  3. Search for the desired work function in the search bar

The work function ID is the number displayed in the ID column.

department

Enter the student's department ID, if desired.

To check the department ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Department submenu

  3. Search by the desired department in the search bar

The department ID is the number displayed in the ID column.

profile (mandatory)

Enter the student's profile ID(s), separating them with commas.

To check the student's profile ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Profile submenu

  3. Search for the desired profile in the search bar

The student's profile ID is the number displayed in the ID column.

university

Leave the field blank.

nddigital

Leave the field blank.

facebook

Enter the student's Facebook access link, if desired.

instagram

Enter the student's Instagram access link, if desired.

google

Enter the student's Gmail email address, if desired.

linkedin

Enter the student's LinkedIn access link, if desired.

instructor

Enter the instructor's ID, if desired.

To check the instructor ID, follow the steps below:

  1. Click on Administration in the main menu

  2. Click on the Instructors submenu

  3. Search for the desired instructor in the search bar

The instructor ID is the number displayed in the ID column.

points

Leave the field blank.

language (mandatory)

Enter the student's language code, as follows:

  • pt-br for Portuguese

  • en-us for American English

  • en-gb for British English

  • es-es for Spanish

login (mandatory)

Enter the student's login email.

password (mandatory)

Enter the student's password.

When importing, the password is not automatically generated by the system, and it is mandatory to enter a password for each student.

enable (mandatory)

Enter the enable number (1 or 0), where:

  • 1 to grant the student access to the platform after completing registration

  • 0 to register the student but not grant access to the platform

external

Enter the student registration type number (1 or 0), if desired, where:

  • 1 for the student to be registered as if through external registration

  • 0 for the student to be registered as if through internal registration

training_view

Enter the student's training view type number (0, 1, or 2), if desired, where:

  • 0 for all training

  • 1 according to profile and company

  • 2 for enrolled training only

training_enrollment

Enter the ID(s) of the training(s) you want to enroll the student in at the time of registration, separating them with commas.

To check the training ID, follow the steps below:

  1. Click on Trainings in the main menu

  2. Click on the Online/Asynchronous submenu

  3. Search for the desired training in the search bar

The training ID is the number displayed in the ID column.

training_enrollment_validity

Enter the day, month, and year of the training enrollment validity, if desired, in the following format:

00/00/0000

track_enrollment

Enter the ID(s) of the track(s) you want to enroll the student in at the time of registration, separating them with commas.

To check the track ID, follow the steps below:

  1. Click on Trainings in the main menu

  2. Click on the Tracks submenu

  3. Search for the desired track in the search bar

The trail ID is the number displayed in the ID column.

track_enrollment_validity

Enter the day, month, and year of the track(s) enrollment validity, if desired, in the following format:

00/00/0000

team

Enter the team ID, if desired.

To check the team ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Team submenu

  3. Search for the desired team in the search bar

If the menu is not visible, open a ticket to request activation.

The sector ID is the number displayed in the ID column.

manager

Enter the manager ID, if desired.

To check the manager ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Manager submenu

  3. Search for the desired manager in the search bar

The manager ID is the number displayed in the ID column.

birth_date

Enter the day, month, and year of the student's birthday, if desired, in the following format:

00/00/0000

If the field is not visible in the student's record, open a ticket to request activation.

hire_date

Enter the day, month, and year of the student's admission date, if you want, in the following format:

00/00/0000

If the field is not visible in the student's record, open a ticket to request activation.

status

Enter, if applicable, the student's status ID, as registered in your environment's database. This field should only be filled in if your environment has this type of information.

To obtain a list of available situation IDs, open a ticket.

shift

Leave this field blank.

send_email (mandatory)

Enter the email sending number (1 or 0), where:

  • 1 to send an email to the student that the registration has been completed, after the registration is completed

  • 0 to register the student, but not send them an email that the registration has been completed

address_complement

Enter a complement for the registration, if desired.

If the field is not visible in the student's record, open a ticket to request activation.

classroom_lesson_id

Enter the ID of the in-person training you want to link the student to, if desired.

To check the training ID, follow the steps below:

  1. Click on Trainings in the main menu

  2. Click on the In-person/Synchronous submenu

  3. Search for the desired training in the search bar

The training ID is the number displayed in the ID column.

classroom_presence

Enter the student's attendance number for the in-person training (1 or 0), if desired, where:

  • 1 means present

  • 0 means absent

classroom_grade

Enter the student's score for the in-person training from 0 to 100, if desired.

cost_center

Enter the student's cost center ID, if desired.

To check the cost center ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Cost Center submenu

  3. Search for the desired cost center in the search bar

If the menu is not visible, open a ticket to request activation.

The cost center ID is the number displayed in the ID column.

cycle

Enter the student's cycle ID, if desired.

To check the cycle ID, follow the steps below:

  1. Click on Students in the main menu

  2. Click on the Cycle submenu

  3. Search for the desired cycle in the search bar

If the menu is not visible, open a ticket to request activation.

The cycle ID is the number displayed in the ID column.

specialty_id

Enter the ID(s) of the student's specialty(ies), separating them with commas.

To check the specialty ID, follow the steps below:

  1. Click on Knowledge in the main menu

  2. Click on the Specialties submenu

  3. Search for the desired specialty in the search bar

The specialty ID is the number displayed in the ID column.

  1. Save the spreadsheet on your computer

  2. Return to the platform

  3. Click on the Import CSV button

  4. Locate and select the file

  5. Link the spreadsheet columns to the corresponding fields on the platform if the names or order are different

Example

If in your spreadsheet the column with the student's name is named Student, link this column to the first_name field.

  1. Select which columns should be included in the registration

  2. Click on Submit on the platform to perform the import

On the next screen, you can view the report of the students registered by importing via spreadsheet.

If the registration is successful, an ID will be generated for each student registered. The student will be notified of their registration by e-mail, according to the configuration established in the Student registration e-mail routine.

If there was an error with the registration, the error and the reason for the error will be informed in the ID column.


To change student data in bulk, follow the steps below:

  1. Click on Reports in the main menu

  2. Click on the Aluno Atualização report

  3. Apply the desired filters

  4. Click on the Generate report button

  5. Click on the CSV button to download the report

  6. In the downloaded spreadsheet, make the desired changes to student data, following the instructions in step 8 of the student registration

The only data that cannot be changed is the email (login column). The email is used to validate existing students during import.

If the email address is changed, the original registration will be maintained and a new registration will be created based on the new email address provided.

  1. Save the spreadsheet on your computer

  2. Return to the platform

  3. Click on Students in the main menu

  4. Click on the To List submenu

  5. Click the Import button icon located in the upper right corner (third icon)

  6. Click on the Import CSV button

  7. Locate and select the file

  8. Link the spreadsheet columns to the corresponding fields on the platform if the names or order are different

Example

If in your spreadsheet the column with the student's name is named Student, link this column to the first_name field.

  1. Select which columns should be included in the registration

  2. Click on Submit on the platform to perform the import

On the next screen, you can view the report of the students changed by importing via spreadsheet.

If the change was performed successfully, each student's ID and the changes made will be displayed.

If there was an error with the change, the error and the reason for the error will be reported in the ID column.

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