Introduction
This article breaks down the CSV import process and fields for Course imports and Section imports in Class+.
Important notes before you begin -> Course CSV Class+:
If you are working off the CSV template for courses and are using custom fields, you will need to add additional columns at the end of the columns in your file.
EX:
Customfield_CountyCode
Additionally, you may simply download a template that includes the custom columns already here:
Regardless of how you build your starting template, please ensure you save your complete file as a CSV UTF-8 file before upload. This file format is available through Excel when using the “Save as” function.
Below is a table of each column that is in the CSV along with its explanation and possible values (or reference list):
Name of Column | Explanation | Required? | Possible Values |
CourseIndex | This field is only needed on CSV files intended to update existing course records. | No, for creating a course. Yes, for updating a course. | Genius will generate this number after course creation. Can be found on the course page or Courses > Active Courses > ID. Will be a whole number value. |
CatalogIndex | This is the field related to the selection for “Catalog" on the Course information page. | Yes | Genius will generate this number after the catalog items are created in Administration > School Setup > Catalogs > ID. Will be a whole number value. |
DepartmentIndex | This is the field related to the selection for “Department” on the Course information page. | Yes | Genius will generate this number after the department items are created in Administration > School Setup > Departments > ID. Will be a whole number value. |
Cap | This is the student enrollment capacity for the course. | Yes | Any whole number. If your course does not have a true cap, it is recommended to simply enter a very large number (example: 9999). |
LMSTermIndex | This is the term/semester for the course. | No | Genius will generate this number after the LMS Term items are created in Administration > School Setup > LMS Terms > ID. Will be a whole number value. |
GradeLevel | This is the grade level that the course is intended for. | No | The numbers 0 through 12 |
SourceIndex | This is a field where the course is sourced from. | No | |
LMSIndex | This is a field to denote which LMS the course belongs to. | Yes, if there is an LMS attached. | Genius will generate this number after the LMS items are configured in Administration > System Setup > LMS > ID. Will be a whole number value. |
ChargeTypeListIndex | This is a field to denote a particular charge type for a course and its students. | Yes, if there is a charge associated | Genius will generate this number after the Charge Type items are created in Administration > System Setup > Lists > Charge Types > ID. Will be a whole number value. |
Credits | This is the number of credits awarded to the student upon completion. | No | Numerical value |
Name | This is the name of the course. | Yes | |
DisplayName | This is the name of the course as it should be displayed in the UI. | Yes | This can be the same value as Name. |
Type | N/A | Yes | Select ECOURSE |
LMSID | This is the ID for the LMS’s version of the course that it is in. | If course template exists in LMS, yes | Numerical value created in your LMS instance if Course was already created there first. |
Status | This field is for the course’s status in the Genius system | Yes | ACTIVE, ARCHIVED |
Notes | This field is an open field for administrative users to place optional notes on the course | No | |
ShowInTranscript | This determines whether the course should showing the student’s transcript after completion. | Yes | Yes, No |
Description | This is a field for information shown to the student when they review a Genius instance’s registration catalog. | No | Any description can be input here that students and guardians will see when browsing course catalog. |
CourseCode | This is the code for the course according to internal business needs and organization. | No | Anything can go here. |
CourseExternalID | This field can be used to hold an external ID for another system. | No | Alphanumeric values acceptable. |
AffiliationIndexes | This field is for the course's affiliation in the Genius system. | No | Numerical value(s) |
CSV Columns that have pre-determined possible values:
Course Index Values in Course CSV (values are case sensitive)
Course Index numbers are only generated AFTER a course has been created in Genius. Subsequently, courses that do not currently have a Genius record do not need this field filled out in their relevant creation CSV file.
However, to update course records via CSV, you will need their Genius Course Index number.
Important notes before you begin -> Section CSV Class+:
If you are adding custom fields to the CSV template for students provided in your Class+ instance, then you will need to add additional columns at the end of the columns in your file.
EXAMPLE:
Customfield_Tier2
Regardless of how you build your starting template, please ensure you save your complete file as a CSV UTF-8 file before upload. This file format is available through Excel when using the “Save as” function.
Below is a table of each column that is in the CSV along with its explanation and possible values (or reference list):
Name of Column | Explanation | Required? | Possible Values |
StartDate | This is the start date of the section. | Yes | MM/DD/YYYY |
EndDate | This is the end date of the section. | Yes | MM/DD/YYYY |
SectionExternalID | N/A | No | Leave blank. |
SectionIndex | This field is only needed on CSV files intended to update existing section records. | No, for creating a section. Yes, for updating a section. | Genius will generate this number after section creation. Can be found on Section page. |
CourseIndex | This is the field for which course the section record needs to exist under. | Yes | Genius will generate this number after course creation. Can be found on Course page. |
Weeks | This is the number of weeks the section is expected to be active for students. | Yes | Numbers 1 through 52. |
LMSTermIndex | This is the term/semester for the section. | Yes | Genius will generate this number after the LMS Term items are created in Administration > School Setup > LMS Terms > ID. Will be a whole number value. |
Cap | This is the student capacity for the course. | Yes | Any whole number. If your section does not have a true cap, it is recommended to simply enter a very large number (example: 9999). |
LMSIndex | This is a field to denote which LMS the section belongs to. | No | Genius will generate this number after the LMS items are configured in Administration > System Setup > LMS > ID. Will be a whole number value. |
ChargeTypeListIndex | This is a field to denote a particular charge type for a section and its students. | No | Genius will generate this number after the Charge Type items are created in Administration > System Setup > Lists > Charge Types > ID. Will be a whole number value. |
Credits | This is the number of credits awarded to the student upon completion. | Yes | Numerical value |
Name | This is the name of the section. | Yes | |
Status | This field is for the section’s status in the Genius system | Yes | ACTIVE, ARCHIVED |
Notes | This field is an open field for administrative users to place optional notes on the section | No | |
MergedWithSectionIndex | N/A | No | Leave blank. |
Link | This is a field intended for teachers or administrators to place a link for students when they access the section. | No | Any URL that would direct student outside of an LMS. |
LMSID | This is the ID for the LMS’s version of the section that it is in. | No | The ID generated in your LMS for this section if already created. |
CreateInLMS | This field is intended for administrators to use if they wish to create a section in an LMS upon its creation. | Yes | 1 = yes, 0 = no |
LmsIdSubAccount | N/A | No | Leave blank. |
AffiliationIndexes | This field is for the section’s affiliation in the Genius system. | No | Numerical value(s) in Affiliation page. |
TeacherIndexes | This is the field to denote which teacher(s) the section will be taught by. | Yes | Genius will generate this number after teacher creation. Can be found on teacher profile. |
CourseExternalID | N/A | No | Leave blank. |
TeacherExternalIDs | N/A | No | Leave blank. |
TeacherEmails | The email address(es) of the teachers assigned to teach the section. | No | Email domain(s). |
CSV Columns that have pre-determined possible values:
Section Index Values in Section CSV (values are case sensitive)
Section Index numbers are only generated AFTER a section has been created in Genius. Subsequently, sections that do not currently have a Genius record do not need this field filled out in their relevant creation CSV file.
However, to update section records via CSV, you will need their Genius Section Index number.
Course Index Values in Section CSV (values are case sensitive)
Genius sections are required to exist under a course record. Course Index numbers are only generated AFTER a course has been created in Genius. Subsequently, to assign a section to a particular course, you will need their Genius Course Index number.
Teacher Index Values in Section CSV (values are case sensitive)
In Genius, sections records are where you identify who will teach a particular section. When importing via CSV, you will need the teacher’s index number. The teacher’s index numbers are only generated AFTER a teacher has been created in Genius.