Importing Custom Fields via CSV - Genius CE & Enterprise

 Importing custom fields via a CSV file

Use case: Creating required custom fields and then using a CSV file to automatically import instead of manually entering data. This walkthrough is helpful when mandatory or required custom fields are in place and the Admin is importing data via CSV.

First, custom fields must be created via Administration > System Setup > Custom Fields in the left-side menu. Next, select the object type. For this example, I am using LEARNER. From here, you can add a new custom field or edit existing ones. An important note before moving on: By setting the required field to 'Yes', this field becomes mandatory when setting up a learner via CSV or manual input. 

Once these fields are created, it is possible to import data using a CSV file similar to the one shown below. Again, it is crucial to remember that for this to be successful, all required fields must be addressed. In this example, since the Race custom field was previously created as needed in our previous step, this field must be populated for the CSV to function correctly. CSVs are imported by navigating to Administration -> Operations -> Import CSV in the left-side menu, selecting an appropriate file, and clicking Upload.

When importing custom fields from Genius CE or Enterprise, the definition of the field is what is followed. If the custom field is required, it is validated during the import process. If a CSV is imported and does not include the custom fields necessary for previously created jobs, the entire job will fail.