TalentLMS allows you to import data into your portal in two ways:

• Upload an external file (.csv / .xls / .xlsx format is supported).
• Sync your user base with an external file (.csv / .xls / .xlsx format) stored in a remote SFTP server.

To import/export data via an SFTP server follow these steps:

A. Set connection settings
1. Sign in to your TalentLMS account as an Administrator and go to Account & Settings (1) > Import-Export (2).

2. In the SYNC WITH AN FTP SERVER section, select Configure (3) for the FTP connection option.

3. Fill in all required fields (Host, port, Username & Password) and then click Save (4). 

4. Click Test connection (5) to ensure the connection is correctly configured. Make sure you have saved the SFTP form data first.

B. Enable Import/Export

Export

You can enable export by clicking the disabled label for the FTP export section, and toggling the Enabled switch (1). Then:

1. In the Export directory (2) field, type in the directory to which you want the export files to be transferred to (optional).
2. Select at least one Export type (3) you would like to receive (Users, Courses, Branches etc.) .
3. Select the Date format (4) the fields should use (Default, Use dashes instead of slashes, etc.)  .

4. The Export only recent course completions option (5) refers to the "User to courses" export type. If you enable this, the export will not include progress data included in previous exports.

Click Save (6) when you’re ready, and then click Export now (7).

Import

You can enable import by clicking the disabled label for the FTP import section, and toggling the Enabled switch (1). Then:

1. Type in the Import directory (2) where the import file(s) are stored .
2. Enable the Deactivate users and courses missing from import file (3) slider only if you intend to do full system imports. If your file has specific users/courses and you are trying to update them, leaving all others intact, then do not select this option.
3. If you want to delete the import files from your server after the import process has finished, enable the Delete file after import slider (4).

Do not forget to click Save (5) before clicking Import now (6).

Auto sync

Auto sync happens once a day, both for import and export. For each export type you have selected, a .csv file will be generated and uploaded to your server.

The import process searches for the latest .csv, .xls or .xlsx files on your server, and imports them all – from oldest to newest.