Import Course Catalog Data

Course Catalog Import/Export allows School Administrators to import a new local course catalog. While most schools prefer to have their course catalog information retrieved from TES®, some prefer to upload that data directly to Transferology®. School Admins can also use this functionality to override an existing catalog and export the local catalog data. This article explains how to access and use Course Catalog Import/Export.

In this article:

Setup
Import a Local Catalog

Import Failure
Validation Failure

Export a Local Catalog

School Administrators can only access the Course Catalog Import/Export page in the Transferology Lab test environment.

Setup

The School Administrator must set the Catalog source field on the General Information tab within the test environment to Local.

Under Misc data, Catalog Source is set to Local.

Import a Local Catalog

Within the test environment:

Go to the School Profile menu.
Select Course Catalog Import/Export.

Course Catalog Import Export

Select the Import button to import a new course catalog into the Lab.

The callout highlights the location of the import button.

Make the following selections within the pop-up.

Step 1 of 2: Choose and Validate File. Fields are described below.

a. Choose the File to import.

b. Select the type of Delimiter from the drop-down menu

Comma (default)
Tab
Pipe

If the existing course catalog should be deleted (including any memos), mark the same-named checkbox.
Select the Validate button to validate the file import against the record format.

Import Failure

A failed import will alert the School Admin to issues occurring with an attempted import - for example, courses in the import file already exist in the database. The user will be prompted to resolve the issue in the file and reimport.