To efficiently UPDATE EXISTING session data on the Sessions dashboard, administrators must follow these steps:
1. Ensure that you have cleared any previously selected sessions by selecting “Clear all” under the three dots. Use the Advanced search to filter sessions, and choose individual sessions by selecting their checkboxes or utilize the “Select all” option by clicking the three dots.
2. Click on “Export” and then click “SESSION DATA“
3. The Key, Id, and Title are mandatory fields to export. You can also choose additional fields for updates by selecting their checkboxes (Type, Date, etc.).
4. Click “NEXT,” then “Close,” and open the downloaded file on your computer.
5. Open the file, but DO NOT modify the “Key” or “Id” fields. CTI’s system originally auto-generated these two fields to correctly identify the session. Also, please ensure that you save the file as an Excel XLSX file, as CSV file types may not always work, especially when dealing with commas.
Make sure to adhere to the following formats before re-uploading:
Date: YYYY-MM-DD
Time: HH:MM:SS (AM or PM)
Duration: MM
– Session Dates MUST be in the meeting date range, or it will not import (and will not show any validation error).
– Session type – must exist in the Session Types within cAdmin.
– Location MUST already exist in the Location/channel settings.
– Do NOT use tabs – any tabs in the file will shift cells around because it is a tab-delimited file.
– SED fields – list items must exist before import, or the session does not import.
– To ensure consistency, each numbered cell should be in “Text” format before importing.
6. Once you have finished the updates, save the file as an Excel XLSX file, navigate to the Sessions dashboard, and click “Update.” Next, click “Browse.”
7. Select the Excel file and click “Open.”
8. Verify the Import Field Name matches the cOASIS Field Name, and then click “VERIFY DATA.”
9. Click “CONFIRM.”
10. The following screen should confirm the number of files that were successfully imported. If you encounter any errors in the bottom two rows, click the “Conflicts” report and verify the formatting.
