Arlo allows you to import and schedule multiple courses at once. This is useful if you are on setting up a large schedule of new courses, as many of the columns in the import file will use the same information. Courses are imported in a draft state and need to be approved before they are published on your website.
- Course templates must exist before you can import courses.
- Course settings from the course template will be copied to the events you import.
- The active communications on the template are not copied to the course.
- The course importer has a limit of 200 courses at a time.
- You cannot update existing courses using the event importer, only create new courses.
- The following types of courses cannot be imported:
- Private courses
- Webinars
- Courses with optional extras
- Elearning activities
- Courses with multiple sessions where:
- The sessions do not have the same presenter.
- The sessions do not have the same venue and room for each session.
- The sessions do not have a consistent schedule structure (e.g. sessions every Monday for 3 weeks).
- It is best to copy these courses instead (including all sessions and options).
Read our tips and tricks for importing data.
- Open the Events menu.
- Press More... and select Import Events.
- Click Download the template file and fill it in with the information you would like to import. Ensure you review the columns and rules for using the importer.
- Add your completed CSV import file to the wizard by pressing Browse.
- Press Upload Events to begin the import. If any errors are detected they will be displayed on-screen.
- Follow the process described on screen.
Events will be imported in a Draft state and be visible from the Draft tab within the events menu.
You can import multi-session events using the importer, but only where they have a consistent schedule, the same presenter and venue for each session, and do not contain optional extras or a choice of sessions, e.g. conference-style events.
Where the importer can't create your multi-session events, you can copy event sessions and options across to new events.
Example: A multi-session event that has a session every Tuesday 2-5pm for 5 weeks:
- CourseSchedule: Advanced
- NumberOfSessions: 6
- Session Days: Tue
Example: A multi-session event that has sessions Monday, Tuesday and Wednesday at 2-5pm for 2 weeks:
- CourseSchedule: Advanced
- NumberOfSessions: 6
- Session Days: Mon,Tue,Wed
The following table provides a list of columns that can be included in your import file. The table also includes any additional rules that must be followed for an import to be successful.
- Column headings are not case sensitive.
- Each of the fields listed must be activated on your platform before they are visible when editing an event. Read more information about adding fields.
- All fields have a maximum number of characters that they will accept. Typically this is either 63 or 127 characters.
- If an import fails with an 'Inner Exception' error, look for a field in your import file that exceeds this character limit then edit it down.
| COLUMN HEADING | REQUIRED | VALUE | NOTES |
|---|---|---|---|
| TemplateCode | Yes | Single line of text | Mandatory field. |
| CourseSchedule | Yes | Single line of text |
Options: Basic, Advanced Learn more about importing multi-session (advanced) events |
CourseCode |
No | Single line of text | If you need your own course codes, you can add this column to the import file |
StartDate |
Yes | Date format: d-mmm-yyyy | e.g. "1-Mar-2020". Read how to format the dates. |
EndDate |
Yes | Date format: d-mmm-yyyy | e.g. "1-Mar-2020". Read how to format the dates. |
StartTime |
Yes | Time format: XX:XX AM/PM | e.g. 8:00 am |
| EndTime | Yes | Time format: |
e.g. 5:00 pm |
NumberOfSessions |
Only if CourseSchedule is Advanced. | Numerical | e.g. 8 |
| SessionDays | Only if CourseSchedule is Advanced. | Three characters comma seperated | e.g. Mon,Tue,Wed,Thu |
VenueName |
Yes | Single line of text | Venue must already exist in Arlo. |
Venue Room |
No | Single line of text | Room must already exist on the venue. |
PresenterFirstName |
If one of the other presenter fields are present. | Single line of text |
|
PresenterLastName |
If one of the other presenter fields are present. |
Single line of text | |
PresenterEmailAddress |
If one of the other presenter fields are present. |
Single line of text | |
RegistrationMethod |
Yes | Single line of text |
Options: OrderProcess, QuickRegistration, CustomURL OrderProcess for paid events (where orders need to be generated) or QuickRegistration for free events that do not require orders CustomURL to direct registrants to another website when they click register (not managed by Arlo) Learn more about registration methods. Imported events will always use the event templates reqistration form. |
RegistrationURL |
Only if the Registration Method is set to CustomURL |
Single line of text | The URL you would like to direct users to when they click 'register' (e.g. if registration is not being managed by Arlo). |
RegistrationMaximum |
No | Numerical | e.g. 25 |
| DisplayOnWebsite | No | True/False | Defaults to True |
| Regions | Only for multi-region platforms | Single line of text | Enter the shortcodes of the regions the course should be available in separated by a comma (,). Note: Courses cannot be created in regions that the template is not available in. If regions for the course are added to the import file but the template is not available in those regions, the course will be created in the template's regions. |
Custom event fields can be imported with your courses. If your custom fields do not exist, you will need to create them first.
- Open the Settings menu.
- Select Fields.
- Select Events (maybe under another name e.g. 'Courses').
- Find the custom field you would like to import and press Edit.
- Copy the fields System Name and paste it into your import template as a new column.
- Fill in the information you would like to import into the fields, in the new column.
- Repeat for other fields, as required.