- Click Export.
- Click New > Click Course
- Select Comma-Separated Values for Format, Mark Include Header
- Click Create now.
- Choose any preferred filters if appropriate.
- Click Output.
- Expand Course and double click the following fields: Course Name*, Course ID, and Import ID.
- Expand Grading and double click Import ID.
- Enter the preferred number of Grading Years to export.
- Click on the Filters tab> Filter on the preferred Academic Year**
- Click Okay
- Expand Grading [already expanded], Expand Grades and double click Marking Column***.
- Enter the preferred number of marking columns to export*> Click Okay.
- Double click Translation table from the Grades section.
- Preview the Export.
- Export Now.
Note: * Course Name can be included as well to help identify the courses. Course name and Course ID would need to be deleted from the import file prior to import. If the fields remain in the import, they should not be mapped in our import parameter.
** Please refer to your course records' grading tab to view their setup. If you only have one session, then it would not be necessary to filter on a specific session. For example, If your setup has multiple sessions, then it would be necessary to filter on specific sessions. In the example below, my school is set up so it only has one session.
***This fields refers to how many marking columns our course records have. For example, if we our school only uses Sem1, Sem2, we would only enter 2. Please refer to the course records' grading tab to find the total number of marking columns used based on your school's setup.
Update the Excel File
- Open the CSV file.
- Update the translation tables fields with the preferred translation table *
- Delete the column for Course ID by right clicking on the Column> Delete.
- Save the file.
Note: *If the translation table is the same for all records, the drag down method in excel would work to update multiple fields in the Translation table column. If you have multiple translation tables, you can use the Find and Replace function to update the translation tables fields in the excel file. In the example below, Standard Translation [old translation table] is being replaced with the new translation table in the excel file.
Update Existing Course Records by Importing
Note : Before you proceed with the following instructions, back up the database. If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup article. Carefully read all of the instructions listed below before proceeding. If you are new to importing, also refer to How to import - the basics of importing.
Prior to importing, we suggest marking Validate Now on the General tab.: Validating the data will not import the information in the system. This is a test run of the import.
We recommend marking all available checkboxes on the Options/Summary tab.. At the very least, mark the Create control report option.
- In Administration > click Import.
- Click Grading information (located in Courses section) > Click New.
- Mark Update existing records.
- Browse to the CSV file in the Import file field.
- Select Grading Information Import ID as the field to use to match records
- Select the File Layout tab > Mark the Import File does not contain field names option ONLY if your import file does not have header. If yourImport File contains the field names, mark Fields names are on the first line of the import file.
* Although headers are not required in The Education Edge, we recommend using them. Otherwise, you must manually map the fields in the data file to the corresponding fields in The Education Edge.
In Excel, use Text as the column type for any field with leading zeroes. Otherwise, Excel drops the leading zeros.
- Select the Fields tab and map the fields
- Course Import ID: Mapped to Import ID which is located in the Course Section
- Grading Import ID: Mapped to Import ID which is located in Grading Information Section
- Marking Column: Mapped to Marking Column which is located in the Grades Section
- Translation Table: Mapped to Translation Table which is located in the Grades section.
- Note: Extensions will be used in this import. Each marking column and translation table grouped together for this import in pairs. For example, Q1 (marking Column) and Standard Translation are grouped together (01 Extension). Q2 and Standard Translation are grouped together (02 Extension) and so on until all marking columns/translation tables are paired together.
- Save the import parameters.
- Click Validate now (if we marked Validate data only on the general tab) or Import Now