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Import a list of classes, groups, tutorials from a spreadsheet
If you have a spreadsheet with the list of classes, tutorials and options, you can recover or update this data in HYPERPLANNING in a few clicks. If the database already contains some data, verify the spelling of the designations so that HYPERPLANNING does not create duplicates.
First step: Preparing the spreadsheet for an import
- The spreadsheet should include one row per class, tutorial or option and one column per type of information (field). An example Excel file is provided with the application in C:\Program Files\Index Education\Hyperplanning 2024\Réseau\Client\Exemples\Fichiers Import\
- It is not necessary to have a line of labels, but it can facilitate the matching with the HYPERPLANNING fields during the import.
- HYPERPLANNING requires at least one field: Name or UID-identifier.
- If several classes are to have the same designation, the field Code must be added and each one must be different so that HYPERPLANNING creates all the corresponding classes.
- For the combining of the groups or labs, the following syntax must be respected: <Name of the class><Name of the partition>name of tutorial.
- To import a field not provided for in HYPERPLANNING, a column for this type of information must be included in the spreadsheet and respect the syntax <Type of information>Information so that HYPERPLANNING transforms this column into a family during the import.
Second step: Importing classes, tutorials or options into HYPERPLANNING
- In the spreadsheet file, select the data to be imported and press Ctrl + C to copy it.
- Go to any display of the module Schedules.
- Press Ctrl + V to paste the data: the import window opens.
- At the top, select the type of data to import: Classes.
- Specify Tabulation as the field separator.
- Match each column with a HYPERPLANNING field. To do this, click on the arrow next to the designation Field ignored and select the field to which the column corresponds from the drop-down menu..
- If a column should not be imported, leave Field ignored. As long as any required fields are missing, all data will be displayed in red. If some data remains in red at the end of the matching, it means that it does not correspond to the expected format: pass the cursor over it to find out why. Most of the time, the data is still imported but modified to be compliant.
- If you have copied the column headings, tick Do not import the [1] first lines.
- If imported columns contain more than one piece of data (for example, courses with more than one teacher, teachers with more than one subject, etc.), verify the sign that separates them in the field Separator of multiple resources (by default, the comma).
- If a column contains data not foreseen by HYPERPLANNING, choose Family which allows you to create unforeseen fields.
- Click on Import: HYPERPLANNING proposes to switch to Exclusive Use mode (other users switch to Consultation mode during import, and you can choose not to keep the imported data at the end of the process).
- HYPERPLANNING displays a report showing the number of data items imported, created or modified.
- Close the window.
- HYPERPLANNING offers to save the import format, so that the mapping of fields to columns is preserved for all future imports of this type of data.
- If you were in Exclusive Use mode, click on the button
in the toolbar.
- In the pop-up window, choose by saving your modifications.
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