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Import the list of courses from a spreadsheet
All this data can be imported from Excel into HYPERPLANNING: porters, calendars, courses, curricula and modules, definition of families, teachers, companies, students, links between tutorials/options, counselors, subjects, personalized subjects, progression models, parents, progressions, classes, groupings, rooms, internships, users.
First step: Preparing the spreadsheet for import
- When importing courses, you create - if this data does not already exist in the database - the subjects, the teacher, the class or group, possibly the room, etc.
- If the database already contains data, check the spelling of family names, designations, etc., so that HYPERPLANNING does not create duplicates.
- The spreadsheet must include one row 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 two fields among: Subject > Designation or UID-identifier, Teacher > Name, or CAS Identifier or UID-identifier, Class > Name or UID-identifier, Room > Name or UID-identifier.
- You must create one line per course but the course can be composed of several class meetings.
- If several courses have exactly the same data, HYPERPLANNING creates as many copies of the course as there are lines in the spreadsheet.
- You can import the placement of courses. To do this, your spreadsheet must include:
- A column to indicate the day of the week (format: Monday; Tuesday,...)
- A column for the beginning time of the course (format HH:MM:SS)
- If you wish to import the course period, you must provide a column indicating either the calendar period or the weeks concerned (if this information is not provided, the placement will be based on the active period).
- If there are homonyms in your database, you must add columns that avoid confusion (the first name for the teacher, the code for the class, etc.).
- In order for HYPERPLANNING to know that it is a group course, the group must be written in the following way: <NAME OF THE CLASS ><NAME OF THE PARTITION>NAME OF GROUP
- To import a field not provided for in HYPERPLANNING, you must provide a column for this type of information in the spreadsheet and comply with the syntax <Type of information>Information so that HYPERPLANNING transforms this column into a family during the import.
Second step: Importing courses into HYPERPLANNING
- In the spreadsheet file, select the data to be imported and press Ctrl + C to copy it.
- Go to any display from the tab Schedules.
- If you have not specified the active period of the courses in the Excel file (a column with the weeks or the period of the calendar), verify and modify if necessary the weeks highlighted on the slider Active period: they must correspond to the potential weeks for the courses (first semester, full year, etc.).
- Press Ctrl + V to paste the data: the import window opens.
- At the top, select the type of data to be imported: Course
- 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.
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- HYPERPLANNING indicates the minimum number of fields to import.
- 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 course is allocated to a group, the group must be indicated using the following syntax: <NAME OF THE CLASSS><NAME OF THE PARTITION>NAME OF GROUP
- If a column contains data not foreseen by HYPERPLANNING, choose Family which allows you to create unforeseen fields.
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- Click on Import: HYPERPLANNING proposes to transfer to Exclusive Usage mode (the other users are transferred to Consultation mode during the import and you can choose not to keep the imported data at the end of the process).
- HYPERPLANNING displays a report with the number of imported, created or modified data.
- Close the window.
- HYPERPLANNING proposes to save the import format, the matching of the fields with the columns will be kept for all future imports of this type of data.
- If you were in Exclusive Usage mode, click on the button
in the toolbar.
- In the pop-up window, choose by saving your modifications.
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