Importing Historical Skilljar Data into Salesforce

by Skilljar SSE Team
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Once you are connected and authenticated with Salesforce, you can backfill historical Skilljar data into your Salesforce instance by uploading CSVs for each Skilljar object using the Salesforce Data Import Wizard. 

The process involving the Salesforce Data Import Wizard must be completed by your own Salesforce administrator, and this can not be completed by a Skilljar team member. 

Contents


Important things to note
  • Because of the relationships between Skilljar objects (master and lookup fields), you'll need to import each object in a specific order. For example:

A Course Progress object points to a Student, Course, and Published Course object, so these object's CSVs will need to be uploaded prior to importing the Course Progress CSV. 

  • There are also few objects that have special instructions, noted with an * below. 
  • In the Salesforce Data Import Wizard, when asked which field you want to match against, select to match by Skilljar ID
  • You are able to import the historical data without installing the Salesforce integration. This would allow you to import the data and review how it displays in Salesforce prior to enabling the integration. 
  • The Skilljar technical team can assist with downloading the CSV's for each Skilljar object if needed. 

Download CSVs


You can download CSVs for each individual object from the Skilljar Dashboard. Here's where to download them

 
 

Backfilling Individual Objects


If you are only looking to import some of the available objects, you'll want to download the CSV files for the object itself, as well as any dependent objects. Below is a list of the custom objects with their dependencies, and the order in which CSVs need to be imported.

(For example, if importing the Course Progress object you'll need to download Student, Course, Published Course, and Course Progress CSV files, then import them in the same order.)

  • Student 
    1. Student
  • Signup Field
    1. Student
    2. Signup Field
  • Course
    1. Course
  • Lesson
    1. Course
    2. Lesson
  • Published Course
    1. Course
    2. Published Course
  • Course Series
    1. Course Series
  • Course Series Published Course
    1. Course
    2. Published Course
    3. Course Series
    4. Course Series Published Course
  • Course Progress
    1. Student
    2. Course
    3. Published Course
    4. Course Progress
  • Lesson Progress
    1. Student
    2. Course
    3. Lesson
    4. Course Progress
    5. Lesson Progress
  • Offer
    1. Course
    2. Published Course
    3. Offer
  • Domain Membership*  
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
    9. Accesscode Pool
    10. Accesscode
    11. Domain Membership 
  • Promocode Pool*
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
  • Promocode*  
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
  • Purchase*
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
  • Accesscode Pool*
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
    9. Accesscode Pool
  • Accesscode*
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
    9. Accesscode Pool
    10. Accesscode
  • Enrollment*
    1. Student
    2. Course
    3. Published Course
    4. Offer
    5. Promocode Pool (Don’t map the Purchase field yet)
    6. Promocode
    7. Purchase
    8. Promocode Pool (Map the Purchase field now)
    9. Enrollment
  • Vilt Session  
    1. Lesson
    2. Vilt Session
  • Vilt Session Event
    1. Lesson
    2. Vilt Session
    3. Vilt Session Event
  • Vilt Session Registration
    1. Student
    2. Course
    3. Lesson
    4. Lesson Progress
    5. Vilt Session
    6. Vilt Session Registration
  • Group 
    1. Group
  • Group Membership
    1. Student
    2. Group
    3. Group Membership
  • Tag 
    1. Tag
  • Published Course Tag
    1. Tag
    2. Course
    3. Published Course
    4. Published Course Tag

 

 

Backfilling All Objects


If you would like perform a full backfill for all objects, this is the order of which you need to import each CSV:

  1. Student 
  2. Signup Field
  3. Course
  4. Lesson
  5. Published Course
  6. Course Series
  7. Course Series Published Course
  8. Course Progress
  9. Lesson Progress
  10. Offer
  11. Promocode Pool* (Don’t map the Purchase field yet)
  12. Promocode
  13. Purchase
  14. Promocode Pool* (Map the Purchase field now)
  15. Accesscode Pool
  16. Accesscode
  17. Domain Membership 
  18. Enrollment
  19. Vilt Session  
  20. Vilt Session Event
  21. Vilt Session Registration
  22. Group 
  23. Group Membership
  24. Tag 
  25. Published Course Tag

 



If you have any questions with this process, please reach out to support@skilljar.com for assistance. 

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