Importing Historical Skilljar Data into Salesforce

• 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 backfill process should be used in the following situations:
  • if Skilljar completed a historical student data import on you behalf 
  • if you did not set up the Salesforce integration at the time of your launch
• The historical import will not trigger "Link to Contacts"
• The Skilljar technical team can assist with downloading the CSVs for each Skilljar object if needed. Please reach out to support@skilljar.com and include the specific CSVs you need generated for the backfill. 

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

Best practices for completing the backfill

The format in which you upload the files into Salesforce is crucial. Please reference the below steps to avoid errors while importing the files.  

1. Download the CSV from Skilljar 

2. Open this CSV in numbers and export this file as a CSV, specifying that utf-8 should be used

3. While using the SFDC data import wizard to upload this data, specify that the “character code” “ should also be utf-8

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