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Imports: Section and Enrollments
Last Updated: Aug 08, 2019 12:56PM EDT

This article applies to:  Echo360 Admins

Sections and Enrollments for sections can be created, updated, and deleted using CSV Imports.

The fields requested for the update are identical to those requested for create, with the exception of needing the Section ID for making section updates via import. For Enrollment updates, they are the same.

Generating a section or enrollment export should provide most of the data you need for an Update or Delete-action import. You may also need a Term, Course, or User export to obtain the system IDs for any changes you want to make to the sections.

A Delete-action import for a section requires only the system ID for the section. A Delete-action enrollments import requires the user ID/email of the user you are un-enrolling and the Section ID of the section you are removing them from.

IMPORTED FILES MUST HAVE ALL FIELDS/COLUMNS REQUESTED: If the Update-import example contains a field, that field MUST be included in the final import, even if you are not making changes to the values for that field. As cited below, if a value is blank for an optional field, the value is removed for that item. Similarly, if the FIELD itself is missing from the import file for an optional field, that value will be removed from ALL of the items in the update file. If the field is required, it must both exist in the import file and must have a value in it.

Removing or Appending Field Values on update

Since you can copy existing values from an export into an update-action import file, we expect that if you wish to retain the existing values, those will be resident in the import. This means that for updates:

  • To REMOVE the value(s) for a field where the value is optional, remove the existing value and leave the field blank.
    • If the value is required and the field is blank, the row will be rejected.
    • If the value is optional and the field is blank, the value will be removed from the object's properties.
    • If the value is optional and the field is missing (the column is not resident) from the import, that value will be removed from ALL of the items in the update.
  • To REPLACE the value for a field, remove the existing value and replace it with the new/updated value.
  • To APPEND the values in a field where multiple values are allowed, retain the existing values but add the new values into the field (separating with a semi-colon.

Create Section

Download a sample CSV file and enter the values for your new sections into the fields provided. Then import your new file.

You must use the system ID for the Course, Term and any Instructors you are adding to the section on create. To obtain the system ID for these fields, perform an Export for the object type whose IDs you want to use, then copy that information into the appropriate fields of your import file.

Field Name Description Example
Course (required) System ID of the course to which this section belongs 69324a-315-4de-8dg-g75d42
Term (required) System ID of the term during which this section is to occur 84672-315-4de-8dg-h46e97
Section number (required) Label to identify the Section; must be unique to the course/term combination BritLit351
Description (optional) Description of the section Victorian British Literature 1800-1900
Instructor (optional) System ID of the primary instructor for the section (can also use email) 27472-315-4de-8dg-h46e65
Secondary instructor(s) (optional) Additional instructor to be assigned to the section; must use system ID (from export). Separate multiple values with semi-colons. 87635-315-7be-9dz-b43f53
External Id (optional) External system identifier of the section Determined by the external system
LMS Course Ids (optional) Identifier(s) for the LMS (Learning Management System) course/section to which this section is to be linked. Separate multiple values with semi-colons. ENG0351 or 035679;68390 or other identifiers used by the LMS

Update Section

Generate a Section Export, then select and update the necessary information for the import file. Then import your new file.

IMPORTED FILES MUST HAVE ALL FIELDS/COLUMNS REQUESTED: If the Update-import example contains a field, that field MUST be included in the final import, even if you are not making changes to the values for that field. As cited above, if a value is blank for an optional field, the value is removed for that item. Similarly, if the FIELD itself is missing from the import file for an optional field, that value will be removed from ALL of the items in the update file. If the field is required, it must both exist in the import file and must have a value in it.

Field Name Description Example
Section ID (required) System ID of the section being updated 69324a-315-4de-8dg-g75d42
Section number (required) Label to identify the Section; must be unique to the course/term combination BritLit352
Description (optional) Description of the section Victorian British Literature 1800-1900
Instructor (optional) System ID of the primary instructor for the section (can also use email) 84672-315-4de-8dg-h46e97
External Id (optional) External system identifier of the section Determined by the external system

Update LMS Course IDs

The Update LMS Course IDs import allows you to identify the LMS Courses that will link into each Echo360 section, and to update or remove those links as needed. The LMS Courses field of the import allows a true/false parameter to identify whether the LMS Course will automatically link to the Echo360 section. Adding the "true" parameter to the field data causes the Echo360 LTI link in the LMS course to automatically take users into the Echo360 section without requiring any selection on the part of the Instructor or administrator in the LMS. 

If using the LMS Courses field to establish direct default linking behavior, you will need the LMS Configuration ID from the Configurations page for the LMS you are using. The LMS Configuration ID identifies the LMS configuration link being used, and the ID to use is the same as the ID number shown in the LTI Configuration URL used to establish the LTI link between Echo360 and the LMS.

For example: https://echo360qa.org/lti/d0da1041-0392-4f9a-bea4-cda39d80e77 is the URL given, and d0da1041-0392-4f9a-bea4-cda39d80e77 is the ID to include in this field. It will probably be the same for all entries since you likely have only one LMS configuration set up. However if you have multiple configurations and/or multiple LMS established, be sure to use the right one for these default links. This ensures that when this LTI link is used for connecting to Echo360, the appropriate section can be called and automatically provided for users.

IMPORTANT NOTES: Default linking from the LMS into an Echo360 section will only work if there is only ONE Echo360 section identified for the LMS Course. There can be multiple LMS courses that link into a single section. However, if one LMS Course is linked to multiple Echo360 sections, the admin or the instructor will need to select the appropriate section in the LMS course. In addition, if there are discrepancies between the LMS Course ID(s) entered in the LMS Course IDs field and those entered in the LMS Courses field, those in the LMS Courses field will take precedence.

Generate a Section Export to get the Section IDs needed, and the LMS Course ID if one is already linked to one or more sections. Then import your new file.

As with other imports, if the Update-import example contains a field, that field MUST be included in the final import, even if you are not making changes to the values for that field. If a value is blank for an optional field, the value is removed for that item. You can use this feature of Update imports to REMOVE the LMS Id and linking values from each Echo360 section if necessary. 

Field Name Description Example
ID (required)  System ID of the Section being updated 69324a-315-4de-8dg-g75d42
LMS Course IDs The identifier of the LMS course or section to link to. Separate multiple values with a semi colon (to link multiple LMS courses to the single section). 
For each LMS this value can be found:
  • CANVAS = Use the course or section ID value shown in the URL of the course or section home page. For example, in the following URL, the section number is 1874496 and the course number is 832164 - use the one that corresponds to where the LTI link to Echo will be established:
    https://<institution name>.instructure.com/courses/832164/sections/1874496
  • MOODLE = Use the Course Short Name, available on the Edit Settings page for the course.
  • BLACKBOARD = Use the Course ID, available on the course properties page (Customization > Properties).
  • SAKAI = Use the Provider ID for the section shown in the My Workspace > Realms page for each section.
  • D2L = Use the course or section ID value shown in the URL of the course or section home page. For example, in the following URL, the section number is 204077: https://riverland.ims.mnscu.edu/d2l/home/204077
LMSID1; LMSID2
or
1874496
LMS Courses  Used to enable direct linking from the LMS Course into the Echo360 section. Must include the LMS Configuration ID (from Echo360) as well as the LMS Course ID (from the LMS). Add the parameter "true" to establish direct linking (no intervention) behavior.
If multiple LMS courses link into the single Echo360 section, use semi-colons between entries, and use the "true" or "false" parameter for each to set the desired default behavior of LTI links placed into those LMS courses.
d0da1041-0392-4f9a-bea4-cda39d80e777=1874496=true 

Delete Section

Generate a Section Export, then select and copy the rows for the sections you want to delete into a new file for the Delete-action import. You can retain additional fields in the file; all except ID are ignored. Then import your new file.

Field Name Description Example
Section ID (required) System ID of the section being deleted 69324a-315-4de-8dg-g75d42


Enroll Users (Create Enrollments for a section)

Download a sample CSV file and enter the values for your new sections into the fields provided. Then import your new file.

You can use an email address or system ID for the User field. You must use the system ID to identify the section. All fields in the Create Enrollment import are required.

To obtain the system ID, perform an Export for the object type whose IDs you need, then copy that information into the appropriate fields of your import file.

Field Name Description Example
User ID (required) System ID of the user to enroll in the section 84672-315-4de-8dg-h46e97
Section ID (required) System ID of the section into which the user is being enrolled 38151b-015-4de-8cc-f98d91
Role (required) The role this user has in the section Instructor, Teaching Assistant, or Student


Update User Enrollments (Change user roles in a section)

Download a sample CSV file and enter the values for your new sections into the fields provided. Then import your new file.

You can use an email address or system ID for the User field. You must use the system ID to identify the section. All fields in the Update Enrollments import are required.

To obtain the system ID, perform an Export for the object type whose IDs you need, then copy that information into the appropriate fields of your import file.

Field Name Description Example
User ID (required) System ID of the user to enroll in the section 84672-315-4de-8dg-h46e97
Section ID (required) System ID of the section into which the user is being enrolled 38151b-015-4de-8cc-f98d91
Role (required) The role this user has in the section Instructor, Teaching Assistant, or Student


Unenroll users (Delete Enrollments from a section)

Generate an Enrollment Export, then select and copy (into a new file) the rows for the users you want to un-enroll and the sections from which you want to remove them. You can retain additional fields in the file; all except ID are ignored. Then import your new file.

Field Name Description Example
User ID (required) System ID of the user to remove from the identified section 84672-315-4de-8dg-h46e97
Section ID (required) System ID of the section from which users are being removed 38151b-015-4de-8cc-f98d91
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