Importing and exporting via CSV is an admin-level task that is also available to Scheduler role users. This allows Schedulers to create, update, and delete Courses, Sections, and Schedules.

Because the Scheduler role provides only a subset of Administrator capabilities, Schedulers have access only to Term, Course, Section, and Schedule imports. However, because these imports require other object IDs, all Exports are available to Scheduler users.

Import and export functionality and procedures are the same as those provided in these help articles for Administrators. The only difference is which Imports a scheduler can access.

Refer to the following articles for detailed information and procedures as necessary:

• ​Using Imports / Exports and CSV Files
• Exporting EchoVideo Objects to CSV
• Create, Update, and Delete via CSV Import
• Imports: Course and Term
• Imports: Section and Enrollments (Schedulers do not have access to Enrollments imports)
• Imports: Schedules
• Imports: Schedules V2

We suggest using the following workflow for Export / Import CSV changes to EchoVideo:

1. Generate an Export job for the item type you want to change.
2. Download the export file once complete.
3. Open the file in Excel or another spreadsheet program that allows for sorting.
4. Use Sort or Find in Excel to identify the items / rows you want to change. This is also useful for finding an item's system ID to use in a Create-action import.
5. Copy those rows / the ID data into a NEW file.

6. Change the fields whose values you want to change, or generate all (and only) the rows needed to create the items you want to create.

   Delete-action imports require only object IDs, although you can keep or remove other identifying fields as needed.

7. Save the file as a comma-separated values file (*.csv).
8. Run an Import for the object Type and Action you want to perform.
9. After the import completes, check the system to confirm your changes appear.

For Version 2 Imports, you can simply run a Version 2 Export, make field changes, then import the altered file. V2 Exports are identical in structure to V2 Imports, containing the same fields in the same order. Remove rows that do not need updates, and change the values you need to change. Note, however, that if you are using an Export to generate a Create-type Import, you must remove the ID from the row; new objects are assigned a new ID on creation.

Tips for Running CSV Imports

Large imports can take some time to process. For this reason, your imported CSV file should contain only rows being created or requiring updates. Every row in the file must be parsed and validated, even if it makes no changes; having unnecessary rows in the imported file will needlessly increase processing time.

Most create-action imports do not require an export to be generated first; however, some create-action imports do require a system ID for the value in one or more fields. For example, Create Section import requires a Course ID and Term ID for the new sections. Use a course and term export to find the IDs you need to use and copy them into the Section import fields.

You may also find it useful to generate an Export if there are items with similar / identical fields to the ones you want to create. Use the export to copy the values you want. For example, creating an Intro to Biology section in a new term might use the same fields as the old Intro to Biology section, except for Term ID (new term / new ID).

Delete-action imports require no fields other than ID because the values in the other fields do not matter when deleting an item. The only validation is that the ID you provide matches the object type you selected to delete.

You may want to, however, retain one or more other fields in the Delete-action CSV file to do your own validation that the listed items are the ones you want to delete, or to confirm those items have been deleted once the import is finished.