How to upload historical data into TargetSolutions

In order to add historical data to your organizations site, you will first need to create an excel spreadsheet that will contain the completion or credential data you would like uploaded (see examples below). Once added, you will need to provide this document to your Account Manager. Your Account Manager will then upload the data in mass, for you.

For Completions:

1. Create the Custom Activity. Create this Activity with reportable components that align with the columns you created in your excel spreadsheet. 

2. Send your Account Manager the excel spreadsheet containing the Users First Name, Last Name, Employee ID, Activity Name and any details associated with the completions you want to track.

For Credentials/Licenses:

1. Create the Custom or Certified Credential.

2. Send your Account Manager the excel spreadsheet containing: Users First Name, Last Name, Employee ID, Credential Name, Start Date, Expiration Date and License Number you want to track.