meta data for this page


Prev:. Outlook 365 Integration | Table of Contents | Next Article - Administration: Advanced - Control Panel


Importing & Exporting Data- Accudemia Data eXchange (ADX)

New to Accudemia? Would you like some help determining the best imports needed for Accudemia?
Click here to choose using our Import Selection Guide.

Download our Import Tool(ADX)

Use ADX Accudemia Data Exchange to upload your college data into the system. To start, you need to download ADX while logged into Accudemia under Advanced > Import

You would need administrative permissions to have access to download ADX, ask your administrator as needed if you do not see the option

You will need to have an Administrative account in Accudemia with at minimum the permissions to “Import Data” or “Export Data”; this is to be able to download the import utility and run the imports.
Talk to an Accudemia administrator if you have questions

If you are an administrator typically would like to create an account for your I.T team so they can use it for import purposes. Learn how to do it here: click here to learn how.

System Requirements & Installing ADX

For help on installing ADX and verifying the system requirements for the import/export tool, please read this.

How to backup your ADX config

For help on backing up or moving the ADX configurations around from one computer to another or one Windows user account to another, please read this.

Data Formatting

Accudemia offers a flexible and powerful import utility that allows you to have import files with the fields and column order you like. The step-by-step import process will allow you to map your columns, thus bypassing the need for separate Import Maps. The import utility, called ADX (Accudemia Data Exchange), can even schedule the import job so it would run automatically in the future.

ADX allows you to import data in several ways. You are free to select the way most convenient to you:

  1. Import from a single file: Most commonly obtained through another systems export(data dump) that includes all the student, classes, and registration data in it.
  2. Import via separate files: Students data import, classes import, and class registration import.
  3. Do Incremental Import files: These files would only have the latest updates.
  4. Use a Comprehensive Import file: This kind of file stores the entire data set.

The import is usually done via a standard CSV (Comma Separated Values) text file. However, ADX can also be extended by the user to support other formats, including a direct connection to your student registration system.

To get started, we have prepared some sample import files with possible headers in them. Note that these are only examples, and your import files could have different fields and/or field orders.

Imports and Available Fields with Explanations

This next section provides you with all of the different types of import files with field explanations. If you are having trouble deciding what imports to use, please check out this import selection guide by clicking here. There will be links to return once you make your selections.

User Imports

These imports are needed to create your different types of Users in their Predefined Roles (Students, Tutors, or Instructors). System Users such as College Administrators and Center Administrators must be created manually in the system and cannot be imported for security reasons. If the ID number matches someone already imported or created in another Security Role, then it will simply add the new Role to their Security Roles making that user a hybrid(like peer-tutors that are usually both students and tutors). More information about managing Users and their Security Roles can be found here:
User Accounts

Before importing any users, you'll want to first log in as an Administrator to the institution's website https://<mycollege>.accudemia.net account and set up an ID Format that will be used to filter that the IDs coming to Accudemia are correct(in case an ID does not match the requirements the import might fail). Here is more information on how to set the ID format:
Setting up the ID format

Accudemia Table Accudemia Field Required for Creation Key Field
Users > Students Student's User ID Required Student Primary Key
Users > Students Student's First Name Required
Users > Students Student's Last Name Required
Users > Students Student's Active Optional ?
Users > Students Student's Email Optional !
Users > Students Student's Phone Number Optional
Users > Students Student's Alternate ID Optional *
Users > Students Student's Password Optional *
Users > Students Student's Middle Name Optional
Users > Students Student’s Address Optional
Users > Students Student’s City Optional
Users > Students Student’s State Optional
Users > Students Student’s Zip Code Optional
Users > Students Student’s Comments Optional
Users > Students Student’s Photo Optional



Accudemia Table Accudemia Field Required for Creation Key Field
Users > Tutors Tutor's User ID Required Tutor Primary Key
Users > Tutors Tutor's First Name Required
Users > Tutors Tutor's Last Name Required
Users > Tutors Tutor's Active Optional
Users > Tutors Tutor's Email Optional !
Users > Tutors Tutor's Phone Number Optional
Users > Tutors Tutor's Alternate ID Optional *
Users > Tutors Tutor's Password Optional *
Users > Tutors Tutor’s Address Optional
Users > Tutors Tutor’s City Optional
Users > Tutors Tutor’s State Optional
Users > Tutors Tutor’s Zip Code Optional
Users > Tutors Tutor’s Comments Optional
Users > Tutors Tutor’s IsRelatedToAllCourses Optional
Users > Tutors Tutor’s Active Optional
Users > Tutors Tutor’s Photo Optional



Accudemia Table Accudemia Field Required for Creation Key Field
Users > Instructors Instructor's User ID Required Instructor Primary Key
Users > Instructors Instructor's First Name Required
Users > Instructors Instructor's Last Name Required
Users > Instructors Instructor's Active Optional
Users > Instructors Instructor's Email Optional !
Users > Instructors Instructor's Phone Number Optional
Users > Instructors Instructor's Alternate ID Optional *
Users > Instructors Instructor's Password Optional *
Users > Instructors Instructor’s Address Optional
Users > Instructors Instructor’s City Optional
Users > Instructors Instructor’s State Optional
Users > Instructors Instructor’s Zip Code Optional
Users > Instructors Instructor’s Comments Optional
Users > Instructors Instructor’s IsRelatedToAllCourses Optional
Users > Instructors Instructor’s Active Optional
Users > Instructors Instructor’s Photo Optional


Location Imports

Typically these imports are considered optional because of the ease it is to manage/create this information within the Accudemia interface. With that stated, you can import them and assign courses to the Centers through imports if you prefer.


Accudemia Table Accudemia Field Required for Creation Key Field
Centers & Classrooms Center's name Required Center Primary Key
Centers & Classrooms Center's Active Optional
Centers & Classrooms Center's All Courses Available Optional



Accudemia Table Accudemia Field Required for Creation Key Field
Centers & Classrooms Classroom's name Required Classroom Primary Key
Centers & Classrooms Classroom's Active Optional



Accudemia Table Accudemia Field Required for Creation Key Field
Centers & Classrooms Center's name Required Center Primary Key
Subject Areas Subject Area's name Required Subject Area Primary Key
Subject Areas Subject Area Prefix Required
Subject Areas Subject Area Code Required


Subject Area (Courses) and Class Imports

In this next section, we are building the Subject Areas (Courses) along with the Class information for the Students to be enrolled in or registered to, tutors to be assigned in, and/or Instructors (Faculty) to be assigned in Accudemia.


Accudemia Table Accudemia Field Required for Creation Key Field
Subject Areas Subject Area's name Required Subject Area Primary Key
Subject Areas Subject Area Prefix Required
Subject Areas Subject Area Code Required
Classes Class Registration Number Required Class Primary Key
Classes Class's Short Name Required Class Secondary Key
Classes Class's Postfix (or section number) Required Class Tertiary Key
Classes Class Other Optional
Users > Instructors Instructor’s User ID Required Instructor Primary Key
Users > Instructors Instructor’s First Name Required
Users > Instructors Instructor’s Last Name Required
Terms Term's Name Required ? Term Primary Key
Terms Term's Start Date Required ?
Terms Term's End Date Required ?



Accudemia Table Accudemia Field Required for Creation Key Field
Users > Tutors Tutor's User ID Required Tutor Primary Key
Users > Tutors Tutor's First Name Required
Users > Tutors Tutor's Last Name Required
Users > Tutors Tutor's Email Optional !
Users > Tutors Tutor's Phone Number Optional
Users > Tutors Tutor's Alternate ID Optional *
Users > Tutors Tutor's Password Optional *
Subject Areas Subject Area's name Required Subject Area Primary Key
Subject Areas Subject Area Prefix Required
Subject Areas Subject Area Code Required



Accudemia Table Accudemia Field Required for Creation Key Field
Users > Students Student's User ID Required Student Primary Key
Users > Students Student's First Name Required
Users > Students Student's Last Name Required
Subject Areas Subject Area Name Required Subject Area Primary Key
Subject Areas Subject Area Code Prefix Required
Subject Areas Subject Area Code Required
Classes Class Registration Number Required Class Primary Key
Classes Class Postfix (or section number) Required
Classes Class Short Name Required
Terms Term's Name Required ? Term Primary Key
Terms Term's Start Date Required ?
Terms Term's End Date Required ?



Accudemia Table Accudemia Field Required for Creation Key Field
Locations Center Name Required Center Primary Key
Locations Service Name Required Service Primary Key
Subject Areas Subject Area's Name Required Subject Area Primary Key
Subject Areas Subject Area Prefix Required Combined with Code to form a Secondary Key
Subject Areas Subject Area Code Required Combined with Prefix to form a Secondary Key

NOTE: You must import a complete list or all Service-to-Course Associations/Restrictions for these to not clear out the existing Service-to-Course Associations/Restrictions already created manually in Accudemia.



Simplified Class Registration Import

It would appear that the import files we show above have a lot of redundant information in them, but realize that if the data is already imported, then subsequent imports you can choose to use only the primary key or secondary key to identify that data.


Accudemia Table Accudemia Field Required for Creation Key Field
Classes Class Registration Number (CRN) Required Class Primary Key
Subject Areas Subject Area's name Required Subject Area Primary Key
Users > Students Student's User ID Required Student Primary Key
Terms Term's Name Optional ? Term Primary Key
Users > Instructors Instructor's User ID Required Instructor Primary Key
Example: If I normally start by running a "student" import and then a "class" import as shown in the above imports. At this point I should have already created/imported my Students, Instructors details in the Users Table and the Subject Areas (Courses) & Classes in the database. Now when running the "enrollment" import (since these items already exist in the database) I can simply refer to them using their primary key fields on the subsequent imports. As an example my "Student Registration" import only has to include their primary key fields:
  • Student's User ID
  • Subject Area Name
  • Class Registration Number (CRN)
  • Instructor's User ID
  • Term Name


Optional Imports

All of these imports are non-essential and would be something you may want to import to track groups and other items in the Accudemia Reports.


This import is only done for Supplemental Instruction Classes that you need to track in Accudemia.
Accudemia Table Accudemia Field Required for Creation Key Field
Subject Areas Subject Area's name Required Subject Area Primary Key
Subject Areas Subject Area Prefix Required
Subject Areas Subject Area Code Required
Classes Class Registration Number Required Class Primary Key
Classes Class's Short Name Required Class Secondary Key
Classes Class's Postfix (or section number) Required Class Tertiary Key
Classes Class's Days of Week Optional !
Classes Class's Start Time Optional *
Classes Class's End Time Optional *
Classes Class's cut-off Optional
Classes Class's tardy Optional
Classes Class's Other Optional
Classes Class's comments Optional
Classes Class's active Optional
Users > Instructors Instructor’s User ID Required Instructor Primary Key
Users > Instructors Instructor’s First Name Required
Users > Instructors Instructor’s Last Name Required
Centers & Classrooms Classroom's Name Required Classroom Primary Key
Terms Term's Name Required ? Term Primary Key
Terms Term's Start Date Required ?
Terms Term's End Date Required ?



This import is only done to assign Group members that you need to track in Accudemia.
Accudemia Table Accudemia Field Required for Creation Key Field
User Groups User Group's Name Required User Group Primary Key
Users > Students Student's User ID Required Student Primary Key



Accudemia Table Accudemia Field Required for Creation Key Field
Users > Students Student's User ID Required Student Primary Key
Users > Tutors Tutor's User ID Required Tutor Primary Key

NOTE: You must import a complete list or all Student-to-Tutor Associations/Restrictions for these to not clear out the existing Student-to-Tutor Associations/Restrictions already created manually in Accudemia.



Typical Single File Import

When working with other SIS (Student Information Systems) to get CSV extracts to import typically, you'll get all the information in a single file from those other systems (Datatel, Banner, PeopleSoft, etc.)


Accudemia Table Accudemia Field Required for Creation Key Field
Users > Students Student's User ID Required Student Primary Key
Users > Students Student's First Name Required
Users > Students Student's Last Name Required
Users > Students Student's Active Optional ^
Users > Students Student's Email Address Optional !
Users > Students Student's Phone Number Optional
Users > Students Student's Alternate ID Optional *
Users > Students Student's Password Optional *
Subject Areas Subject Area's Name Required Subject Primary Key
Subject Areas Subject Area Prefix Required
Subject Areas Subject Area Code Required
Classes Class Registration Number Required Class Primary Key
Classes Class's Short Name Required Class Secondary Key
Classes Class's Postfix (or section number) Required Class Tertiary Key
Users > Instructors Instructor’s User ID Required Instructor Primary Key
Users > Instructors Instructor’s First Name Required
Users > Instructors Instructor’s Last Name Required
Users > Instructors Instructor’s Email Address Optional !
Terms Term's Name Optional ?
Terms Term's Start Date Optional ?
Terms Term's End Date Optional ?


Do you still have questions about the “All-in-one” import?

View the accudemia-all-in-one-registration-import.pdf Guide.

Accudemia Database Tables & Fields Information

For more info about the database structure and the database field requirements visit: Accudemia Fields Information

Download CSV Import Samples

Download your Accudemia Import Sample files: CSV Import Sample Files

Guides for Special Import Options

These guides try to walk you through creating setting up special import options that may be needed and explains the options to try to simplify the process.


Start by creating the Profile Questionnaire that will be the table these custom fields will be imported into Accudemia:
Create Profile Questionnaire Step-by-Step

Profile answers do not have to be mapped if you are importing from a CSV file. The reason why it works this way is that you can have several questions across different pages.
Instead, profile answers require specific headers. The format of the header is @Profile(Page=X, Question=Y) where X represents the number of the page and Y represents the number of the question to set.
For example, if your profile questionnaire has 2 pages with 3 questions each, you should have 6 columns with the following headers:

  • @Profile(Page=1, Question=1)
  • @Profile(Page=1, Question=2)
  • @Profile(Page=1, Question=3)
  • @Profile(Page=2, Question=1)
  • @Profile(Page=2, Question=2)
  • @Profile(Page=2, Question=3)

Also, you can use a shorter version or the header by not specifying the words "Page" and "Question," for example, @Profile(1,2) for page #1, question #2.
If you are editing your CSV file with Microsoft Excel, you might receive an error saying, "That function is not valid.". To solve that problem, you need to add a white space before the '@.'
In multiple choice questions, you have to specify the text of the option you want. For example, if the question has the possible answers "Yes", "No", "Maybe", then you can enter the text "Maybe" in your CSV file.




While uploading this information to store on the Students themselves you can also create Student Groups to help the System Admins have highly usable groups based on these demographics to pull reports on in Accudemia. Follow these steps to do this:

  1. Create the import job in ADX.
  2. Map the @Profile(1,1) column (as an example) to "User Groups Name" and be sure to also map the Student ID column to "Students User ID" in ADX.
  3. On the Import Behavior step of the import job wizard be sure to always check the "Remove Users not on this import" option so that the group is updated every-time it is imported. The only time this option will not be necessary if you only import partial files of students.
You can only map one column to the "User's Group Name" in each import, so you'll have to create a separate import job for each demographic column you need to create groups from.
Be careful when uploading information using simple answers like "yes", "no" or using similar codes in multiple columns because these will become the Student Group names.

As an example of this error uploading Student Groups:

If I upload a file with their "In-state Status" of "Yes" and "No" in one column and then upload another file with their "Veteran Status" of "Yes" or "No," it will overwrite the previous "Yes" group created.

As a possible solution when I have a demographic like "Veteran Status" and it has "Yes" or "No," I would need to replace all the "yes" answers to "Veteran" and the "No" to "Non-Veteran" so these import into easily identifiable groups in Accudemia.

More information about importing users into student groups is available here: https://desk.zoho.com/portal/engineerica/en/kb/articles/ac-17-11-2020




In order to import the class schedule, you can start from your class import file which has Subject Area info and Class data. Then add the following columns:

  • Schedule Days: The day of the week when the class is given, either using a 3 letter abbreviation or using the full day name. For example, Mon, Tue, Wed, Thu, Fri, Sat, Sun or Monday, Tuesday, etc. You can multiple days by separating them by a forward slash (/). For example, Mon/Wed/Fri.
  • Start: The start time of the class, in format "h:mm tt". Valid examples are: 10:00am, 3:15pm.
  • End: The end time of the class, in format "h:mm tt". Valid examples are: 10:00am, 3:15pm.
  • Classroom: Where the class will be given, it's the name of an existent classroom, such as "A100", "SCH 5", etc.

Here's a simple example:

When running the Create Job Wizard in ADX and you want the classrooms to be created automatically when you import, ensure that on General tab of the Importing Behavior step the "Do not Create New Centers/Classrooms automatically" checkbox is unchecked.



If you want to have student and employee phones, just as shown above, it is possible to import profile pictures using the Accudemia Data eXchange (ADX) import/export tool. Let's see how you can do this.

  1. First of all, you need to download and install ADX in your computer. If you already had it installed, then make sure to update to the latest version (click on Help -> Check for Updates). Then log in with your credentials and create a new import job. You will need to have all the photos and create a new CSV file to tell Accudemia what photo assign to each user.
  2. For example, if you have a folder in your computer with all the photos name like "student_[ID].jpg", where [ID] is the student number, create a CSV like this:
  3. Then, open ADX and create a new job. You need to select the CSV file and the folder where all your photos are located, as shown here:


  4. Then you need to map the student fields, at least the student number and the photo name, as shown here:
  5. The last step would be to click Next until your job is saved and then run it by clicking on "Run Import Now".

That's it, now simply log in to Accudemia and your photos will be there!



In this section, you'll be able to select options that when chosen will determine how the data on the imports will be handled.

General

This area determines how Users and Centers/Classrooms are updated on the import.

Users Information:

  • Skip existent users (will not be updated) - This option allows you to import only new students from the updated file you are uploading and it will not even attempt to update students that exist in the Accudemia database.
  • Generate a password for new users - This option allows you to create a password for your new users. (Unfortunately no one will know this password unless you provide the email address.)
  • Warning! Each student will be notified via email about this newly created password.
  • Inactivate students not being imported - This option helps keep only active students in your Accudemia database based off the ones being imported regularly. This option only helps or is useful when importing the entire student roster.
Important: Must include an "Active" column with "yes", "true", or "1" on the imports for this "Inactivate Students" feature to run properly.

Centers and Classrooms:

  • Do not create new centers/classrooms automatically (Selected by default) - Uncheck this option if you do want to create new centers and classrooms from the import. Typically if you have a lot of centers or classrooms you need created this will become helpful.

Enrollment/Registration/Assignments

This section determines how you handle Student Enrollment, Instructor Registration, and Tutor Assignments when imported.

Student Enrollment:

  • Overwrite students enrollment - This setting makes the system update the enrollment for the users being imported. If not checked it will append/add to the classes that the students are enrolled in so this option is strongly recommended during the import of enrollment.
    • Drop all enrollment for students not being imported - This setting takes the first option of "Overwrite students enrollment" a step further by also dropping student enrollment from any student in the Accudemia database that is not on this current import.
Just for clarification on how these settings work:
  1. If both are NOT checked: the enrollment you import is appended to the existing enrollment a student has in Accudemia. This means that no drops are done at all.
  2. If only “Overwrite students enrollment” is checked: The enrollment for the students being imported will be overwritten for the Terms being uploaded. This means that if you import a student with classes "1", "2", and "3" in their enrollment one time. And then you import the same student with registration to classes "1", "2", and "4" the next import; Accudemia will drop the existent enrollment for the "3" class since it was not part of the classes being imported currently. All other students not being imported won’t be touched and will still have all their enrolled classes.
  3. If both options are checked: First all the existent enrollment data for the semesters being uploaded for all the students will be dropped. Once dropped, the new data will begin enrolling students for the semesters being imported. That means that if you import enrollment for only students A and B then any other students (such as C and D who were already imported) will end up with no classes enrolled.

Instructor Registration:

  • Overwrite instructors registration. - This setting makes the system update the enrollment for the users being imported. If not checked it will append/add to the classes that the instructors are registered for so this option is strongly recommended during the import of enrollment.
    • Drop all assignments for instructors not being imported. - This setting takes the first option of "Overwrite instructors registration" a step further by also dropping instructor registration from any instructor in the Accudemia database that is not on this current import.
Just for clarification on how these settings work:
  1. If both are NOT checked: the assignments you import are appended to the existing assignments an instructor has in Accudemia. This means that no drops are done at all.
  2. If only “Overwrite instructors assignments” is checked: The assignments for the instructors being imported will be overwritten for the Terms being uploaded. This means that if you import instructors A and B with their assignments, Accudemia will drop the existent assignments for those 2 instructors and set the only the ones being imported currently. All other instructors not being imported (such as instructors C and D) won’t be touched.
  3. If both options are checked: Before importing anything, all the existent assignments for the semester being uploaded, for all the instructors will be dropped. Once dropped, the new data will be inserted for the semesters being imported. That means that if you import assignments for only instructors A and B, other instructors ents (such as C and D) will end up with no classes enrolled.

Tutor Assignments:

  • Append to current assignments - This allows you to import a file with new tutor assignments to add to existing tutor assignments in Accudemia.
  • Overwrite current assignments - This allows you to overwrite with an updated import file with all the tutor assignments in it.
  • Overwrite current assignments and assign all imported tutors to all subject areas (Imported assignments will be ignored) - This will give all tutors in the import file all classes (typically used only if you are uploading a list of tutors and you don't want to have to manage the tutor assignments in Accudemia.

User Groups

This section determines how user groups are updated on import.

  • Remove non-imported users from groups. - This option allows the group to be updated by removing all members of the group and then adding only the ones on the import file. With this option unchecked it will simply append/add members to the group but not remove them.
  • If you are not importing any one of the above-mentioned items in this Importing Behaviors section then the section's behaviors will be ignored when you import your CSV file and the settings can be omitted. For example, when I import a "Student Information" CSV file, I only need to set the settings in the sections about Users and Students. If I choose to include their enrollment on that file later, then I'd need to make sure to check the Enrollment/Registration/Assignments settings in that tab/section of the Import Behaviors.


Exporting your Data

Purpose: To export your data as a CSV file.
How to Access: Administration > Advanced > Export

The available data to download:

  • All Users - Lists all users in the system, including some useful information such as email, address, and phone number.
  • Students - Lists all students in the system, with detailed information.
  • Tutors - Lists all tutors in the system, with detailed information.
  • Instructors - Lists all instructors in the system, with detailed information.
  • Classes - Lists all classes in the system.
  • Subject Areas - Lists all subject areas in the system.
  • Student Enrollment - Gets all students and the classes where they are enrolled.
  • Tutor Assignments - Lists all tutors assigned to a subject area, and their assignment.
  • Session Logs - Lists all session logs registered in the past, including the details of each one of them.
    • Last 7 Days Session Logs - Lists all session logs registered in the last 7 days, including the details of each one of them.
    • Last Month Session Logs - Lists all session logs registered in the past month, including the details of each one of them.
    • Last 3 Months Session Logs - Lists all session logs registered in the past 3 months, including the details of each one of them.
    • Last 6 Months Session Logs - Lists all session logs registered in the past 6 months, including the details of each one of them.
    • Last Year Session Logs - Lists all session logs registered in the past year, including the details of each one of them.
  • All Appointments - Lists all appointments made in the past and the future.
    • Last 7 Days Appointments - Lists all appointments made in the last 7 days.

Scheduled or Automated Imports / Exports

In this section, you'll learn what you need to do to schedule imports or exports. There are some prerequisites that we'll review as well to complete this process. All of these have been explained above but you can review these are the prerequisites links:

  1. Download and install ADX (Accudemia Data eXchange).
    • Scheduled Import Options:
      1. Any Import Type
    • Scheduled Export Options:
      1. All Users - Lists all users in the system, including some useful information such as email, address, and phone number.
      2. Students - Lists all students in the system, with detailed information.
      3. Tutors - Lists all tutors in the system, with detailed information.
      4. Instructors - Lists all instructors in the system, with detailed information.
      5. Classes - Lists all classes in the system.
      6. Subject Areas - Lists all subject areas in the system.
      7. Student Enrollment - Gets all students and the classes where they are enrolled.
      8. Tutor Assignments - Lists all tutors assigned to a subject area and their assignment.
      9. Session Logs - Lists all session logs registered in the past, including the details of each one of them.
      10. Last 7 Days Session Logs - Lists all session logs registered in the last 7 days, including the details of each one of them.
      11. Last Month Session Logs - Lists all session logs registered in the past month, including the details of each one of them.
      12. Last 3 Months Session Logs - Lists all session logs registered in the past 3 months, including the details of each one of them.
      13. Last 6 Months Session Logs - Lists all session logs registered in the past 6 months, including the details of each one of them.
      14. Last Year Session Logs - Lists all session logs registered in the past year, including the details of each one of them.
      15. All Appointments - Lists all appointments made in the past and the future.
      16. Last 7 Days Appointments - Lists all appointments made in the last 7 days.
  2. Once these are complete you should be able to schedule your import/export as explained below:

Prerequisite 1 - Download and install ADX

Step 1: When you log into Accudemia as a System Admin Go to Advanced > Imports

Step 2: Then under the “Get it Now!” Heading click on the following Icon:

Step 3: Follow the instructions to install. Then go ahead and store your login credentials on the first screen.

Prerequisite 2 - Setup an Import Job or Export Job

Step 1: Once logged into the software/school.accudemia.net site, click on either “New Import Job” or “New Export Job”:

Step 2: Once you click “next” on the first screen of the import/export wizard, either:

  1. Select the CSV file for the import OR
  2. Select the type of export job and the file location with the name you want to use for the export file

by clicking the browse(…) button and when done finally click next button.

Step 3: Now if importing ADX wants you to map the fields with drop-downs to each of the ones in your CSV file. Click next when done.

Note: Exports will not have this step.

Step 4: Then it shows you the results of what it found to import; click on them to see what it's pulling, then click next.

Note: Exports will not have this step.

Step 5: At this point, it wants to know if you want to overwrite data, I would have it set to append for now until ready for a new semester to overwrite. Click next.

Note: Exports will not have this step.

Step 6: Finally, name the Import Job or Export Job and click the Finish button.

Schedule Imports / Exports in ADX

Now that we know where and what data to pull/push, we need to automate it.

Step 1: Start by clicking “view details” on the left column under the import job and then under schedule “Enable. “

Step 2: Then click the “new” button and set up your reoccurrences. Click “OK”.

Step 3: You should see the automated task set up to go for you and click “ok” and done.

Want to run the ADX Import/Export Job when you are not logged in?

If you happen to need to run the scheduled automated imports/exports when the user is not logged into the computer or server, you'll need to go directly into the Windows Task Scheduler itself and set this permission by editing the properties of the ADX import job.

  1. First, open Windows Task Scheduler from the Windows Start menu or settings.
  2. Next, right-click the ADX Import job in the Task Scheduler Library window and select Properties.
  3. On the General tab of the properties, set the job to store your Windows User Credentials by selecting the “Run whether the user is logged in or not” in the Security Options section.
  4. When you click OK at the bottom, you'll now be prompted to enter and store your Windows User Credentials.
If you ever change your passwords, then you'll need to come and update this section.

Other Options in ADX

In this section, we'll explore the different options you have available in the ADX toolbars.

File

These are the typical actions you would perform in ADX:

Create New Import Job

Create New Export Job

Tools

These are some useful options available to you while working on the import/export tool.

Overview

This menu option takes you to an overview of the past ran jobs in ADX.

View Accudemia in Browser

This option passes over the credentials of the user currently logged into the ADX application to accudemia.net so they can look at account settings and import history without having to re-login.

View Accudemia in Browser

This option also passes over the user's credentials currently logged into the ADX application to accudemia.net. Still, it takes the user specifically to the import history on the server without having to re-login.

Change Accudemia Account

This option allows you to change/update/designate who is logged in to run the imports.

This person will be sent the status of the imports via email on whether or not they failed or succeeded on the Accudemia server-side.

Options

This section gives you additional means to use, troubleshoot, and analyze import or export jobs that are having issues.

General Tab

This section allows you to email notifications about Imports/Exports failing or succeeding to a list of individuals by placing emails separated by a return in the textbox. If you want to email 2 people about only failures see below:

Plug-ins Tab

This section deals with setting up plug-ins that you have developed to integrate another system with ADX using our API. More information about this can be found here:
https://github.com/engineerica/accudemiaext/wiki

Logging Tab

This section allows you to look at the current import/export logs to find the root cause of the import failing and can be used to troubleshoot with the Accudemia Support Team.

Help

In this section, we'll find helpful links to support resources, software updates, and version information.

Contact Support

This option will open an email addressed to our Accudemia Support Team in your computer's designated mail program/application such as Outlook, ThunderBird, etc.

Documentation

This option will direct you out to this guide. Congrats! You are already here. 8-)

Accudemia Forums

This link will take you out to the Accudemia Forums to search for answers to frequently asked questions, view helpful tips, and interact with other registered Accudemia clients to see how they run imports, etc.

Check for Updates (Software Updates)

This link will check if that are any updates needed.

About Accudemia Data Exchange

How do I find My ADX Version Number? When the ADX application opens it will show the exact version number of ADX you currently have installed.

To access this information once you already have the app open navigate to the Help > About… section in the main menu.

Troubleshooting Import Errors in ADX

Errors can occur locally on your computer or the Accudemia server when importing. All can be resolved by checking out this quick checklist of troubleshooting tips:

Import Errors on your Local Server

The errors that occur locally on your computers typically are related to the Windows User's permission, a Windows Group Policy, or network access given to the user for the file, folders, or resources that the ADX import jobs are attempting to use.

  • Cannot access the file - This is the most common error where the user used on a scheduled import job does not have access to the file any longer.
  • Administrator Permission - The next common error is that the user does not have elevated privileges to perform the scheduled task.
  • Password Reset Needed - Sometimes everything looks fine on the surface. The job runs as scheduled but never makes it to the Accudemia Server. This can happen if there is a Windows Group Policy to reset your password every 3 or 6 months and the Windows User running the import job has not updated their password as required. Typically if you can set up a Windows User Account that is only a “service account” and can be setup to be excluded from these policies.

Import Errors on the Accudemia Server

Errors that can occur on the Accudemia Server are typically related to licensing issues or incomplete information being provided.

  • Failed to create new Classes - Typical problems and solutions:
    1. Problem: The Semester/Term does not exist in Accudemia or the information being uploaded does not match - In other words, you are uploading “FA2021” and the system has the Term Name set to “Fall 2021”.
      1. Solution: Update the “Term Name” in the CSV files to match what is in Accudemia already or update the “Term Name” in Accudemia to match what is in the CSV files.
      2. Solution: You can provide more information on the import file such as the “Term Start Date” and “Term End Date”. Then the CSV file import can create the terms if they don't already exist from someone manually adding them in Accudemia. This will ensure they are created from the import process.
    2. Problem: The Course/Subject Area and Class information are not mapped fully or correctly - In other words, you are uploading only partial information to the system. The Courses/Subject Areas are generic but will house specific Classes each Semester.
      1. Solution: Make sure the following Course/Subject Area and Class mappings are always present in your ADX import job:
        • Subject Area Name - This is the Primary Key for the course and typically will be something like “MAT101”, “MAT-101 College Algebra I”, or “College Algebra I”, etc.
        • Subject Area Code Prefix - This is the first part of the code associated with the Subject Area like “ENG”, “MATH”, “HIST”, etc. This will be combined with the Subject Area Code in the system and be displayed as “ENG-110”, “MATH-1101”, etc.
        • Subject Area Code - This is the second part of the code associated with the Course like “101”, “1210”, “352”, etc. This will be combined with the Subject Area Code Prefix in the system and be displayed as “ENG-110”, “MATH-1101”, etc.
        • Class Reg. Number - This is a unique number assigned to all classes each semester that can easily identify a specific class instance and typically are like “45316”, “68463”, “681861”, etc. This is the Class primary key from which all other information will be updated.
        • Class Short Name - This is a unique name for the specific class instance and sometimes it can be actually quite long if you overthink it. Typically this looks like “MAT-101-01”, “PSYC1202 - 68131”, “ENG110-AA - English Composition I (Williams-FA2021)”, etc.
        • Class Postfix (a.k.a. Class Section Number) - This is the representation for the section number of the class instance for the semester(s) being uploaded and will look something like this “01”, “02”, “AA”, “AB”, etc. This will be combined with the Subject Area Code Prefix and Subject Area Code in the system and be displayed as “ENG-110-01”, “MATH-1101-02”, “HIST-210-AA” etc.
  • Failed to import new Students - Typical problems and solutions:
    1. Problem: This can happen if you have too many students in the import file and it places the account over the licensed limit. Based on the license purchased you are limited to a certain number of active students in Accudemia.
      1. Solution: Use an “Import Behavior” when creating an import job in Accudemia that helps “Inactivate students that are not on the import file”. By using this option, it will then allow you to import new students and inactivate those old students in the Accudemia system no longer coming over on the import CSV files. To reactivate the students should they start to show up on future imports but were not in them at first (maybe they had not registered early or took a semester off) then you may want to create an “Active” column on the import CSV. This “Student's Active” mapping on the import job in ADX will be used to reactivate them upon import.
There could be issues in the import IF using Term information, when creating a new Term or using an existing Term we need to make sure the information on the CSV file matches the Term info on Accudemia, IF the Term name is different then Accudemia would consider it as a new Term, same is the Term coming in the file overlaps with an existing term in Accudemia

Data Missing but No Errors

The import may have passed through all of the file checks locally because it was provided all of the relevant key field mappings needed in the ADX import job for that data set, but it can still fail because the data itself may not be providing all of what is needed to make it upload properly. A perfect example is if I run these imports out of order:

  1. Students
  2. Subject Areas/Courses
  3. Student Enrollment

The import jobs may pass all of the file checks and upload to the server but fail when the Accudemia website realizes the import contains enrollment data (the relationship between students and classes) but there are none of these students or courses that exist in Accudemia. This can cause an issue with enrollment uploading partially (only for those students and classes that exist). Typically this is why most institutions will choose to combine all of these imports into one file so they don't have to worry about the order they upload.


Prev:. Outlook 365 Integration | Table of Contents | Next Article - Administration: Advanced - Control Panel