IMPORT DATA FROM EXCEL®

You may import data into TRAIN TRACK™ from Excel®:

• Employee records (including job titles and departments)
• Training rocords
• Ttraining completion data

You may import all of your data when you first start using the program, and you may import additional data at any time.

Import Employee Records

1. From the Main Menu, Records tab, click on Import from Excel®: Employees.

2. The Import dialog will open. Click Browse.

2 The Browse box will open. Select a folder to export the Excel® template to, and click OK.

3. Click Open Template to open the template file in Excel®.

4. Paste your data into the columns in the template. The data must be in this format in order to be imported. Leave columns blank if you don’t have data to paste. Any new job titles, departments, or employee types will be automatically added.

• LastName: Required
• FirstName
• EmployeeNumber: Numbers only
• Dept.
• Supervisor
• Shift
• Location
• Phone
• JobTitle (you can only import one job title per employee)
• StartDate: mm/dd/yyyy
• Other: User-defined
• Email
• Employee Type

5. Close and save the Excel® file, then return to TRAIN TRACK and click Next.

• TrainingName: Required
• TrainingNumber
• Type
• Rev
• Hours
• MonthsExpire: The number of months before the training expires.
• ExamRequired: yes/no 

Import Training Completion Data

• TrainingName: Must match an existing training
• LastName: Must match an existing employee
• FirstName: Must match an existing employee
• DateComplete: mm/dd/yyyy
• DateExpires: mm/dd/yyyy. Leave blank if you want it calculated.
• Paid: Currency
• Score: Number
• Pass: yes/no