How to clean learner data prior to importing

Issues Description

Suggested Remediation

Tip

• First names in all capitals don't look good in the app
• No one likes to be SHOUTED AT 😀

• Make sure the first name is using Title Case and not ALL CAPITALS

• Use Excel =PROPER() function to convert any names in CAPITALS to Title Case

•  Last names in all capitals don't look good either

• Make sure the last name is using Title Case and not ALL CAPITALS

• Use Excel =PROPER() function to convert any names in CAPITALS to Title Case

• Some data exports from IT or HR systems can have multiple emails columns such as alias or secondary emails
• The email address must be the same as the one the user will know to login in with

• Make sure the email address is the learners primary email and not an alias

• Check the different columns in your raw data export file to ensure it's the primary email address of the learner

• Some data exports from IT or HR systems can have badly formatted email address with spaces between names or domains in emails

• Make sure emails have no spaces

• Use Excel Find & Replace feature to remove spaces from email address

• If data is provided manually sometimes typos can creep in

• Make sure the email domain are correct and includes dot in relevant locations
• e.g @acme.com.au and not @acme.comau or @acme.com.a

• Use Excel =COUNTIF Function to check the email address for badly formatted domains

• =COUNTIF(Cell,"*"&"@domain.com.au"&"*")

• The function returns 1 of a match a 0 if not

• Emails have different cases

• make emails in all lowercase characters for best results

• Use Excel =LOWER() function to convert emails into all lowercase characters

• Users with duplicate emails can listed in error

• check for duplicates in the email column

• Use Conditional Formatting to highlight any duplicates