The Custom Import feature in TEAMS allows you to bulk upload data using CSV files and map your own column headings directly to TEAMS fields. This provides flexibility when migrating data from another system, cleaning up existing records, or bulk-updating information without manual entry.
Using Custom Imports, you can choose whether to add new records, update existing records, or skip data based on your import configuration. This ensures you stay in control of how data is handled during each import.
Custom Imports are available for selected data types only. These include:
Student
Enrolment
Enrolment Module Result
Employer
Agent
Important note: Each import type has its own rules and dependencies, which are explained in the individual help articles.
Prepare Your CSV File
The first step is to prepare a CSV file containing the data you want to import into TEAMS.
Each row in the CSV must represent one record, and each column should contain a specific piece of information (for example, Student Number, Name, Date of Birth, or Employer Code). You can either export this data from your previous system or build a new CSV file using the relevant import guide.
Ensure the file is saved in CSV format before uploading.
Upload the CSV File
To upload your file, navigate to:
- Admin → Custom Import
- From the Custom Import screen, select the import type you wish to use (for example, Student or Employer).
- Once selected, click the Upload button and choose your prepared CSV file.
After uploading, the system will take you to the field-mapping screen.
Field Mapping and Saving the Import Structure
The field-mapping screen allows you to link each column in your CSV file to the correct TEAMS database field. This ensures the data is imported into the right place.
You will see two key options on this screen.
Save This Import Map (For Later Use)
If this is the first time you are importing a file with this structure, you can give the import map a name. Saving an import map allows you to reuse it in the future without repeating the field-mapping process, as long as the CSV column headings remain the same.
Once named, map each CSV column to the appropriate TEAMS field.
Pick From an Existing Import Map
If you have previously saved an import map, you can select it from the dropdown list. When selected, TEAMS will automatically apply the saved field mapping to your uploaded file.
After naming or selecting an import map and completing the field mapping, click Next to continue.
Import Configuration
In this step, you define how TEAMS should handle new and existing data found in your CSV file.
New Data
If the system detects records that do not already exist in TEAMS, you can choose:
- Add new entries – to create new records in TEAMS
- Skip new entries – to ignore new records and not import them
Existing Data
If the system detects records that already exist in TEAMS, you can choose:
- Overwrite existing data – to update existing records with the CSV values
- Skip existing data – to leave existing records unchanged
After selecting the appropriate options, click Submit to start the import.
Monitoring the Import Process
Once submitted, you will be taken to the Custom Import Dashboard, where you can monitor the progress of your import.
The dashboard displays:
- Total Records – total number of rows in the uploaded file
- Records Processed – number of rows processed so far
- Updated Existing Records – number of records overwritten
- Pending Records – number of records still waiting to be processed
After the import completes, you can use the Download icon to download:
Successfully imported records, or
Error files, showing why certain records failed
This allows you to review, correct, and re-import data if required.