Bring your team’s past training records into Opus so you can track everything in one place without starting over. This guide shows you how to import previous training completions so your reports stay accurate and team members get credit for what they already finished.
💡 Important: The training must already exist in Opus before you can import (backfill) completion data. If the training hasn’t been created yet, you’ll need to set it up first before running the import.
Step-by-Step Instructions
Follow these steps to get started:
Go to Settings in your Opus dashboard.
Click the Training Imports tab.
Click Import from CSV.
Choose how Opus should match rows to users:
Name matching
HRIS employee matching
Phone number matching
Email matching
Format your CSV based on your selected matching option.
Upload your CSV or paste your data into the field.
Review the validation summary. Fix any errors shown in red.
Click Import.
⁉️ Looking to backfill compliance training? Learn how to upload your team's certificates in just a few clicks here.
What Happens After Import
Each row will be processed as one of the following:
Imported right away: The user and training content were found, so the completion is added immediately. The completed training will show directly in their user profile in the Completed tab.
Pending (waiting for sign-up): The training content was found, but the user has not signed up yet. The completion will be added automatically once they do.
Important to Know
💡Training imports can only be deleted while they are in a Pending state. Once a user signs up and the completion is applied, it cannot be undone.
💡 If you’re using HRIS matching, the employee must already exist in Opus before importing. Otherwise, you’ll see a validation error.
💡 Your training needs to be created and published first before backfilling any completion data.
FAQ
Which matching method should I use?
Use the method that most reliably matches how your user data exists in Opus. HRIS matching is best if you have a connected system. Email is typically the most consistent fallback.
What happens if a user is not in Opus yet?
Their row will show as Pending. Once they sign up, Opus will automatically apply the completion.
Can I fix errors before importing?
Yes. Opus validates your file before import and highlights issues in red so you can correct them first.
Can I undo or delete an import?
Only while it is in a Pending state. Once applied to a user, it cannot be removed.