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How to Import Training Completions (Training Backfills)

Learn how training imports bring your team's past completions into Opus, so their profiles and reports show training they already finished.

Written by Ben Brunken

Bring your team's past training records into Opus so your reports stay accurate and your team gets credit for training they already finished.

✅ Before you start: Admins can import training completions. Managers can too if their Role has the Manage Org Integrations permission.

The training must already be published in Opus before you import completions for it.

Table of Contents:

Step-by-Step Instructions

  1. Click Settings in the bottom left corner of your dashboard.

  2. Click Training Imports.

  3. Click Import from CSV.

  4. Under User matching strategy, choose how Opus should match each row to a team member:

    • Name matching: the team member's full name.

    • HRIS employee matching: their HRIS employee ID.

    • Phone number matching: their phone number in E.164 format (for example, +14155551234).

    • Email matching: their email address.

  5. Paste or drag in your CSV, or type directly in the grid. Each row needs the identifier for your matching strategy and the Content name. Completion date is optional, and phone and email imports also take an optional Label.

  6. Review the Summary panel and fix any errors it shows.

  7. Click Import.

➡️ Learn more:

What Happens After Import

Each row is processed as one of the following:

  • Applied to user: Opus found the team member and the content, so the completion is added right away. It shows on the Completed tab of their profile.

  • Pending user signup: Opus found the content, but the team member hasn't signed up yet, or their HRIS record isn't linked to an Opus profile yet. The completion is added automatically once they sign up or are linked.

Rows for training the team member already completed in Opus, and rows that match an existing pending import, are ignored.

Important to Know

⚠️ Deleting imports: You can delete an import record only while it's Pending user signup. Once the completion is applied, it can't be undone.

💡 HRIS matching: The team member's HRIS record must already be synced to Opus. Otherwise, the row shows as HRIS employee not found.

💡 Content names: The Content name must match the name of a published Course, Module, SCORM Course, or premium content in your Library. Capitalization doesn't matter, but spelling does.

FAQ

Which matching method should I use?

Use the identifier your records share with Opus. HRIS employee matching works best if you have an HRIS connected; otherwise use email or phone number, since name matching needs each full name to match exactly.

What happens if someone is not in Opus yet?

Their row shows as Pending user signup. Once they sign up, Opus applies the completion automatically.

Can I fix errors before importing?

Yes. Opus checks your rows before import and lists any problems in the Summary panel. Import stays disabled until you fix them.

Can I undo or delete an import?

Only while it's Pending user signup. Once the completion is applied to a team member's profile, it can't be removed.

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