Note: To upload historical training, the training manager must have the permission Can upload historical training?. For details on how to assign this permission, see Set permissions for training managers.
Start from: The Flow Learning dashboard.
- Select Learning & Development > L&D settings from the main menu.
- Scroll down to External Training Historical Uploads and select View.

Prepare the CSV for upload
The CSV file you will upload contains a batch of previously completed training records, which may come from another training provider, a legacy system, or an export from a previous platform. Before attempting the upload, make sure you have this data ready. You may need to request an export from your previous provider or run a report from another system.
- Under Download an existing template, select Download to get the CSV template.
Note: Dates in your CSV file must be in YYYY/MM/DD format. If the dates do not match this format, incorrect details may be applied to trainee records. Contact your Customer Success Manager if you need help completing the CSV template.
Configure and upload
- Select Choose file to locate your completed CSV file.
- Configure the available options before uploading:
- Match trainees by email: uses trainee email addresses to identify them in the system. Use this option if you do not have external IDs set for all your trainees. All email addresses must be unique.
- Remove completed training: removes any existing completed external training from trainees before the historical training is allocated.
Note: If this option is not enabled and a learner already has an incomplete version of the same external training on their profile, they will end up with two versions: one completed and one incomplete. For example, if a Fire Safety course was outstanding on a learner's profile and a historical upload was performed for the same course with this option disabled, both versions would appear on their profile.
- Test upload: tests the validity of the data in the CSV file without importing any data. Always run a test upload first to catch any errors before committing to the import.
- Select Upload.
If the test upload is successful, you will receive a confirmation notification. If it fails, remove the uploaded file, fix any errors, re-upload the amended file, and run the test again.
Once the test is successful, uncheck Test upload and select Upload again to complete the import.
Your historical training data will be uploaded and available in the system.


