9. Custom Imports
- Description
- Curriculum
- Reviews
Overview of the Course
The Custom Import course is designed to give you complete confidence in handling data imports within TEAMS. Whether you’re importing student details, enrolments, results, or financial data, this feature helps you automate routine processes and maintain data integrity. You’ll learn how to use templates, validate data, and monitor the status of each import to ensure accuracy. This course sets the foundation for efficient data management and smooth system operations.
Please note: The lessons in this course are structured in a logical sequence. To ensure the best learning experience, follow the lessons, quizzes, and assignments in order.
Outcomes
Once you have completed this course, you will be able to:
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Understand the purpose and scope of the Custom Import feature in TEAMS.
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Prepare and format data files correctly for different import types.
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Map fields and use templates to streamline the import process.
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Validate data and resolve common import errors.
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Perform and monitor successful bulk data imports across various modules.
Who is this course for?
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System Administrators responsible for managing bulk data updates.
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Finance, Admin, and Marketing Teams that regularly handle student, agent, or financial data imports.
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Compliance Officers ensuring data accuracy and consistency across all records.
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RTO Managers and Senior Staff seeking to understand how data imports can improve operational efficiency and reporting accuracy.
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1
CUS - ST - Student - DetailsLearn how to prepare, map and import Student Details into TEAMS using the Custom Import feature. This lesson covers setup, mandatory fields, conditional rules, mapping, validations, and reviewing errors and warnings to ensure accurate student data migration.
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2
CUS - ST - Student - Details Quiz -
3
CUS - ST - Student - Address
In this lesson, you’ll learn how to prepare, map, and import student address information into TEAMS and how to structure your CSV file, follow mandatory rules, map Local, Mailing, and International addresses, and review errors and warnings to ensure accurate student records.
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4
CUS - ST - Student - Address Quiz
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5
CUS - ST - Student - Overseas
This lesson explains how to correctly import Student Overseas Details into TEAMS using the Custom Import feature.
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6
CUS - ST - Student - Overseas Quiz
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7
CUS - ST - Student - Next of Kin
Learn how to prepare, map, and import Student Next of Kin (NOK) details into TEAMS, ensuring accurate emergency contact information and compliant student records.
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8
CUS - ST - Student - Next of Kin Quiz
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9
CUS - ST - Student - Overseas Next of Kin
Learn how to prepare, map, and import overseas Next of Kin contact and address details into TEAMS, ensuring accurate emergency contact information for international and student visa holders.
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10
CUS - ST - Student - Overseas Next of Kin Quiz
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11
CUS - ST - Student - AVETMISS
Learn how to prepare, map, and import Student AVETMISS data into TEAMS to ensure accurate compliance reporting for Australian RTOs.
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12
CUS - ST - Student - AVETMISS Quiz.
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13
CUS - ST - Student - Contact log
Learn how to prepare, map, and import Student Contact Log data into TEAMS to maintain a complete and centralised communication history for each student.
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14
CUS - ST - Student - Contact log Quiz
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15
CUS - ST - Enrolment - Details
Learn how to prepare, map, validate, and import Enrolment Details into TEAMS, including mandatory fields, date rules, data dependencies, and how to troubleshoot errors using the Custom Import dashboard.
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16
CUS - ST - Enrolment - Details Quiz
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17
CUS - ST - Enrolment - Overseas
Learn how to correctly prepare, map, and import overseas visa details for enrolments in TEAMS, including mandatory fields, date rules, and how to review errors to ensure compliance for international students.
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18
CUS - ST - Enrolment - Overseas Quiz
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19
CUS - ST - Enrolment - Subject Result
This lesson covers how to import subject-level academic results into TEAMS and ensure enrolments are updated accurately for reporting and compliance.
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20
CUS - ST - Enrolment - Subject Result Quiz
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21
CUS - ST - Enrolment - Invoices
Learn how to prepare, map, and import Enrolment Invoice data into TEAMS to ensure accurate financial records, invoicing, and related finance processes.
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22
CUS - ST - Enrolment - Invoices Quiz
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23
CUS - ST - Enrolment - Receipts
This lesson covers how to import enrolment receipt data into TEAMS, ensuring student payments are correctly recorded against invoices for accurate financial reporting and compliance.
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24
CUS - ST - Enrolment - Receipts Quiz
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25
CUS - ST - Enrolment - Employer
Learn how to prepare, map, and import employer details linked to enrolments in TEAMS, including funded training rules, mandatory fields, and how to validate employer data for compliance and reporting.
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26
CUS - ST - Enrolment - Employer Quiz
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27
CUS - ST - Enrolment - National AVETMISS
Learn how to prepare, map, and import National AVETMISS data for enrolments in TEAMS, ensuring accurate compliance, funding eligibility, and successful national NAT file reporting.
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28
CUS - ST - Enrolment - National AVETMISS Quiz
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29
CUS - ST - Enrolment - State Funded
Learn how to prepare, map, and import state-funded AVETMISS data for enrolments in TEAMS to support state reporting, funding claims, and compliance checks.
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30
CUS - ST - Enrolment - State Funded Quiz
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31
CUS - ST - Enrolment - Contact Log
Learn how to prepare, map, and import enrolment contact log data into TEAMS to maintain accurate and centralised student communication records.
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32
CUS - ST - Enrolment - Contact Log Quiz
