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Cadmium Import

The following document describes the steps required to import Cadmium programs into WordPress.

Overview of the Process

  • Export from Cadmium
  • Review & Cleanup Data in Excel
  • Import into WordPress
  • Review each program and import one-by-one

Important Notes

  • Edits are saved as you go along, but it's best to import a program after you have made edits
  • To return to a previous import, select the date & time from the dropdown menu then click "Load Selected"
  • One approach is to simply get the programs loaded and make edits later, in WordPress

Steps

Export from Cadmium

  • Login to Cadmium ( https://www.mycadmium.com/login.asp )
  • Open 2017 > 2017-2018 Accreditation Process (Click Scorecard, then Launch)
  • Select Worksheets
  • Select Submissions
  • Click the Worksheet "Accreditation - Generate WordPress Import File"
  • Click "Run Worksheet"
  • Once loaded, click "Export to Excel"

Quick Review & Cleanup Data in Excel

Suggestions for Excel Quick Review:

  • Sort by Approval_Date: Delete rows with no approval
  • Sort by Website: Cleanup as per agreements
  • Sort by Title: Delete rows with "Cancelled" in name
  • Save this excel worksheet

Import Excel File into WordPress

  • Open Wordpress Dashboard ( https://www.cpd.utoronto.ca/wp-admin/ )
  • Go to the Import Tool: Dashboard > Programs > Cadmium Import Tool
  • Drag the Excel document onto the "Import Area"
  • Wait a few seconds while WordPress analyses the data
  • Adjust the "Approved From" dates to filter the list to only show records since your last import

Import Program(s)

Notes:

  • If there is an ! icon, click it to see the potential errors / issues
  • Duplicate programs (matched on Course Code) have a red banner

Suggested Process:

  • Adjust registration dates as-needed
  • Confirm Website(s)
  • Add registration website, if known
  • Confirm Description
  • Review & Add Keywords (unmatched)
  • Click Import
  • Repeat process for other programs to be imported

Review in WordPress (as needed)

Using the "Edit in WordPress" button you can open the Program inside the WordPress editor. Here you can customise additional content and confirm content that has been imported.