Importing and Exporting on Canvas

What Is It?

How to import and export on Canvas.

Table of Contents

  1. Signing into Canvas
  2. Export Gradebook to Excel
  3. Import Gradebook to Excel
  4. Export Graded Column
  5. Importing to Banner

Signing into Canvas

Step 1:

In your web browser, navigate to your Canvas using the following link:

https://mtech.instructure.com


Step 2:

Enter your username and password and then select "SIGN IN."

Note: Links to help with passwords are on the Web Sign-on page. Those who cannot log into Canvas should contact the IT Help Center.

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Export Gradebook to Excel

Step 1:

On your web browser, navigate to your Canvas homepage using the following link:

https://mtech.instructure.com

Note: If you are having any issues accessing, please navigate to the Login section.


Step 2:

Navigate Grades from the Course tab.

Screenshot of Canvas Grades tab

Step 3:

(Click to view full) Select Export from the upper left corner of the page.

Screenshot of Export button in Canvas

If you are using grading periods and want all grading periods included in your CSV file, click the Export Entire Gradebook link.

When export is completed, Canvas downloads the CSV file automatically to your computer.


Step 4:

View Previous Exports

Screenshot showing previous exports in Canvas

Note:

  • Gradebook export files include the date and time of the download to differentiate between multiple exports. The export filename format is YYYY-MM-DDTHHMM, followed by the course name.
  • Gradebook export files automatically save to your user files in an Unfiled folder.

Step 5:

Edit Scores

Screenshot showing how to edit scores in Canvas

Edit the scores in Microsoft Excel. Make sure to save the file as a CSV file type.

Once you have made changes, you can upload it to your course.


Step 6:

View Read-Only Columns

Screenshot showing read-only columns in Canvas gradebook
  • Current Points [1]: Reflects points for graded assignments.
  • Final Points [2]: Reflects points for all assignments.
  • Current Score [3]: Reflects scores for graded, posted assignments.
  • Unposted Current Score [4]: Reflects scores for graded assignments and includes hidden assignments.
  • Final Score [5]: Reflects overall score including unsubmitted assignments as zero but excluding hidden assignments.
  • Unposted Final Score [6]: Reflects total score, including unsubmitted assignments as zero and hidden assignments.
  • Current Grade [7]: Reflects course grade based on graded, posted assignments.
  • Unposted Current Grade [8]: Reflects course grade based on graded assignments, including hidden assignments but excluding unsubmitted assignments.
  • Final Grade [9]: Reflects overall course grade including unsubmitted assignments as zero but excluding hidden assignments.
  • Unposted Final Grade [10]: Reflects overall course grade, including unsubmitted assignments as zero and hidden assignments.

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Import Gradebook from Excel

Step 1:

Create CSV File

Screenshot of creating CSV file

For new files, save the file as Grades-Course_Name.csv.

Required columns and order

  • Student Name
  • Student ID
  • SIS User ID (only required if you use SIS)
  • SIS Login ID (only required if you use SIS)
  • Section
  • Assignment (this can be for an existing assignment or a new assignment; retain IDs for existing assignments)

Step 2:

Open Grade book


Step 3:

Upload Scores

Screenshot showing how to upload scores in Canvas

Step 4:

Choose File

Screenshot showing how to choose a file in Canvas

Step 5:

Open File

Screenshot of CSV file selection

Locate CSV and then Click Open Button.


Step 6:

On your web browser, navigate to your Canvas homepage using the following link:

Screenshot showing navigation to Canvas homepage

Click the Upload Data button.


Step 7:

Upload New Data

Screenshot showing new data upload in Canvas

If you add a new column to the CSV file and then upload the file, Canvas will ask you what you want to do with the new column. In the drop-down menu, choose the A new assignment option. Then assign the number of points possible. Click the Continue button.

Notes:

  • When multiple grading periods is enabled, CSV file uploads cannot create new assignments.
  • New assignments created via a CSV file upload are automatically published and maintain the course posting policy.

Step 8:

Save Changes

Screenshot showing how to save changes in Canvas

Review the changes made to your Gradebook.

Any changes that will result in a lower grade than the previous version are highlighted in red.

If you upload assignments with no grade changes, they will be hidden from the upload.

Click the Save Changes button.


Step 9:

View updated Data

Screenshot showing updated data in Canvas

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Export Graded Column

Step 1:

On your web browser, navigate to your Canvas homepage using the following link:

https://mtech.instructure.com

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Step 2:

Open Grades from Course Navigation

Screenshot showing how to open grades in Canvas

Step 3:

Open Filters to view or manage gradebook filters

Screenshot showing filter options in Canvas gradebook

Step 4:

Open Filter Presets

Screenshot showing filter presets in Canvas gradebook

Step 5:

Create New Filter

Screenshot showing how to create a new filter in Canvas

Step 6:

Add Filter Details

Screenshot showing how to add filter details in Canvas

To save the filter for future use, enter a name in the Preset Name Field.


Step 7:

Select Filter Type

Screenshot showing filter type selection in Canvas

Step 8:

View Sections Filter

Screenshot showing how to apply sections filter in Canvas

Step 9:

View Assignment Group Filter

Screenshot showing how to apply assignment group filter in Canvas

Step 10:

View Modules Filter

Screenshot showing how to apply modules filter in Canvas

Step 11:

View Student Groups Filter

Screenshot showing how to apply student group filter in Canvas

Step 12:

View Grading Periods Filter

Screenshot showing how to apply grading period filter in Canvas

Step 13:

View Submissions Filter

Screenshot showing how to apply submissions filter in Canvas

Step 14:

View Start and End Date Filter

Screenshot showing how to apply start and end date filter in Canvas

Step 15:

Save Filter Preset

Screenshot showing how to save filter preset in Canvas

Step 16:

View filter Preset

Screenshot showing how to view saved filter preset in Canvas

Step 17:

Manage Gradebook Filters

Screenshot showing how to manage gradebook filters in Canvas

Step 18:

View Applied Filters

Screenshot showing how to view applied filters in Canvas

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Importing to Banner

Now, you'll need to prepare the file for Banner (OrediggerWeb). Refer to the figure below if you need an example.

  1. Change the "Institution" header to "TermCode".
  2. Change the "Department" header to "CRN".
  3. Fill in the first cell under TermCode and copy the value into all the following cells.
  4. Fill in the first cell under CRN with the course's CRN and copy the value into all the following cells.
  5. Add another column with the header "Last Attended Date".
  6. Right click the "Email Address" header and then click "Insert". This will add a column to the left of "Email Address".
  7. Type "Last Attended Date" as the header for this column.
  8. If a student has an F in the course, you are required to fill in this field with the last date they attended. Use mm/dd/YYYY format (ex. Jan 3rd 2018 -> 01/03/2018). If you do not fill in this field, the F will not be imported.
  9. Save the file as a new file on the desktop.
  10. Keep all other fields the same.
  11. Now, you are ready to import.
Screenshot of example Banner import preparation

Now We're Ready to Import


Step 1:

From Banner, open the Faculty Grade Entry App. Click on either "Midterm Grades" or "Final Grades" and then select the course you'll be uploading grades to.

Screenshot of Faculty Grade Entry App in Banner

Step 2:

Next, you will want to sort your classes so the most recent term appears first. To sort the term from the newest to the oldest, you need to click on the "Term" column twice (the first click is to select the column, and the second click is to change the sort order).

Screenshot showing how to sort classes in Banner

Step 3:

Click the gear in the upper right corner of the screen and select "Import" from the list.

Screenshot of import option in Banner

Step 4:

Click on the word "Browse" and select the Excel file with your grades, then click "Upload". Once the file is uploaded, click "Continue".

Screenshot showing how to upload Excel file in Banner

Step 5:

Banner (OrediggerWeb) will now let you preview the spreadsheet so you know you selected the correct file. Make sure "My Spreadsheet has headers" is checked. Once you are sure you picked the right file, click "Continue".

Screenshot showing how to confirm spreadsheet selection in Banner

Step 6:

Now Banner (OrediggerWeb) will have you map the values of the spreadsheet to the values Banner is looking for. The four important matches are: ID number -> Student ID, CRN -> CRN, TermCode -> Term Code, Course total (Letter) -> Final Grade.

  • If any of them are mapped incorrectly, change it using the drop-down menu just above the column header. Once you are sure they are mapped correctly, click "Continue".
Screenshot showing mapping of values in Banner

Step 7:

Banner will now preview what the values will look like in Banner. Click on "Download the validation report" to view any errors. This will open a text file with a list of the grades that will not be imported. You can attempt to fix any issues using this report and attempting to import again. Click "Continue" once everything looks correct.

Screenshot showing validation report download in Banner

Step 8:

Banner will now give you a completion verification and let you know how many records successfully imported. This is your last chance to download the verification report to see which records need to be fixed and fix the records. Once you are done, click "Finish".

Screenshot showing completion verification in Banner

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