Prepare and Import Using HMO Template

The steps necessary to roster classes using the Holt McDougal Online (HMO) template are provided as follows.

Before You Begin

➔ Set up a default import administrator in ThinkCentral and Holt McDougal Online.

To import data, you must be set up as the default import administrator for your organization. This is the user who is responsible for importing to HMH platforms. See Set a Default Import Administrator for details.

To prepare and import using HMO import files:

Note: HMH recommends that you work only in the CSV format when creating and populating the files. If you must work in Microsoft Excel®, please review and follow the instructions provided in the following link: Cautionary Tips for Using Excel.

Depending on your organization's data needs, you may prepare and submit one or both of the HMO import files.

3. If you are manually loading your files (as opposed to using SIS extract), open the first file to be populated and type or copy data into the file beginning in row 2.

– The top row of each file (row 1) contains the headings for each column; this row must be retained exactly as is and not overwritten.

Note: The requirements for a given field may depend on the user role (student, teacher, class) of the row being populated. Example

Refer to the Holt McDougal Online (HMO) Template File Details topic of your selected template type for field-specific requirements.

– The completed file must contain the correct number of fields, and all fields must remain in the correct order.

– Commas must be used to separate the fields, but commas cannot be used within any field without quoted identifiers.

– Fields that are not required may remain empty, but even empty fields must be retained using commas. Do not use a space for an empty field.

– The username must be unique to the district, and if the user accesses HMH Player®, the username must be globally unique.

Warning: Once a username is set in Holt McDougal Online, it cannot be changed in the database. To change existing usernames in the database requires a mass purge of all the user accounts for a given role and then an import of a new file with the edited usernames.

– If the data in your system utilize special characters, it is strongly recommended that you save your CSV file as a UTF–8 file before importing. See Encode Files as UTF–8 for details.

4. When you have finished adding data to the template, save as a CSV (comma delimited) file.

5. Repeat steps 3 and 4 for each template file, until you have populated and saved all template files.

6. Compress the prepared CSV file(s) into a single zipped file, and name the file according to the

naming rules. (Click for details.)

The zipped file must include all of the CSV files and must be named according to the following rules:

– Valid Values: alphanumeric (A–Z, a–z, 0–9), dashes ( - ), underscores ( _ )

– Must not contain special characters (except dashes and underscores)

– For SFTP site file submissions (automated imports), spaces are not allowed. (Import Management accepts zipped files with spaces, but the SFTP site does not.)

Warning: When compressing files, a Mac® computer may add an extra folder named _MACOSX by default, which can force the import to fail. To prevent errors, HMH recommends that you do one of the following:

● Use a PC.

● Manually remove the extra folder before you upload your file.

● Use the following command line utility, which restricts the addition of the extra folder:

zip -d your-archive.zip "__MACOSX*"